Partner Zone
Partner Zone

Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Reports: Automatic run reports on set times/dates

Gerard_BBPL
Cover User

6Posts

13Kudos

0Solutions

6 Posts
Cover User
Australia

We are a medium sized commercial construction compnay and we would like to be able to run certain reports autmoatically on certain days of the month. If they were set up like recurring transactions, then we can specify which date of the month it will run.

 

This would allow the accounts person to be able to distribute the reports to Project Managers and monthly claims could then be organised without delay.

 

Thank you

 

"Automatic Reports"

Current Status: Open
Last Changed: March 2015

Hello @Gerard_BBPL 

 

Thank you for your suggestions, we're always looking to improve workflow in AccountRight and would be happy to consider Automatic Reports. We would love to hear from anyone else who would like to see this in future releases please cast a vote and comment below.

 

Kind regards,

 

Kat 

7 Comments
Super Partner Jennifer_Kelly
433 Posts
Super Partner

Hi Gerard,

 

You might like to look at some of the Add-on reporting solutionsthat offer Advanced Reporting Options from MYOB.

See - http://myob.com.au/addons/category/3/advanced-reporting/

 

As an example our software Business Intelligence for MYOB offers a number of very flexible Jobs reports, on both Actual and budget, also by Job Headers, Job Managers, Customers, Outstanding Purchase Orders etc.  These are very popular with Construction and Engineering clients looking to better manage their Projects.

 

With our Enterprise edition ANY of these reports can be set up to auto Email to any email address 

- Daily

- Weekly or 

- Monthly

- In a variety of formats, Pdf, Excel, csv etc.

 

See the email options in the setup screen below.

 

All details are on our Website at www.BIforMYOB.com.

I hope this helps.

 

Email - Reports from MYOB.png

MYOB Moderator KattC
790 Posts
MYOB Moderator

Hello @Gerard_BBPL 

 

Thank you for your suggestions, we're always looking to improve workflow in AccountRight and would be happy to consider Automatic Reports. We would love to hear from anyone else who would like to see this in future releases please cast a vote and comment below.

 

Kind regards,

 

Kat 

Experienced Cover User annetted
24 Posts
Experienced Cover User

Also from a construction company I totally agree.  

 

Add -ons help but the more that can be rolled into one system the better.  

 

We would love to see job budget vs actual reports automatically sent to Operations, especially with alerts if something is not going according to plan.

 

Look forward to it Smiley Happy 

Partner JoW
4 Posts
Partner

We desperately need to build automated reports daily....is there a time frame when this will be available in MYOB AccountRight?

VickiP
8 Posts
Cover User

Add my Yes Please - auto reporting would be most helpful

michaelc
2 Posts
Cover User

Great idea for both cloud and local versions

stephieewm
5 Posts
Cover User

Absolutely agree with this.  Another useful report would be a list of open invoices for the team to follow up with their clients