Skip to content

Cost centre reports

Only available if you use cost centres in AccountRight

Cost centres are like labels which you can assign to transactions. A cost centre might be a separate department or office within your company, or another business segment.

For more information, see Cost centres.

You can only create or edit cost centres in your AccountRight software.

MYOB's cost centres reports enable you to analyse the financial position and performance of different parts of your business.

You can access cost centres reports via the Reporting menu > Reports Cost centre.

The reports and their functions are listed below.

Cost centre balance sheet

AddAdd
  1. Go to the Reporting menu and choose Reports > Cost centre.

  2. Click to open the Cost centre balance report.

  3. Filter the report as required by cost centres and a date range

  4. Select Report options, such as how to display negative amounts and whether you want to show cents in amounts.

  5. Click a cost centre to see all the categories assigned to that cost centre – click Expand all to see all of them. 

  6. To view a combined balance sheet for all of your cost centres, click Consolidate cost centres.

  7. Click Customise to remove or reorder columns.

    If you've removed or reordered columns, these changes only appear in the detail of the report. Click Expand all to see them.

  8. If you want to save your changes to the report, click Save as to save it as a custom report. The report with your changes will then be available in the Custom reports tab.

Cost centre general ledger

AddAdd
  1. Go to the Reporting menu and choose Reports > Cost centre.

  2. Click to open the Cost centre general ledger report.

  3. Filter the report as required by:

    • a date range

    • categories

    • cost centres

    • transaction types

    • amounts and transaction memo text (click Transaction filter).

  4. Click a cost centre to show the balances of categories and transactions assigned to that cost centre – click Expand all to see all of them.

  5. Click Customise to remove or reorder columns.

    If you've removed or reordered columns, these changes only appear in the detail of the report. Click Expand all to see them.

  6. If you want to save your changes to the report, click Save as to save it as a custom report. The report with your changes will then be available in the Custom reports tab.

Cost centre profit and loss

AddAdd
  1. Go to the Reporting menu and choose Reports > Cost centre.

  2. Click to open the Cost centre profit and loss report.

  3. Filter the report as required by date range or cost centres.

  4. Click a cost centre to show the balances of categories and transactions assigned to that cost centre – click Expand all to see all of them.

  5. To view a combined profit and loss report for all of your cost centres, click Consolidate cost centres.

  6. Click Customise to remove or reorder columns.

    If you've removed or reordered columns, these changes only appear in the detail of the report. Click Expand all to see them.

  7. If you want to save your changes to the report, click Save as to save it as a custom report. The report with your changes will then be available in the Custom reports tab.

Exporting, saving and printing

You can export your report as an Excel spreadsheet or PDF by clicking Export. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.

When exporting PDFs, you can also choose which style template you want to use. When the PDF displays, you can save it.

When viewing a report, click View and print to display the report as a PDF in a new browser tab, where you can save or print it.