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Reports Overview
In MYOB Accounting Plus, reports are documents that provide various types of reference about the information you’ve entered in the MYOB system.
Over 100 MYOB Accounting Plus reports provide you with comprehensive information about your business. Using reports, you can view detailed or summary lists of your information and examine related information that allows you to analyze your business activity. Typical reports include balance sheets, account lists and sales analysis reports.
The Index to Reports window provides a single location for you to work with your reports. Using the Index to Reports, you can:
You’ve got a number of options within MYOB Accounting Plus with which you can personalize your printed documents, as well as the process by which you print reports and forms. Some options can be chosen that affect all reports and other options can be chosen that affect specific reports.
The following preference settings affect all reports and forms. See Choosing printer settings that affect all reports and forms for more information about choosing printer settings. See Choosing settings for a specific report for overview information about choosing settings for specific reports. See Customizing forms for overview information about choosing settings for specific forms.
Using the Reports & Forms view of the Preferences window, you can make a few settings that can make working with reports and forms easier.
If you wish to choose a different default font for all of your reports or forms, click the Reports button or the Forms button at the bottom of the window. Make your changes in the Change Default Forms Font window for forms or the Customize Reports window for reports, then click OK to redisplay the Reports & Forms view of the Preferences window.
Click below for the step-by-step procedure:
With MYOB Accounting Plus, you can choose to use daily aging periods of any length you like; you also can use monthly aging periods. The selections you make will affect the way information is displayed in the Analyze Receivables and Analyze Payables windows, on plain-paper statements and on the summary and detail versions of the following reports: Aged Receivables, Aged Payables, Receivables Reconciliation and Payables Reconciliation.
If you choose to use daily aging, you can use any number of days you like, up to 999 days. For example, if aging periods of 7, 14 and 21 days are common in your industry, enter 7 for the first aging period, 14 for the second aging period, and so on.
If you choose to use monthly aging, you can identify your aging periods by either month name or month number. If you choose month names, reports and windows will include transactions in the months they came due. If you choose month numbers, reports and windows will categorize transactions by the number of months they are overdue.
See the detailed examples of monthly aging in the next several tables.
If you don't select any aging options using the Preferences window, your transactions will continue to be aged at 30-, 60- and 90-day intervals as they have been in previous versions of MYOB software.
Customer |
Date |
Amount |
Terms |
Due |
A-Z Stationery |
Jul 1 00 |
$123.45 |
21 days from Inv |
Jul 22 00 |
A-Z Stationery |
Jul 14 00 |
200.50 |
21 days from Inv |
Aug 4 00 |
Chelsea Mosset |
Jul 2 00 |
400.24 |
C.O.D. |
Jul 2 00 |
Footloose Dance Studio |
Apr 30 00 |
25.00 |
30 days from Inv |
May30 00 |
Footloose Dance Studio |
May 12 00 |
112.30 |
30 days from Inv |
Jun 11 00 |
Footloose Dance Studio |
Jun 29 00 |
149.30 |
30 days from Inv |
Jul 29 00 |
Footloose Dance Studio |
Jun 30 00 |
20.35 |
30 days from Inv |
Jul 30 00 |
Footloose Dance Studio |
Jul 6 00 |
90.70 |
30 days from Inv |
Aug 5 00 |
Footloose Dance Studio |
Jul 21 00 |
85.12 |
30 days from Inv |
Aug20 00 |
My Town Realty |
May 26 00 |
210.45 |
7 days from EOM |
Jun 7 00 |
My Town Realty |
Jun 10 00 |
142.40 |
7 days from EOM |
Jul 7 00 |
Assume you chose to age on a monthly basis and selected to identify your aging periods by month names. If you age these invoices by invoice date (by choosing Calculate Number of Days Since Invoice Date from the Aging Method list in the Report Filters window) using any date in July 2000, the invoices will be aged in the following fashion.
