Printing 5 year fee reports for clients and/or partners (Updated to 2023)

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

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Article ID: 35188

ARTICLE LAST UPDATED: 27 March 2023 10:03 AM

This knowledge base will help you with printing a 5-year fee report by Client or summarise this information by Partner.

We've updated the following attached reports to include 2022 data:

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

We've included the March year-end option for New Zealand clients.

To run the 2023 reports:

Download and import the reports with the 2023 suffix.
Run the reports and enter the date range 1/7/2018 to 30/06/2023.
For March year-end the date range is 1/4/2018 to 31/3/2023.

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 download these reports, choose the relevant year below and click on the report name. Make sure you take note of the location you've saved the reports to as you'll need to know this later during the import process.

Once you've downloaded the reports, follow the steps in the attached MYOB Importing Additional Reports.pdf to import them into Practice Manager.

When importing the reports, select the MYOB Portrait template. If you currently have any of these reports listed under Fees > Debtors Invoices by Client, use the Replace option once you have selected the Import menu. This option overwrites the existing copy.

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 will result in an error.

2023

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis 2023.rpt	Client 5 Year Fee Analysis 2023 March Year End.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2023.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2023 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2023.rpt	Partner Summary 5 Year Fee Analysis 2023 March Year End.rpt

2022

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis 2022.rpt	Partner Summary 5 Year Fee Analysis 2023.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2023.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2023 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2023.rpt	Partner Summary 5 Year Fee Analysis 2023 March Year End.rpt

2021

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis 2021.rpt	Client 5 Year Fee Analysis 2021 March year-end.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2021.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2021 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2021.rpt	Partner Summary 5 Year Fee Analysis 2021 March Year End.rpt

2020

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis 2020.rpt	Client 5 Year Fee Analysis 2020 March year-end.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2020.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2020 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2020.rpt	Partner Summary 5 Year Fee Analysis 2019 March Year End.rpt

2019

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis 2019.rpt	Client 5 Year Fee Analysis 2019 March Year End.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2019.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2019 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2019.rpt	Partner Summary 5 Year Fee Analysis 2019 March Year End.rpt

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 2017.rpt	Client 5 Year Fee Analysis 2017 March Year End.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2017.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2017 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2017.rpt	Partner Summary 5 Year Fee Analysis 2017 March Year End.rpt

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, 2013 and 2014 are archived here too.

2015

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis 2015.rpt	Client 5 Year Fee Analysis 2015 March Year End.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2015.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2015 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2015.rpt	Partner Summary 5 Year Fee Analysis 2015 March Year End.rpt

2016

Year ending 30 June	Year ending 31 March
Client 5 Year Fee Analysis 2016.rpt	Client 5 Year Fee Analysis 2016 March Year End.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2016.rpt	Client 5 Year Fee Analysis by Partner Family Groups 2016 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2016.rpt	Partner Summary 5 Year Fee Analysis 2016 March Year End.rpt

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