View a saved advisory report

https://help.myob.com/wiki/x/RMOyAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

After creating a report using Advisory, you have the option of saving it. When you save it, a copy of the report with any changes you’ve made to the narrations will be kept for you, so you can continue working on it later, or print or export the report again.

A saved report can be viewed by anyone in your practice who has access to the client’s MYOB Essentials or AccountRight file.

To view a saved report for a client

Click Advisory in the top menu bar.
Click Saved Reports for the client.

MYOB Advisor will open in a new browser tab, and all saved reports for the client will be listed.
Click the report you want to view or edit, or click the trash icon to delete it.

A deleted report can’t be recovered.

You can also view all saved reports for a client by clicking Saved Reports from the top menu.

In this section

Take the free online course at MYOB Academy

Page tree

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax