Child pages
  • Saving and deleting custom reports

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5
UI Text Box
sizemedium
typewarning

Known issue AccountRight 2019.2

We're aware that some clients using AccountRight 2019.2 can't see their customised reports or save changes to their reports.

This issue has been fixed in AccountRight 2019.2.1. See Getting the latest version for update instructions.

 

If you plan to use a report’s filtering options and format again, you can customise the report once, save the changes and then re‑use the report whenever you want.

Once saved, you can access your custom report from the My Custom Reports tab in the Index to Reports window. Customised reports are saved within your company file so they're available for anyone with access to your company file.

HTML
<iframe width="560" height="315" 
src="https://www.youtube.com/embed/8cbHHTwDlGA?rel=0" frameborder="0" 
allowfullscreen></iframe>

 

 

UI Expand
titleTo save custom reports

To save custom reports

  1. With the report displayed, click the save icon (  ) at the top of the window. The Save report as window appears.
  2. Enter a name and a brief description of the custom report.
  3. Click Save.

To run the report later, select it from the My Custom Reports tab in the Index to Reports window.

UI Expand
titleTo delete custom reports

To delete custom reports

Reports that you've customised can be deleted (you can't delete the reports that come with AccountRight).

To delete a customised report:

  1. Go to the My Custom Reports tab of the Index to Reports window.
  2. Select the report's name.
  3. Click the delete icon ().
  4. Click Yes to the confirmation message.

See this in action:

Animation showing custom report deletion

HTML
<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;Custom report FAQs</h2><br>
UI Expand
titleI've upgraded from AccountRight v19 - where are my custom reports?

I've upgraded from AccountRight v19 - where are my custom reports?

If you had customised reports in AccountRight v19, you'll need to recreate them in the new software version. We've significantly improved the reports customisation tools in AccountRight, making this task a lot easier.

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
        

 

      
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Reports

Filter and sort a report

Add text and pictures to a report

Panelbox
nameyellow
titleFrom the community

RSS Feed
titleBarfalse
max5
showTitlesOnlytrue
urlhttp://community.myob.com/myob/rss/search?q=deleting+custom+reports&filter=labels%2Clocation%2CsolvedThreads&location=category%3AAccountRight&search_type=thread&solved=true&sort_by=-topicPostDate

HTML Wrap
classmorelinks
More »