Fields in the Report Customization window

Fields
Report Customization window

Report-specific fields
These sections of each report window contain a variety of fields that are specific to the report you selected. For example, you may wish to restrict a list of transactions by the dates in which they occurred; if date range fields appeared for the report, you could enter the dates in those fields here.

Report Levels
Some reports can be customized by identifying which levels of accounts, as they are organized in the Accounts List, will be included in the report.

Report Basis
This field appears in Balance Sheet and Profit & Loss reports -- you can choose if you want to view these reports using cash basis or accrual basis accounting methods. See Note: Cash basis versus accrual basis for more information about cash basis and accrual basis accounting.

Custom Lists
Some reports can be customized by using selections from custom lists.

Identifiers
Some reports can be customized by using identifiers that you assigned to cards.

Separate Pages
This field appears for applicable reports -- mark this selection if you want to print the information for each record in this report on a separate page.

Prevent Data Changes During Report Generation
If you work in a multi-user environment, mark this selection if you want to activate multi-user file locking and prevent other users from adding, changing or removing any information from the company file while MYOB AccountEdge is generating the report.

Print button
Click this button to print the selected report.

Send To button
Click this button if you wish to create a report file for the selected report. You can send this file to a disk or to Excel, or you can email or fax it.

For more information see Saving reports as files on a disk, Saving a form or report as a PDF file to attach to an email and Emailing a form or report.

The Excel selection is part of the MYOB OfficeLink feature. In order to use OfficeLink, you must also be using Microsoft Excel 98 or Excel 2001. When you installed AccountEdge, all the components you need to use OfficeLink were installed automatically; no additional steps are required.

Design button
Click this button to open the Report Design window which allows you to choose the fields you'll print on the report you've selected.

Format button
Click this button to open Report Format window which allows you to modify the look of the report you've selected by using different font styles, sizes, colors, alignments and effects, and by changing the report's page margins.

Cancel button
Click Cancel to close the window.

Display button
Click this button to display the report to your computer screen.