Printing 5 year fee reports for clients and / or partners

https://help.myob.com/wiki/x/E4LMAQ

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Article ID: 35188

ARTICLE LAST UPDATED: 5/05/2017 9:51:00 AM

You may wish to print a 5 year fee report by Client or summarise this information by Partner.

MYOB have updated the following attached reports to include 2018 data:

Client 5 Year Fee Analysis
Partner Summary 5 Year Fee Analysis
Client 5 Year Fee Analysis by Partner Family Groups

The 2018 reports include a March year end option suitable for New Zealand based clients. To run the 2018 reports, download and import the reports with the 2018 suffix. Then when running the reports enter the date range 1/7/2012 to 30/06/2018. For March year end the date range is 1/4/2012 to 31/3/2018.

If you have been using Practice Manager for less than 5 years from the report end date, make sure the start date is your 'go live' date.

To start using these reports import them using the instructions attached below - MYOB Importing Additional Reports.pdf. If you currently have any of these reports listed under Fees > Debtors Invoices by Client, you should use the Replace option once you have selected the Import menu. This option overwrites the existing copy.

When importing the reports select the MYOB Portrait template

2018

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis 2018.rpt	Client 5 Year Fee Analysis 2018 March Year End.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2018.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2018 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2018.rpt	Partner Summary 5 Year Fee Analysis 2018 March Year End.rpt

2017

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis by Partner Family Groups 2017 March Year End.rpt	Client 5 Year Fee Analysis 2017 Marc h Year End.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2017.rpt	Client 5 Year Fee Analysis 2017.rpt
Partner Summary 5 Year Fee Analysis 2017.rpt	Partner Summary 5 Year Fee Analysis 2017 March Year End.rpt

To successfully export these reports to Excel, first print the report to screen and then select Export > Excel in the top left-hand corner. Choosing any other export option results in an error.

MYOB INTERNAL STAFF ONLY

Compatible with version 5.0 and above

The reports and documentation are saved to X:\Products\Solution6\Viztopia\5 Year Fee Reports

Reports for 2012 and 2013 are archived here too.

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