Working with custom reports

Reports and forms > Working with custom reports

You have a number of options within AccountEdge with which you can personalize your displayed and printed documents, as well as the process by which you print reports. Some options can be chosen that affect all reports and other options can be chosen that affect specific reports. For information about setting that affect all reports, see Choosing preference settings for reports and forms.

AccountEdge gives you complete control of the content and appearance of your AccountEdge reports. You can use Customize, Design, Format and the Report Display in any combination to customize your reports. If you want, you can customize a report, print it immediately, then revert the report back to its original settings. Or, if you wish to retain a report's modifications, you can customize the report and save the changed report. When you save a customized report, the report is known as a custom report.

Note: Some formatting changes you make won't appear in reports exported to Excel

Some formatting changes you make to your report in MYOB AccountEdge won't appear when you export the report to Excel using MYOB OfficeLink. You may need to make some custom changes in Excel after the report has been exported.

For more information about OfficeLink, see OfficeLink.

Note: If you've created custom reports using a previous MYOB product

If you've created custom reports using a previous MYOB product, you may not be able to display and print them using MYOB AccountEdge Version 3. Because of the addition of new report fields, changes of field names or changes to the length of information that will be displayed and printed for a field, you may need to recustomize those reports.

Step by step
To create a custom report

Related topics
To save a report as a custom report
To change a report format back to its original format

Choosing preference settings for reports and forms
(for all reports)


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