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Product Ideas

Reports: Simplified customisation processes

MYOB Staff

43Posts

43Kudos

3Solutions

43 Posts
MYOB Staff
Australia

The whole process of trying to get what you want in your report is now way too complicated when you look at how easy it was in previous versions. 

 

One of the big complaints of people purchasing MYOB previously was that it was a complicated programme (I believe because you really needed some accounting knowledge to be able to use it successfully) - but now they have only made it more complicated.

 

"Make the process of customising reports simpler"

Current Status: Done
Last Changed: March 2023

Hi Everyone


Reports in the AccountRight browser interface are easily customised using the PDF style templates for easier production of PDFs. If you are wishing to easily customise the report on screen you would use the screen report toolbar once the report has been generated - here you can set your filters, accounting method and other options as well as add columns using the Customise button. Check out Customising reports for more information on this topic.

15 Comments
Julie_B
Trusted User
230 Posts
Trusted User

LOL Smiley Happy - reports / customising forms

jenniek
Ultimate Partner
2,917 Posts
Ultimate Partner

Unless you know where to look, it's not easy to find the extra fields you can add. For the average user, this would just equate to "MYOB can't do that" - and hence more bad comments.

Barry_C
MYOB Staff
2,948 Posts
MYOB Staff
Thanks for the idea. We would love to hear from other users how we could improve reports. We understand it's daily practice running reports for a lot of users and small changes could make a big difference.
TonyLane
Ultimate Cover User
2,847 Posts
Ultimate Cover User

This new idea should also seek to reinstate the 'Reports' and 'Reports' icons functionality missing from the new AR 201X.X products in the 'Reports & Forms' tab from Preferences.

See Below:-

Preferences - Missing Functionality.jpg

Steven_M
45,180 Posts
Former Staff

Hi Everyone


Reports in the AccountRight browser interface are easily customised using the PDF style templates for easier production of PDFs. If you are wishing to easily customise the report on screen you would use the screen report toolbar once the report has been generated - here you can set your filters, accounting method and other options as well as add columns using the Customise button. Check out Customising reports for more information on this topic.