Forum Discussion

Trav9999's avatar
Trav9999
Experienced Partner
2 years ago

Custom report not appearing (related to user access, after 2022.10 upgrade)

This issue has started after upgrading to 2022.10. Could be coincidental, but nothing else has changed at our end. This is replicable on multiple computers.   We have a custom report saved, which i...
SMT04's avatar
SMT04
User
2 years ago

Same issue here.

 

Spent 8 hours yesterday with tech support with no resolution.

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    2 years ago

    Hi Everyone

     

    To assist our teams investigate this can you please provide the following information:

     

    1. Can any user see the custom forms?
    2. Is it only the browser that is affected or both browser and desktop?
    3. Do they appear if you use another device?
    4. Do you give permission for a product specialist to access your file to look into this? If yes, please provide the last FOUR digits of the serial number and the Company File ID (Help>>About MYOB AccountRight)
    • Michelle_G68's avatar
      Michelle_G68
      Trusted Cover User
      2 years ago

      Hi Tracey,

       

      Thanks for your reply.

       

      1. Can any user see the custom forms? NO, I AM LOGGED IN AS ADMINISTRATOR AND CAN ONLY SEE THE SAME ONE REPORT AS ALL OTHER USER ROLES.  THE REPORT WE CAN ALL SEE IS THE AGED PAYABLES.  WE HAD ABOUT 6 CUSTOM REPORTS.
      2. Is it only the browser that is affected or both browser and desktop? ONLY IN DESKTOP.  MY BROWSER CUSTOM FORM IS STILL APPEARING.
      3. Do they appear if you use another device? HAVE CHECKED ON DIFFERENT COMPUTERS AND SAME.
      4. Do you give permission for a product specialist to access your file to look into this? If yes, please provide the last FOUR digits of the serial number and the Company File ID (Help>>About MYOB AccountRight)
      5. LAST FOUR DIGITS OF SERIAL NUMBER: 2035  COMPANY FILE ID: 2

      Hope this helps.  Thanks

       

      • Tracey_H's avatar
        Tracey_H
        Former Staff
        2 years ago

        Hi Everyone

         

        Our product specialist team have confirmed that in previous versions of AccountRight users could see all custom reports. In 2022.10 users need access to the function that the base report lives in to view those custom reports. This is to prevent users from seeing custom reports for functions they don't have access to.

         

        Please let me know if you need further help.

    • RandIEwing's avatar
      RandIEwing
      Contributing User
      2 years ago

      Hello MYOB Team

       

      please find below our answers to our questions.

      The administrator (with full perission to everything) and the office account with permission to banking / sales & purchasing cannot see the customised reports which were created.  Also we can create a new report and save it but are unable to view / run it.

       

      1. Can any user see the custom forms? - We can see selected reports but no custom sales reports we created.
      2. Is it only the browser that is affected or both browser and desktop? - both
      3. Do they appear if you use another device? - No
      4. Do you give permission for a product specialist to access your file to look into this? If yes, please provide the last FOUR digits of the serial number and the Company File ID (Help>>About MYOB AccountRight)

      last FOUR digits of the serial number: 0027   Company File ID: 3

       

      thank you for looking into this for us.

       

      Regards

      Iris Ewing

      • Steven_M's avatar
        Steven_M
        Former Staff
        2 years ago

        Hi RandIEwing 


        We have identified that with AccountRight 2022.10 users would need to have access to the base report that the custom report originated from to have access to that custom report. For example, if the user needs access to a custom Customer-- Sales [Customer Summary] report they would need access to the Sales section in the Index to Reports. You can review a user's level of access through the Setup>>User Access window.