To format a report

If you haven't already read the Reports Overview, see Formatting reports for more information.

Note: Formatting changes won't appear in reports exported to Excel

 Any formatting changes you make to your report in MYOB AccountEdge will not appear in Excel, if you export the report to Excel using MYOB OfficeLink. If you plan to export your report, we suggest you make formatting changes in Excel after the report has been exported.

For more information about OfficeLink, see the OfficeLink Overview.

The Index to Reports window should be displayed.

  1. Highlight the report you want to format. Click the Customize button to open the Report Customization window; then click the Format button.

  2. The left side of the Report Format window contains a representation of the sections that will be printed on your report.

    To make changes to a section of a report, click the section in the left side of the window to highlight the section, then make selections from the lists and boxes in the top half of the right side of the window.

  1. Mark the Company Name and the Report Date selections if you want to include the name of your company and the current date on the report.

  2. If you wish to change the printed area of your report, make changes to the Left Margin and Top Margin fields in the bottom right corner of the Report Format window. You can also click the Page Setup button at the bottom of the window to make further changes to your page settings.

  3. Click OK.

See also

Choosing preference settings for reports and forms

To format a report