Customising reports for the Practice

https://help.myob.com/wiki/x/6wfnAQ

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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 applying 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.

[Insert image here (preparing)]

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

As every practice is different, we've put together the following table so you can easily find the topic for the task you're looking for.

Expand this table and follow the links for any of the personalisation options you're interested in learning more about.

Report personalisation options table

Function	Topic
Change order of reports	Changing the order of practice reports
Rename reports	Renaming practice reports
Change the font and text size in reports	Customising your practice styles
Change the overall style, display and page margins of the report	Setting display options*
Adding watermarks	Defining watermark settings
Add your practice logo to the Cover page	Defining image settings
Add your practice logo to the Compilation report	Inserting logos into the Compilation Report
Create new or amend paragraphs	Editing paragraphs
Map account groups at practice level	Account groups and Tax Account Groups*
Edit non-transaction data	Non-transaction data in Statutory Reporter*

You can also watch us walk through the personalisation options in this video.

Related topics

Configuring Practice Report Settings

Securing your data

Preparing your practice

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