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The Reports area in MYOB Essentials allows you to create detailed reports about any area of your business. You can use these reports to gain valuable insight into customers, stock items or even employee pay.
You can produce these reports to view for yourself on your computer, print them or even save them as PDFs for safekeeping.
Depending on the type of report you create, you'll be able to specify the details you want such as a range of dates or type of contact. While you're looking at the different report types, take a look at our suggested Month-end tasks.
Click a report to view it.
Manage your business
When you want to get a broader overview of your business, you'll use one of the available business reports. Try generating a balance sheet of your assets, liabilities and equity accounts or getting a summary of your business performance using a profit & loss report. You can also get a list of all your accounts and contacts, display totals for your GST, and more.
Drill further into how your money is behaving by using banking reports. These can cover things such as the results of your bank reconciliations or an account's transactions sorted by different filters.
Employees and pay
View all the details about your employees using payroll reports. With these, you can see a summary of your total payroll for the year to date or break it down to each past pay run.
(New Zealand only)
You can produce annual or sick leave reports for your employees and track their available entitlements in MYOB Essentials. You'll also be able to download the forms your need for your monthly IRD returns.
Income and expenses
Want to find out where your money is coming from? Take a look at the available sales reports. From here, you can see which of your customers spends the most or find out which item is your best seller. On the other hand, you can also find out who takes the longest to pay you—or who hasn't paid you yet at all!
Nobody likes bills, but we'll at least make them easier to keep track of with our bills reports. You can organise them by supplier and see who's been paid, or view your unpaid bills to see if they're overdue.