Joanna's avatar
Joanna
Experienced Cover User
11 years ago
Status:
Done

Reports: Run reports across financial years

It would be useful to be able to run a report across two financial years - for example, if I want to run a P & L for 1/1/13 to 31/12/13 I need to run a report for 1/1/13 to 31/3/13 then 1/4/13 to 31/12/13 and combine the two of them.

 

"Run reports across two financial years"

19 Comments

  • Hi @OudwiqiugPL

    Thanks for your feedback and comments regarding the reports crossing financial years.

    There are some sales reports that can only be done for the financial years such as the Analyses Item Sales report.  Generally this is because the way in which AccountRight would store that information and what the report is trying to achieve. However in saying that there is a variety of sales reports that do run across multiple financial years such as the Items>>Sales Details or the Sale Register>>All Sales report

  • What about Sales reports....?

     

    Seriously guys...this is 2014...and MYOB can't even run a sales report across 2 financial years?

     

    Can't answer the phone...

     

    But happy to take my money!!!

     

    Frustrated.

     

  • scfsh's avatar
    scfsh
    Experienced Cover User

    Production year is from 1 Mar - 28 Feb can you please allow profit and loss' to lapse between years so it is possible to print out a profit & loss for a production year.

     

    currently, because you can only print months in their own financial year, you have to export 2 separate reports (1 mar - 30 jun & 1 jul - 28 feb) and manually total them in excel.

    • Linh-Co's avatar
      Linh-Co
      Experienced User

      Hi

       

      What I currently doing is using ODBC to extract data from 2 myob data file directly into excel so therefore no need for manual export from  2 reports.

       

      Have a look at this and let me know if you need help.

       

      Regards

      LCD

  • Hi Joanna,

     

    An alternative solution is an Add-on called BudgetLink. It has the ability to change the reporting year from a financial year to a calendar year and then run a profit and loss report for full calendar year

     

    That functionality is available in the ultimate edition

    You can download a free trial from here:

     

    http://accountingaddons.com.au/budgetlink/

     

    Regards

     

    Jeff Stephenson

    Accounting Addons

    www.accountingaddons.com.au

    jeff@accountingaddons.com.au

     

     

  • DuncanS's avatar
    DuncanS
    Ultimate Partner

    Further to Joanna's comment.

     

      Would it be possible to have a multiple year Profit and Loss.

     

    Given that MYOB is not rolled over and the data not deleted, it would be useful to have a Profit and Loss for say 5 yeatrs.

     

    Duncan Smith

     

  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    For v19.x users we have an "any 12 months" profit report in our library of reports, also available for job profit reports. See www.datawise.co.nz for trial download.

  • MishyB's avatar
    MishyB
    Experienced Cover User

    I would really like to see this feature as our financial year runs on calendar year for educational purposes.

  • Status changed:
    New
    to
    Open
    Thanks for your suggestion on making multi-period reports more flexible in the dates that they can be run for. We're always looking for new ways to make the reports more friendly in AccountRight so we would be happy to consider this. So we can keep track of the demand for this idea, please remember to vote on this idea if you'd like to see it added in.