Customising reports for the Practice

https://help.myob.com/wiki/x/TL3MAQ

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If you've customised your reports in your other Reporting software (e.g. AE Reporter or AO GL reports), you can also apply those changes to your reports in Statutory Reporter at a Practice level.

This means that when you're ready to produce the financial reports for your client, the changes you've made to your reports at Practice level style will be automatically applied to each client you produce reports for.

For example, you may use a different font or have your company logo on the cover page of your reports. By apply your customisations at the practice level, you won't have to reapply them every time you, or anyone in your practice produces a report for any client.

All practice-wide report customisations are performed from within AE/AO, by following the menu path Maintenance > Maintenance Map > Client Accounting > Practice Report Settings.

To change the order of reports

The order of the reports in the Default Report Selections table determines the report order for all clients of that entity type. When the reports are exported to Microsoft Word or PDF, they'll be displayed in the order that they are listed in the Reports table. The report order can be modified on a client-by-client basis, however if your practice has a preferred order, you can use this function to keep your reports consistent.

To change the order of reports:

From within the Practice Report Settings, select the Entity Type from the drop-down menu
Find and select the report in the Default Report Selections table. The report is highlighted.
Click to move the selected report up in the report order. Click to move the selected report down in the report order.
Click Save Settings.
Repeat Step 2. to Step 5. to modify the report order for each entity type which applies to clients in your practice.

To create and apply a Practice style set

Practice Style Sets

To add a logo to your reports

From within the Practice Report Settings.
On the TASKS bar, click Report Options.

To map Account groups at a practice level

To add or edit paragraphs

Related topics

Configuring Practice Report Settings

Securing your data

Preparing your practice

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