Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

After creating a report, you have the option of saving it. When you save it, a copy of the report with any changes you’ve made to the narrations will be kept for you, so you can continue working on it later, or print or export the report again.

A saved report can be viewed by anyone in your practice who has access to the client’s MYOB Essentials or AccountRight file.

To view a saved report for a client
  1. Click Advisory in the left navigation.
      
  2. Click Saved Reports for the client.

    MYOB Advisor will open in a new browser tab, and all saved reports for the client will be listed.
  3. Click the report you want to view or edit, or click the trash icon to delete it.


    A deleted report can’t be recovered. 

You can also view all saved reports for a client by clicking Saved Reports from the top menu.