Creating reports
You may need to create a report if one doesn't already exist in one of the reporting areas.
The Reports area lets you to quickly create a new report, or edit, preview, print or export your saved reports.
For example, you can create a report to:
- identify clients that are flagged under the Client > Extra tab, who you want to invite to a seminar.
- show clients within a specific age range.
- show client or partner wip and debtor to provide information not in MYOB standard reports.
Any of these reports examples could be used generate a Creating a mail merge for emails to some or all of these clients if required.
There are various reporting areas where you can create your report depending on the data you need.
For information on the fields available in the various Practice Manager reporting areas, see Practice Manager Reports and what they contain.