Reports table

The table lists the report name and whether the report will be included in the financial statements.

See Selecting client reports.

Up and Down buttons

Use the up and down buttons to control the order of the reports in the financial statements.

See Changing the order of client reports.

Report Set

The report set allows you to select a particular group of reports. The available options are:

• All — displays all reports relevant to the entity type.

• Minutes — displays only the Minutes reports available when the client is a company or trust. No reports will display when the option is selected for any other entity type.

Filter Reports

Use the drop-down at the bottom of the table to filter the list of reports in the table based on the Report Set selected. The available options are:

• Display only reports where client has related data

• Display selected reports only

• Display all reports.

Reset Reports

Remove any customisation have been applied to the report selection and to the report order. The configuration returns to the practice level defaults.

See Resetting client reports.

Period

Select the financial period to report on the Period drop-down before previewing the reports. For periodic reporting, you can select the appropriate start and end month and the financial year.

You can also select 1 future period from the Period drop-down.

See Previewing financial statements.

Preview Reports

Check the report settings that have been configured for the selected client. The reports must be previewed before the financial statements can be printed, exported or emailed.

See Previewing financial statements.

Account Groups

Account groups are used to determine which account balances to display in each section of the financial statements and which notes to include by default.

See Account groups.

Non-Transaction Data

If the Associations feature in MYOB AE/AO is used to track the relationships between clients and partners, directors and trustees, the association types that represent these relationships can be nominated.

See Non-transaction data.

Paragraphs

Modify the content and format of the paragraph text which is displayed in the financial statements.

See Paragraphs.

Report Options

Control the report style and page layout.

See Report options.