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Customising your practice styles

Statutory Reporter comes with a set of default report style options, or style sets. These options control the look of your reports, including fonts, colour, spacing and ruled lines. You can set up your own style sets so that your reports have a consistent look-and-feel that reflects your practice.

You can either clone an existing style set (which will allow you to create a style set based on an existing style set), or you can create a new style set from the default settings.

To create a new style set by cloning an existing style set
  1. Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings. The Practice Report Settings page opens.
  2. Select Practice Style Sets from the TASKS bar. The Practice Style Sets window opens. For MYOB AO, if you don’t have the Practice Style Sets option on your TASKS bar, contact Support to enable this feature.
  3. Click Clone Style Set. The Practice Style Set – Clone window opens.
  4. Select a style set to clone from the drop-down list. The list will include all master style sets as well as your saved practice style sets.
  5. Click OK. The selected style set displays in the Practice Style Sets window.
  6. Click Style Set Name in the right panel, and type a name for your new style set in the corresponding field.

    The name must be unique.

  7. For each style that you want to change:
    1. Select the style name style in the left panel. The style’s settings will display in the right panel.
    2. Update the settings.

    For information on the style settings, see Reportstyles.

  8. When you have finished the settings for your new style set, click OK to save the changes. The Practice Style Sets window will close, and your changes will be saved.
To create a new style set from the default settings
  1. Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings. The Practice Report Settings page opens.
  2. Select Practice Style Sets from the Tasks bar. The Practice Style Sets window opens. For MYOB AO, if you don’t have the Practice Style Sets option on your TASKS bar, contact Support to enable this feature.
  3. Click New Style Set button. The default style set is displayed on the Practice Style Sets window.
  4. Click Style Set Name in the right panel, and type a name for your new style set in the corresponding field.

    The name must be unique.

  5. For each style that you want to change:
    1. Select the style name style in the left panel. The style’s settings will display in the right panel.
    2. Update the settings.

    For information on the style settings, see Reportstyles.

  6. When you have finished the settings for your new style set, click OK to save the changes. The Practice Style Sets window will close, and your changes will be saved.
To edit a style set

Any changes you make to a style set only affect reports you generate from this point on.

  1. Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings. The Practice Report Settings page opens.
  2. Select Practice Style Sets from the TASKS bar. The Practice Style Sets window opens. For MYOB AO, if you don’t have the Practice Style Sets option on your TASKS bar, contact Support to enable this feature.
  3. In the left panel, click + next to the name of the style set you want to edit. The list of styles for this style set will display.
  4. For each style that you want to change:
    1. Select the style name style in the left panel. The style’s settings will display in the right panel.
    2. Update the settings.

    For information on the style settings, see Reportstyles.

  5. When you have finished the settings for your new style set, click OK to save the changes. The Practice Style Sets window will close, and your changes will be saved.

 

 

Report styles

Each part of each report has an associated style. For example, there are styles for page headings, section headings, descriptions, balances, total lines and so on. These styles are grouped by Style types, which define the properties that make up the style.

The following table lists the styles and describes the way they are used in the reports.

Styles are not used in the same way across all reports. Some trial and error may be required to identify the exact style used for each report component.

Style type

Style

Used for...

Page Header

Page Header 01

Highest level page header.

Usually for the Client Name at the top of each report page.

Page Header 02

Second level page header.

Usually for the ABN (where required) and the report name near the top of each page.

Page Header 03

Third level page header.

The second line of the report heading, usually for year ended…. text.

Page Header

Page Header Compilation Report 01

Page Header Compilation Report 02

Page Header Compilation Report 03

As per descriptions above.

Changes made to these fields will only affect the Compilation Report.

See Defining the top margin of the Compilation Report.

Heading

Note Heading

Notes on the Notes report pages

Section Heading

Section headings in various tabular reports, such as account groups in balance sheets and income statements

Section Heading with normal text

Not currently used

Sub-Heading

Heading text in some reports – mainly in the Notes section.

Balance

Balance with space before

Not currently used

Normal balance

Regular balance lines on reports

Normal balance – Indent description

Regular balance lines on reports where the description text is indented to the right

Total

Grand Total

Grand total lines for report sections

Sub-Total

Secondary total lines for report sub-sections.

This is rarely used.

Total

Regular total lines for report sub-sections.

Paragraph

Cover Page

First part of the report cover page containing the client’s name

Cover Page 02

Second part of the report cover page containing the report name

Heading

Heading text in some reports – mainly in the Notes section.

Paragraph

All general paragraph text is reports

Table of Contents Heading

The heading for the Table of Contents page

Page Footer

Page Footer

Text in the page footer at the bottom of each report page

Table Of Contents

Table of Contents

Lines in the table of contents

Column Heading

Column Heading

The row of column headings at the top of most tables of balance data.

This is usually the year for the reported balances.

Table Header

Table Header 01

Table headers in the Schedule of Property, Plant and Equipment reports

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