Report writer

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TEW
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Report writer

Is there an add-on that lets you write reports from scratch or modify current MYOB reports? we need to modify reports to add what i think are simple additions etc.  Such as weight and quantity of cartons in shipment, totals on reports etc. Currently all packing lists and tax invoices are done in Word Smiley Sad 

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Satyam_N
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Re: Report writer

Hi @TEW

Welcome to the MYOB Community Forum, I hope you find it a great source of information.

 

Have you tried exporting the report to Excel and modify there?

Click here for a step by step process- Export reports

 

Do let us know how you get on and if you require further assistance.

 


Cheers,
Satyam
MYOB Client Support
TEW
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Re: Report writer

thanks satyam_n for your response.  so you can export tax invoices and packing lists to excel? 

 

Haydes
MYOB Product Team
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MYOB Product Team
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Re: Report writer

Hi @TEW

 

Packing Slips in AccountRight are just specific forms that take Invoice data and lay it out in Packing Slip type formatting. It effectively is the same Invoice record in AccountRight for both.

 

In exporting, you can export the Tax Invoice data by running a report and exporting that to Excel just as @Satyam_N had shown.

 

Or you could export the Sales Data directly using the Import/Export assistant. See: Importing and exporting data

 

Once exported, you can open this in Excel by following: Opening an export file in Excel

 

Please let us know if you have any questions on this.


Cheers,
Hayden
MYOB Product Team

Currently Working On:
Supplier Feeds | e-Invoicing (Coming Soon)
Previously Worked On:
In Tray
MYOB Capture App | MYOB Invoices app
MYOB Support (2015-2019)


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