Reports: Automatic run reports on set times/dates

[Gerard_BBPL]

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"

[Jennifer_Kelly]

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.

[KattC]

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 

[annetted]

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  

[JoW]

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

[VickiP]

Add my Yes Please - auto reporting would be most helpful

[michaelc]

Great idea for both cloud and local versions

[stephieewm]

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

[JohnC2]

Any progress on this feature? Time frame?

[jcbc]

I agree, some of the addons aren't reliable with data extraction & report incorrectly, it takes along time to manually refresh data