Annual reporting

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Partner Nola
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Annual reporting

I agree with two previous posts. I have only just seen the Advisor reporting at Incite. It looks great - but This would be a great tools in our Annual meeting - when most client want to sit down and discuss the last 12 months -

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MYOB Product Team Haydes
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Re: Annual reporting

Hi @Nola

 

There was a recent update to Advisor that captured the Year To Date data in some graphics. You can see this data in Advisor under the Sales & Expenses tabs after you have run a report.

 

If you run a report for a Client's file and check these graphics, could you let us know if this what you were looking for?



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Hayden (Ex-Moderator)
MYOB Product Team
Partner Nola
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Re: Annual reporting

Thank you for your reply - yes that does help with some of the reporting - but it still would be good to have all the ports with the availability to run them for the whole 12 months.  But it is a good update.

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