Printing and customising reports

Chapter 12 Printing and customising reports

1 3 2 M YOB Accounting M YOB Premier Asia Reconciliation report, can’t be added t o report bat ches because you need to specify inform at ion t o be print ed each t im e you want to print t he report . Cust om report s are also excluded. 1 Go to the Reports m enu and choose Report Batches . The Report Batches window appears. 2 Click N ew . All the reports that can be batched appear. 3 Enter a name for the batch. 4 Click each report you want to include in the batch. To rem ove a report from the batch, click the report name a second tim e. A tick appears to the left of each selected report. 5 Click OK . The Report Batches window appears again with the name of the new batch in the scrolling list. To print a report bat ch 1 Go to the Reports m enu and choose Report Batches . The Report Batches window appears. 2 Select the relevant period from the Period list. You can choose any of the m onths or quarters in the current financial year, or you can choose to print inform ation for the entire year to date. 3 Choose a report batch for printing and click Print . Each report in the batch is printed. To change a report bat ch 1 Go to the Reports m enu and choose Report Batches . The Report Batches window appears. 2 Highlight the name of the batch you want to change and click Edit . The N ew Edit Batch window appears. 3 Change the batch nam e, if necessary, and the reports contained in the batch. Click a report to select or de-select it.. 4 Click OK to save your changes. To delet e a report bat ch 1 Go to the Reports m enu and choose Report Batches . The Report Batches window appears. 2 Highlight the name of the batch you want to delete. 3 Go to the Edit menu and choose Delete Batch . Customising reports You can custom ise a report, print it im mediately and then revert the report to the original settings. Alternatively, if you want to retain a report’s m odifications, you can save it. When you save a customised report, it appears in the Custom view of the Index to Reports window. Customising reports 1 3 3 User Guide Follow the steps below to customise a report. z ‘Select the data to be printed’ below . z ‘Specify the required fields’ on page 134 . z ‘Select finishing options’ on page 134. z ‘Change the report format’ on page 135 . z ‘Print the report’ on page 135. z ‘Save the report’ on page 135. St ep 1: Select t he dat a t o be print ed You control the am ount of information that appears on your reports w ith filters. A filter is another nam e for a search criterion. Filters allow you to choose specific categories or ranges of data to be included on a report. For example, if you want to print a Customer Payments Closed Invoices report for a custom er for the months M ay to July, you can use filters to select just that customer and just those m onths. You can filter the information that appears in a report in either the Report Display window or the Report Customisation w indow. The latter option gives you m ore custom isation options. To filt er report s in t he Report Display w indow 1 Go to the Reports menu and choose Index to Reports . The Index to Reports window appears. 2 Locate and highlight the report you want to custom ise. 3 Click Display . The Report Display window appears. 4 Filter the report by making the required entries and selections in the toolbar that appears in the top section of the Report Display window. Some reports do not have selection options. 5 Click Redisplay . The report is refreshed with the new filtering options applied. To make further filtering selections, see ‘To filter reports in the Report Customisation w indow’ below . To filt er report s in t he Report Cust om isat ion w indow 1 Go to the Reports menu and choose Index to Reports . The Index to Reports window appears. 2 Locate and highlight the report you want to custom ise. 3 Click Customise at the bottom of the window. The Report Customisation window appears. The actual customisation options that appear depend on the report being customised. The exam ple below shows the options available for the Closed Invoices report which is one of the Sales reports.

Chapter 12 Printing and customising reports