Total |
July |
June |
May |
Pre-May | |
A-Z Stationery |
323.95 |
323.95 |
|||
Chelsea Mosset |
400.24 |
400.24 |
|||
Footloose Dance Studio |
482.77 |
175.82 |
169.65 |
112.30 |
25.00 |
My Town Realty |
352.85 |
142.40 |
210.45 |
||
Totals |
1,559.81 |
900.01 |
312.05 |
322.75 |
25.00 |
Aging Percent |
57.7% |
20.0% |
20.7% |
1.6% |
In the example above, each aging period represents the month in which the invoice came due.
Assume you chose to identify your aging periods by month numbers. The results would be the same as in the previous example, but with different headings, as follows:
Total |
1 Month |
2 Months |
3 Months |
3+ Months | |
A-Z Stationery |
323.95 |
323.95 |
|||
Chelsea Mosset |
400.24 |
400.24 |
|||
Footloose Dance Studio |
482.77 |
175.82 |
169.65 |
112.30 |
25.00 |
My Town Realty |
352.85 |
142.40 |
210.45 |
||
Totals |
1,559.81 |
900.01 |
312.05 |
322.75 |
25.00 |
Aging Percent |
57.7% |
20.0% |
20.7% |
1.6% |
In this example, each aging period represents the number of months by which the invoices assigned to the period are overdue.
If you were to age the transactions based on their invoice terms, the results would be similar to those in the previous example. However, your report or window would show the month in which the invoice falls due.
|
Total |
Current |
July |
June |
Pre-June |
A-Z Stationery |
323.95 |
200.50 |
123.45 |
||
Chelsea Mosset |
400.24 |
400.24 |
|||
Footloose Dance Studio |
482.77 |
175.82 |
169.65 |
112.30 |
25.00 |
My Town Realty |
352.85 |
142.40 |
210.45 |
||
Totals |
1,559.81 |
376.32 |
835.74 |
322.75 |
25.00 |
Aging Percent |
24.1% |
53.6% |
20.7% |
1.6% |
If you were to age the example transactions based on their invoice terms and using month numbers, the results would look like this:
Total |
Current |
1 Month |
2 Months |
2+ Months | |
A-Z Stationery |
323.95 |
200.50 |
123.45 |
||
Chelsea Mosset |
400.24 |
400.24 |
|||
Footloose Dance Studio |
482.77 |
175.82 |
169.65 |
112.30 |
25.00 |
My Town Realty |
352.85 |
142.40 |
210.45 |
||
Totals |
1,559.81 |
376.32 |
835.74 |
322.75 |
25.00 |
Aging Percent |
24.1% |
53.6% |
20.7% |
1.6% |
Click below for the step-by-step procedure:
You have a number of options within MYOB Accounting Plus with which you can personalize your 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.
The following settings affect specific reports. See Choosing preference settings for reports and forms for overview information about choosing settings for all reports.
MYOB Accounting Plus gives you complete control of the content and appearance of your MYOB Accounting Plus reports. You can use Filters, Design and Format 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.
Click below for the step-by-step procedure:
Use the Report Filters window to determine the amount of information you want to include on a report. Filters allow you to choose specific pieces or ranges of data that can be included on a single report. For example, if you want to print a Customer Payment History Report for customer Eileen Martin for the months of May through July, you can use filters to select those criteria only.
You can use filters for reports you print on your printer, as well as reports you display on your computer screen.
Click the Filter button to open the Report Filters window. The window varies, depending upon the report you’re filtering.
Wildcards are special characters that give you more flexibility in selecting various records, such as account numbers and invoice numbers, to print on reports that use that type of information.
You can use two wildcard characters, the asterisk (*) and the question mark (?), in the Report Filters window.
The asterisk Using the asterisk in the Report Filters window allows you to print a report for a specific group of records. For example, if you want to print an Account Inquiry Report for all accounts whose account numbers begin with 1, you can use the asterisk wildcard to do so. (Without the asterisk wildcard, you could print the report only for a single account or for all your accounts.)
