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Customising your practice styles
Statutory Reporter comes with a set of default report style options, or style sets. These options control the look of your reports, including fonts, colour, spacing and ruled lines. You can set up your own style sets so that your reports have a consistent look-and-feel that reflects your practice.
You can either clone an existing style set (which will allow you to create a style set based on an existing style set), or you can create a new style set from the default settings.
To create a new style set by cloning an existing style set
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Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings.
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Select Practice Style Sets from the Tasks bar.
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Click Clone Style Set.
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Select a style set to clone from the drop-down list. The list will include all master style sets as well as your saved practice style sets.
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Click OK.
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Click Style Set Name in the right panel, and type a name for your new style set in the corresponding field.
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For each style that you want to change:
The Practice Report Settings page opens.
The Practice Style Sets window opens. For MYOB AO, if you don’t have the Practice Style Sets option on your Tasks bar, contact Support to enable this feature.
The Practice Style Set – Clone window opens.
The selected style set displays in the Practice Style Sets window.
The name must be unique.
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Select the style name style in the left panel.
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Update the settings.
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When you have finished the settings for your new style set, click OK to save the changes.
The style’s settings will display in the right panel.
For information on the style settings, see Report styles.
The Practice Style Sets window will close, and your changes will be saved.
To create a new style set from the default settings
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Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings.
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Select Practice Style Sets from the Tasks bar.
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Click New Style Set button.
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Click Style Set Name in the right panel, and type a name for your new style set in the corresponding field.
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For each style that you want to change:
The Practice Report Settings page opens.
The Practice Style Sets window opens. For MYOB AO, if you don’t have the Practice Style Sets option on your Tasks bar, contact Support to enable this feature.
The default style set is displayed on the Practice Style Sets window.
The name must be unique.
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Select the style name style in the left panel.
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Update the settings.
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When you have finished the settings for your new style set, click OK to save the changes.
The style’s settings will display in the right panel.
For information on the style settings, see Report styles.
The Practice Style Sets window will close, and your changes will be saved.
To edit a style set
Any changes you make to a style set only affect reports you generate from this point on.
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Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings.
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Select Practice Style Sets from the Tasks bar.
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In the left panel, click + next to the name of the style set you want to edit.
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For each style that you want to change:
The Practice Report Settings page opens.
The Practice Style Sets window opens. For MYOB AO, if you don’t have the Practice Style Sets option on your Tasks bar, contact Support to enable this feature.
The list of styles for this style set will display.
-
Select the style name style in the left panel.
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Update the settings.
-
When you have finished the settings for your new style set, click OK to save the changes.
The style’s settings will display in the right panel.
For information on the style settings, see Report styles.
The Practice Style Sets window will close, and your changes will be saved.
Each part of each report has an associated style. For example, there are styles for page headings, section headings, descriptions, balances, total lines and so on. These styles are grouped by Style types, which define the properties that make up the style.
The following table lists the styles and describes the way they are used in the reports.
Styles are not used in the same way across all reports. Some trial and error may be required to identify the exact style used for each report component.
Style type |
Style |
Used for... |
---|---|---|
Page Header |
Page Header 01 |
Highest level page header. |
Page Header 02 |
Second level page header. |
|
Page Header 03 |
Third level page header. |
|
Page Header |
Page Header Compilation Report 01 Page Header Compilation Report 02 Page Header Compilation Report 03 |
As per descriptions above. Changes made to these fields will only affect the Compilation Report. |
Heading |
Note Heading |
Notes on the Notes report pages |
Section Heading |
Section headings in various tabular reports, such as account groups in Balance Sheets and Income Statements |
|
Section Heading with normal text |
Not currently used |
|
Sub-Heading |
Heading text in some reports – mainly in the Notes section. |
|
Balance |
Balance with space before |
Not currently used |
Normal balance |
Regular balance lines on reports |
|
Normal balance – Indent description |
Regular balance lines on reports where the description text is indented to the right |
|
Total |
Grand Total |
Grand total lines for report sections |
Sub-Total |
Secondary total lines for report sub-sections. |
|
Total |
Regular total lines for report sub-sections. |
|
Paragraph |
Cover Page |
First part of the report cover page containing the client’s name |
Cover Page 02 |
Second part of the report cover page containing the report name |
|
Heading |
Heading text in some reports – mainly in the Notes section. |
|
Paragraph |
All general paragraph text is reports |
|
Table of Contents Heading |
The heading for the Table of Contents page |
|
Page Footer |
Page Footer |
Text in the page footer at the bottom of each report page |
Table Of Contents |
Table of Contents |
Lines in the Table of Contents |
Column Heading |
Column Heading |
The row of column headings at the top of most tables of balance data. |
Table Header |
Table Header 01 |
Table headers in the Schedule of Property, Plant and Equipment reports |
Related topics
Configuring practice report settings
Selecting default practice reports