Working with PDF style templates

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

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?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

When you export a report as a PDF, you can choose a style template which controls how the report will display in the PDF. Style templates give you control over things like page orientation, headers, footers, logos, watermarks and colours.

You can create as many templates as you like to suit your business needs.

Creating a style template

Click Reports then click Go to PDF style templates.
Click Create new style.

Duplicate an existing template
If you already have a template that's close to what you'd like, duplicate it and make your changes. This'll save time by not having to start from scratch.

Set up your style template. Here's an overview of each setting.

Setting	What you can do
Page Layout	Choose whether you want subtotals to span pages Set the page orientation (auto, portrait or landscape)
Header	Choose whether your header applies to the first page or all pages Upload a logo
Footer	Add text to the footer of each page Reset to default
Watermark	Add a watermark to each page Choose the watermark position and colour Reset to default
Style Options	Choose the backgound and text colour Reset to default

Click Save as.
Give your template a Name.
(Optional) Enter a Description of the template.
Choose who can access this template by selecting either Only I have access or All users have access.
If you have more than one <MYOB X> business and you'd like this template available for your other businesses, select the option Make this report available in other businesses.
When you're done, click Save.

Editing

Duplicating

Editing permissions

Deleting

Using

Related topics

Reports

Page tree

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?