To select only the accounts whose numbers begin with 1, enter 1* in the Selected field in the Report Filters window for the Account Inquiry Report.
When you print the report, only the accounts whose numbers begin with 1 will be included on the report.
You can use the asterisk in other locations in an account, item or job number in the Selected field, as well. For example, if you have several item numbers whose numbers end in SVC (to indicate the items are service items), you can enter *SVC in the Selected field to print a report that includes only the items whose numbers end in SVC.
The question mark The question mark wildcard allows you to restrict a report even further than the asterisk. Using the question mark, you can limit your report to elements that contain only a specific number of characters.
For example, say you want to print a Job Inquiry Report for the Cadwell Corporation. All Cadwell job numbers are three characters long and begin with the letter C. However, you have other jobs that start with the letter C and you don’t want those jobs to appear on the report. In the Selected field of the Job Inquiry Report’s Report Filters window, enter C?? to limit the report to three-character jobs that begin with C.
Like the asterisk wildcard, the question mark can be used in other locations in account, item, purchase, sale and card names, as well.
Click below for the step-by-step procedure:
Use the Report Design window to choose the type of information to include on a report.
Since MYOB Accounting Plus’s reports are already set up to be comprehensive enough for most businesses, you may want to consider printing a report or displaying it on your computer screen before you design it, just to check to see whether the report already contains the information you want.
Click the Design button to open the Report Design window. This window lists all of the fields that are available for the report. You can simply choose the fields you want to print on specific reports. For example, if you want to print tax amounts on a sales report, you can choose to do so by designing the report so it includes tax amounts. You can also choose the order in which information is printed on your reports when you design them.
A message may appear advising you that the report you have chosen is too wide to fit on the screen or that the report you have chosen is too wide to fit on the paper because of report customizations. You can choose to display or print the report with only the information that will fit on the screen or paper, or you may want to recustomize the report. If you want to recustomize the report, try some of these suggestions, then try to redisplay or reprint the report.
Click below for the step-by-step procedure:
Use the Formatting Reports window to modify the look of individual reports by using different font styles, sizes, colors, alignments and effects, and by changing the reports’ page margins. Click the Format button to open the Report Format window.
If you wish to use fonts other than the default font on individual reports, keep in mind that the new fonts may dramatically change the appearance of your reports.
When you choose a font in the Report Format window, MYOB Accounting Plus calculates the approximate number of columns that will fit on a printed page, using the fonts you’ve selected and your current print setup selections.
The widest MYOB Accounting Plus report is 106 columns. If your font and print setup selections cause a report’s calculated number of columns to be greater than 106, it may not fit on a printed page. When this happens, you must either change your page settings using the Print Setupwindow to accommodate a wider page or choose another font that fits better. (Consider using the 8-point Arial font.)
If you’ve formatted a report and want to change it back to its original format, you can simply click the Default button located at the bottom of the Report Format window.
If you plan to use a specific report’s design and format many times in the future, you can customize the report once and save the changes so you can use the modified report whenever you want.
When you save a report’s changes, you create a custom report. Custom reports appear in the Custom section of the Index to Reports window, and can be printed, displayed and saved as files, just like any other MYOB Accounting Plus reports.
Since the report name you provide will eventually appear in the Index to Reports window, so you may want to enter a name that’s easy for you to recognize in the future. The report name can be a maximum length of 27 character.
You can perform the same tasks with custom reports as you do with any other MYOB Accounting Plus reports, including printing them, displaying them on your computer screen, saving them as files on a disk and emailing them.
See also
To display a report on your computer screen
To save a report as a file on a disk
When you save a custom report using the steps in the previous section, the report’s customization information is stored in a special folder on your computer’s hard disk. This folder is named CUSTOM, and is located inside the folder in which the MYOB program is located. For example, if MYOB Accounting Plus is installed in C:\MYOBAccounting Plus, your custom reports will be stored in C:\MYOBAccounting Plus\CUSTOM.Click below for the step-by-step procedure: