Reports Overview - Saving custom reports

Saving custom reports

Reports Overview > Choosing settings for a specific report > Saving custom reports

If you plan to use a specific report's design and format many times in the future, you can customize the report once and save the changes so you can use the modified report whenever you want.

When you save a report's changes, you create a custom report. Custom reports appear in the Custom section of the Index to Reports window, and can be printed, displayed and saved as files, just like any other AccountEdge reports.

Since the report name you provide will eventually appear in the Index to Reports window, so you may want to enter a name that's easy for you to recognize in the future.

You can perform the same tasks with custom reports as you do with any other AccountEdge reports, including printing them, displaying them on your computer screen, saving them as files on a disk and emailing them.

To print a report

To save a report as a file on a disk

Note: Where are my custom reports stored?

When you save a custom report using the steps in the previous section, the report's customization information is stored in a special folder on your computer's hard disk. This folder is named CUSTOM, and is located inside the folder in which the MYOB application is located. For example, if MYOB AccountEdge is installed in the MYOB AccountEdge folder, the Custom folder will be located inside that folder. Each custom report will appear in the Custom folder.

Be very careful when you use the Finder with the CUSTOM folder; if you delete or rename this location, you won't be able to use your custom reports in the Index to Reports window.

Click below for the step-by-step procedure:

To save a report as a custom report

Reports Overview - Saving custom reports