To create 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.

You may use one or more of these features to create a custom report; you may use the features in any order you like. Each step of these instructions starts at the Index to Reports window. (To find the Index to Reports window) If you use more than one feature, you may find the feature you need without returning to the Index to Reports.

1. To customize a report: When you find the report you want to use, highlight it. Click the Customize button at the bottom of the window.

Make entries and selections in the Report Customization window window, then click OK. You can now print or display the report with the Customization you selected.

2. To format a report: Highlight the report whose format you want to change. Click the Customize button to open the Report Customization window; then click the Format button to open the Report Format window. (To find the Report Format window)

• In the Report Line field, choose the section of the report you wish to format. Then make selections from the lists and boxes in the window.
• 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.
• 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. To design a report: Highlight the report you want to design and click the Customize button at the bottom of the window. Then, in the Report Customization window, click the Design button to open the Report Design window. (To find the Report Design window)

Mark the Display column next to the fields that you want to display on the report. Click OK to close the window.

4. To use the Report Display window: Highlight the report you want to customize. Then click the Display button to open the Report Display window. (To find the Report Display window)

Select Screen Report in the View field, if it isn't already selected. Resize the columns and rearrange the fields as you wish.

• The " ^ " at the top of a column indicates that a column can be resized. To resize a column, using the mouse, move the cursor over the " ^ ". When the cursor changes to a double arrow, hold the mouse button down and drag the column to the size you want, then release the button.
• To move a field, using the mouse, move the cursor over the names of the fields. When the cursor changes to a "hand," hold the mouse button down and drag the field into the place on the report you want, then release the button.

When you've finished making the custom changes you want, click the Save As button to save the report as a custom report. (To save a report as a custom report)

Enter a name and a brief description of the custom report. Click OK.