FAQ's: Customising reports in Reporter

The report templates available in Reporter and provided by MYOB are referred to as the Masters. The Masters are in addition to any report templates created within your company, Practice level report templates, or Client level report templates.

Client level report templates are for the reporting purposes of a specific client. The client report will only be available for use within the Generating Reports window for the particular client the template was created for. Client report templates can be created from scratch, or based on an existing report template of any level.

When creating or editing reports you will work with Formats. These are the building blocks you use to create the content of the reports. See Formats for more information.

The Chart Map is a list of mappings to account ranges stored within the Report Designer that are utilised in the Formats. See Chart Map for more details.

You can customise paragraph text in the Report Designer window.

In an AE MAS ledger click Reports > Reporter > Design Client Reports. The Report Designer window displays. From there, you can edit a Format using the Format Editor.

See Editing a format for more information.

You can customise the accounts in an item by using the Chart Map Editor. Here you can view, add, and edit Chart Map items. This can be accessed via the Report Designer.

In an AE MAS ledger click Reports > Reporter > Design Client Reports. The Report Designer window displays. From there, you can make changes to the Chart Map.

See Making changes to the Chart Map for more information.