Reporting Periods

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Ultimate Partner GDay53
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Reporting Periods

Hi,

One thing i would like to see is the Reporting Periods changed to include "Year To Date".

My preference would be, Monthly, Quarterly and Year to Date.

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
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Community Manager Suja_P
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Re: Reporting Periods

Hi Graeme (@GDay53),

 

Welcome to MYOB Advisor pilot! Glad to see that you've started having a play with it. 

 

Thank you for taking the time to share your suggestion. Our Product Manager is  watching this space. All of your suggestions and feedback is being reviewed. 

 

Look forward to hearing more from you as you put MYOB Advisor thorugh its paces.

Cheers,
Suja Pillai

Social Support and Community Manager

Online Help| Forum Search| my.MYOB| Download Page

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MYOB Product Manager Daniel_Kinal
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Re: Reporting Periods

Hi Graeme,

Thanks for your input here. Would you be able to elaborate on the way you’d see yourself using a YTD period?

The reasons I ask are:

  • We already have some YTD information in the report. You’ll see it in the Revenue tab showing cumulative revenue vs the previous year. This comes up no matter what you choose in the period drop down. If there are some other areas where a similar YTD visualisation and narrative could help, then please let us know.
  • The purpose of the period drop-down is not exactly for ‘reporting periods’, though perhaps we’re not communicating that clearly enough in the interface. Its intention is to have the report visualisations and wording be optimised for the same cadence that an advisor is meeting with their client and talking about the client’s business. For instance, if you are meeting with a client every time a BAS/GST reporting event is occurring, then this is an opportunity to also talk about how the business has performed since the last time you met.

Please have a bit of a play with how that period drop-down impacts the report itself and let us know where you feel there are gaps between what it offers now and what you’d like at hand to advise your clients about their business performance.

Ultimate Partner GDay53
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Re: Reporting Periods

I see the Advisor as a way to help my clients understand their business better and as a reporting tool.

To that end if I want to discus a month, quarter, or a six month period then the ONLY items I need are those items reltaing to those periods.

I do not need YTD figures when looking a the Sept to Dec period just the Sept to Dec figures.

Yes I need to be able to compare them with Last year and Budget but I don't need july to Dec figures.

So rather than a YTD option what I would really like is a from date and a to date option.

That way I can set the period for the reports and could also do YTD if wanted.

The current one month, two month and quarter is just not suitable at all and I don't know of anyone that would use the 2 month option.

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
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Experienced Partner Geoff_Colwill
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Re: Reporting Periods

Hi I agree with Graeme

 

Monthly Quarterly and YearToDate(YTD)

 

As a consultant/trainer/bookkeepr I am facilitating a meeting between my client and their accountant next week and this often happens annually after the March quarter BAS and informs a tax planning meeting before the end of the financil year when we have 9 months of data which provides a good trajectory for EOY position

 

Thanks

Geoffrey

Geoffrey Colwill
Essentials, Classi and Account Right Live Advisor - Partner Advisory Group member
MYOB Certified Consultant, BAS Agent, Cert IV Fin Servs (Accntng)
Byron Bay / Gold Coast - Australia remotely
0427 701 892 ... 02 6679 4231

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