- Created by MathangiS, last modified by MiriamA on Nov 22, 2022
https://help.myob.com/wiki/x/i49qAg
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Advisory reports give you deep insight into your clients' businesses, so you can give them the right advice based on the data.
You can prepare these reports based on the client's chart of accounts. See the table below for the list of reports and charts you can generate.
The reports analyse the last 12 months, and you can choose to show monthly, two-monthly or quarterly charts. Some of these reports also include a comparison with the previous 12 months.
If you've selected the 'Budget' option when generating the report, you can see the budget analysis for the last 12 months in the Sales, Expense and Profitability reports.
Note that budget analysis is not currently available for businesses using the new MYOB Essentials.
| Report section | Chart | Description |
|---|---|---|
| Cover page | Enter details such as the client name, their logo, name of the report and who has prepared the report | |
| Executive Summary | Performance summary | Get a summary of your client's performance. You can add your own recommendations here. |
| Financial position | Get a summary of your client's cash flow, assets, liabilities. You can add your own recommendations here. | |
| Sales Report | Revenue - Last 12 months | Shows revenue based on the reporting period. It shows revenue from the last 12 months. The Previous year line compares profits over the last 24 months. |
| Cumulative revenue - Year to date | Shows the cumulative revenue over the last 12 months. The Previous year line compares profits over the last 24 months. | |
| Top customers by revenue | Shows the top 5 customers by revenue with a percentage of the contribution to the total revenue | |
| Top products by revenue | Shows the top 5 products by revenue with a percentage of the contribution to the total revenue. | |
| Cash Report | Cash flow overview | Shows the cash flow analysis. It shows the 3 different activities of the business such as operating, investing and financing. |
| Cash balance - Last 12 months | Shows the cash in the bank for the selected period. You can also see the comparison for the last 12 months. | |
| Cash at bank | Shows the business bank accounts with the cash balance in the last 12 months. It also shows the positive or negative change. | |
| Expense Report | Cost of sales - Last 12 months | Shows the cost of sales for the selected reporting period. You can also see the figures for the last 12 months.The Previous year line compares profits over the last 24 months. |
| Operating expenses - Last 12 months | Shows the operating expenses for the selected reporting period. You can see the figures for the last 12 months. The Previous year line compares profits over the last 24 months. | |
| Top operating expenses | Shows the top 5 operating expenses. The description includes a comparison of the expenses to the same quarter last year. | |
| Operating expenses variation | Shows the variation in the operating expenses. It also shows the change in numbers and percentage change. | |
| Accounts Receivable Report | Aged receivables | Shows the unpaid invoices from your customers. The description includes the percentage of unpaid invoices by payment terms. |
| Receivable balance - last 12 months | Shows the balance of receivables for the selected period and the last 12 months. | |
| Top debtors by amount owed | Shows the top 5 debtors who owe you money. It also shows the percentage of the total account receivable balance. | |
| Top debtors' outstanding invoices | Shows the top 5 debtors invoices, their due date, last payment made and how many invoices have been paid late. | |
| Outliers: Invoice overdue more than 3 months | Shows the list of debtors who haven't paid their invoices in the last 3 months with the amount due and due date. | |
| Outliers: Largest overdue invoices | Shows the list of debtors who owe you the largest amounts. | |
| Accounts Payable Report
| Aged Payables | Shows your unpaid bills for the creditors over the reported period. The description includes the percentage of overdue bills, by payment terms. |
| Top creditors by amount owed | Shows the top 5 creditors you owe money to. It also shows the percentage of the total accounts payable balance. | |
| Top creditors outstanding bills | Shows the top 5 creditors bills with the amount due and their due date. The description includes the percentage of the overdue balance. | |
| Outliers: Bills overdue more than 3 months | Shows the list of creditors whose bill you are overdue in the last 3 months with the amount due and due date. | |
| Outliers: Large bills to pay Attention to | Shows the suppliers you owe the largest bills to and the amount due, so you can plan your payments | |
If accounts payable balances don't match Essentials or AccountRight
If you find discrepancies, it could be due to differences in how purchase debits are treated. For example, if a debit note's journal date is after the advisory report end date, but it was fully applied or refunded in the reporting period, the advisory report will ignore the debit note, but MYOB Essentials will factor it into the payables balance. If a debit note scenario does cause a discrepancy between the advisory report and the MYOB Essentials or AccountRight reports, you'll see a note in the chart narrative. | ||
Profitability Report | Gross profit summary- last 12 months | Shows the gross profit from the last 12 months. The Previous year line compares profits over the last 24 months. |
| Cumulative Gross Profit YTD | Shows the cumulative gross profit from the last 12 months. The Previous year line compares profits over the last 24 months. | |
| Operating profit - last 12 months | Shows the operating profit/loss in the last 12 months. The Previous year line compares profits over the last 24 months. | |
| Cumulative Operating Profit YTD | Shows the cumulative operating profit/loss for the year to date. The Previous year line compares profits over the last 24 months. | |
| Net profit - last 12 months | Shows the Net profit/loss in the last 12 months. The Previous year line compares profits over the last 24 months. | |
| Cumulative Net Profit YTD | Shows cumulative profit/loss for the year to date. The Previous year line compares profits over the last 24 months. | |
| Margin analysis | Comparison of gross, operating and net profit/loss in the last 12 months as percentages. | |
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