To filter a report

Each report has its own filters based on the type of information in the report. For example, the Customer sales report lets you choose the customers to include in the report. Or the Profit and loss report lets you compare your numbers to last year's figures.

Most reports let you choose the reporting period, or the date range that you want to report on.

Additional filtering is available by clicking Report options. This provides choices like whether your negative numbers should be in brackets or show a negative sign. Business reports, like the Profit and Loss, tend to give you more options, such as being able to choose account levels, accounting method and whether to include year-end adjustments:

To add, remove and reorder columns

Some reports include a Customise button which lets you add, remove and reorder the columns in your report.

1. Click Customise.
2. Make your changes
   • To add a column to the report, click the dropdown arrow and choose the column for the list.
   • To remove a column, click the delete icon for that column.
   • To reorder the columns, click the dots to the left of the column and drag it up or down to a new position.

    

   UI Text Box
   size medium type note
   Made a mess of things? Click Reset to default.

3. When you're done, click Apply.

To save or delete a custom report

To save a customised report:

1. Click Save as.
2. Give your report a name.
3. If you like, enter a Description.
4. Choose who can access this custom report (just you or all users)
5. If you want the report available in other MYOB businesses you have access to, select this option.
   
6. Click Save.

To delete a custom report:

1. Go to the Reporting menu and choose Custom reports.
2. Click the ellipsis button next to the report and choose Delete.
3. At the confirmation, click Delete.

To duplicate a custom report

1. Go to the Reporting menu and choose Custom reports.
2. Click the ellipsis button next to the report and choose Duplicate.
3. At the confirmation, click Duplicate.

A duplicate of the report is created and listed with your other custom reports with "- copy" added to the name.

To change a custom report's details

1. Go to the Reporting menu and choose Custom reports.
2. Click the ellipsis button next to the report and choose Edit permissions.
3. Make your changes.
4. When you're done, click Apply.