Join Elizabeth Haverfield for an in-depth discussion in this video Saving filters and settings, part of MYOB AccountRight Reporting Necessities.
Customer ports are often run on a regular basis with the same…customization requirements such as fields turn on or off and even expanded columns.…The problem, however, is that none of the…filters and settings that were selected are saved.…This means that each time the report is…run the important report filters need to be reselected.…This leaves the report open to error if…the wrong filters are chosen.…So saving the customized report will solve this problem.…
Let's find out how this is done.…Clicking onto Reports, you come into the Index to Reports screen.…On the Banking tab, roll down to the Cash Disbursements Transaction Journal.…If we click Display, our customization screen appears.…We need to set the date range from January to January and…our report fields show all the automatic fields that are turned on.…Let's click onto job number to turn it off.…The right side of the screen shows the…selected fields, the left is all the available fields.…
Let's display it to screen, there is no job column.…Let's save this report and call it Cash Disbursements Monthly.…
- Installing MYOB
- Opening an existing data file
- Setting up tax codes
- Setting reporting preferences
- Saving filters and settings
- Editing and deleting customized saved reports
- Reviewing commonly used reports
- Completing a Business Activity Statement (BAS)
Skill Level Appropriate for all
1. Getting Started with MYOB
2. Report Features
3. Commonly Used Reports
4. Completing a Business Activity Statement
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