AlanT's avatar
AlanT
Ultimate Partner
1 year ago
Status:
On Hold

More flexibility required in Report Packs

Hello MYOB Developers,

 

I have attempted to setup a 'Library' of Report Packs to suit my client's various needs.  In doing so I firstly created a number of different Custom Reports, for example; Annual Profit and Loss, Quarterly profit and loss, Quarterly profit and loss with last year, etc...

 

When a custom report is created you nominate a name for the report (which must be unique) and a description which does not need to be unique.  Upon creating all these different PnL reports I have given each a name that has a meaning to me and is unique.  In the description field, I have simply entered Profit and Loss Report.

 

When these reports are included in a Report Pack, they should be using the Description field for the Table of Contents - not the report name as that is the description of the report.

 

While I am on this subject, any files that are imported into a report shows in the Table of Contents as it's  file name.  This should be editable so that it is meaningful to the client reading the reports rather than simply 'FineName.pdf" which is very unprofessional.

 

Regards,

AlanT

Reports

5 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    20 days ago
    Status changed:
    Open
    to
    On Hold

    We are changing this idea's status to On Hold due to low community engagement (comments and votes) over the last six months. The idea remains in our developer backlog, but it will be prioritised for review if it receives more votes.

  • AlanT's avatar
    AlanT
    Ultimate Partner
    8 months ago

    AmandaMYOB​  How do I get more votes?  Suggest partners on Facebook like it.  This is one reason why this Community system is flawed.  Nobody I know trolls through the suggestions, so they don't know to vote.

    AlanT

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    9 months ago

    Hey AlanT​ 

    We need more votes on this idea to be able to add some weight behind it. The idea has been forwarded however we don't have enough votes on it. 

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    1 year ago
    Status changed:
    New
    to
    Open

    Hey AlanT

    Thanks for your post! I'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea!