Primary Filters

Filters allow you to choose specific pieces or ranges of data that can be included on a report.

A primary filter is often necessary to give a basic definition to the report. For example, you must choose to base an Inventory report on a single item, on several selected items, or on all items. Filters for which a selection is required display the selection `All' by default. You can leave All as your selection or click the arrow to open the Select from List [multiple selection] window, where you can select a single record or multiple records (Selecting records to include in a report).

You are not required to make selections for all primary filters; for example, the custom lists you've created. These filters also are drop-down lists, but no selection appears by default, indicating it is not required.

Not every report has primary filters. For those reports that do, the primary filters are displayed in the area of this window above the three tabs.

Advanced Filters tab

Click this tab to view more filters, other than the primary filters, that can help you create a report that provides you with the information you need. These filters vary among your many reports, but examples include: date range, ID range, amount range, identifiers, source journal type, account levels for Account reports, cash basis or accrual basis for some Banking reports, sale or purchase type for Sales or Purchases reports, activity type for Time Billing reports, ZIP code range for Card File reports and so on.

Report Fields tab

Click this tab to view a list of all the fields available for the selected report and choose the fields you want to print on the report.

There are two sections:

• Available Fields lists every field you can include in the selected report, with a checkmark column to the left of the list. The fields that are included by default in a standard version of this report are already marked. You can mark any additional fields to include them in the report and if unmark any field to exclude them from the report. To mark all the fields, click the checkmark icon at the top of the column.

• Selected Fields lists every field in the Available Fields list that is marked. When you mark or unmark a field in the Available Fields list, it is added or removed from the Selected Fields list immediately.

Finishing tab

Select this tab to view a variety of options you can select that affect the formatting of the report, the way the system works when you print the report and the inclusion of the report in the Reports menu. Some options are common to all reports, others are specific to a certain report:

• Include Company Name: Mark this selection if you want this information to appear at the top of the report.

• Include Company Address: Mark this selection if you want this information to appear at the top of the report.

• Include Report Date and Time: Mark this selection if you want this information to appear at the top of the report.

• Separate Pages: 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.

• Include on Reports Menu: You probably use some reports on a very regular basis. You can list those reports you use most frequently in the Reports menu, where you can quickly open the Report Customization window for the report by selecting it from the menu without opening the Index to Reports window.

Mark this selection if you want the selected report to be added to the Reports menu. You must display the report (click the Display button) for this to take effect.

Other options that appear for some reports include:

• Include $0.00 Balances

• Sort By (some of the choices may be number, name, ID or date)

• Include Inactive Records (accounts, jobs, items, cards)

• Include Account Numbers; Include Accounts with No Activity; Rounding (accounts)

• Include Balance Sheet Accounts; Consolidated; Exclude 100% Complete Jobs (jobs)

• Subtotal by Payment Method (banking)

• Include Orders Without Promise Date; Sale Status (sales)

• Print Card Totals; Print Item Totals; Analyze by Dollars or Units (or Cost of Sales); Display Originating or Local Currency; Overdue Balances Only (sales, purchases

• Tax Collected/Paid (tax)

• Subtotal By Customer/Employee or Activity/Employee (time billing)

• Include Zero Quantities/Prices (items).

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.

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.

Cancel button

Click Cancel to close the window.

Display button

Click this button to accept all the entries you've made in this window and display the report to your computer screen.