Fields in the Index to Reports window

Fields in this window

Index to Reports window

General Ledger tab

Click this tab to display a list of all General Ledger reports in the MYOB AccountEdge system.

Checkbook tab

Click this tab to display a list of all Checkbook reports in the AccountEdge system.

Sales tab

Click this tab to display a list of all Sales reports in the AccountEdge system.

Purchases tab

Click this tab to display a list of all Purchases reports in the AccountEdge system.

Inventory tab

Click this tab to display a list of all Inventory reports in the AccountEdge system.

Card File tab

Click this tab to display a list of all Card File reports in the AccountEdge system.

Payroll tab

Click this tab to display a list of all Payroll reports in the AccountEdge system.

Time Billing tab

Click this tab to display a list of all Time Billing reports in the AccountEdge system.

Custom tab

Click this tab to display a list of all customized reports in the AccountEdge system.

Name column

This column displays the names of all reports in the AccountEdge system. Report names are organized alphabetically in the list for each tab.

When you double-click a report name, the Report Selection window for that report appears. (You can also open the Report Selection window by highlighting a report name and clicking the Filters button.) In the Report Selection window, you can establish criteria to determine the information that appears on the report.

Command Center column

This column displays the name of the command center typically associated with each of the reports displayed in the Name column.

Print button

Click this button to print the report that’s highlighted in the scrolling list in the middle of the Index to Reports window. The print dialog box for your printer will appear.

Be sure you’ve made the selections you want for the report in the Report Filters window before you attempt to print a report. To open the Report Filters window, highlight the report you want to print and click the Filters button.

Send To button

Click this button if you wish to create a report file for the report that’s highlighted in the scrolling list in the Index to Reports window. You can send this file to a disk or you can emailor fax it.

For more information see Saving reports as files on a disk, Saving a form or report as a PDF file that you can attach to an email and Emailing a form or report.

Be sure you’ve made the selections you want for the report in the Report Filters window before you attempt to save a report. To open the Report Filters window, highlight the report you want to save and click the Filters button.

Filters button

Click this button to open the Report Filters window for the report that’s highlighted in the scrolling list of the Index to Reports window. (You can also open the Report Filters window by double-clicking a report name in the scrolling list.) In the Report Filters window, you can establish criteria to determine the information that appears on the report.

Design button

Click this button to open the Report Design window for the report that’s highlighted in the scrolling list of the Index to Reports window. Using the Report Design window, you can choose the fields you’ll print on the report you’ve selected.

Format button

Click this button to open the Report Format window for the report that’s highlighted in the scrolling list of the Index To Reports window. Using the Report Format window, you can 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.

Excel button

Click this button to display the selected report in a Microsoft Excel worksheet.

(If you want to view the information on the report in AccountEdge before opening Excel, highlight the report's name in the Index to Reports window, then click the Display button; the report will appear in AccountEdge's Screen Reports window. When you're ready to view the report in Excel, click the Excel button in the Screen Reports window.)

The Excel button is part of the MYOB OfficeLink feature. In order to use OfficeLink, you must also be using Microsoft Excel 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.

Display button

Click this button to display the report that’s highlighted in the scrolling list of the Index to Reports window on your computer screen. (This process is often known as printing to screen or sending a report to the screen.) The Screen Reports window will appear, showing the report information. If you wish, you can print the report on your printer using the Screen Reports window.

Be sure you’ve made the selections you want for the report in the Report Selection window before you attempt to display a report. To open the Report Selection window, highlight the report you want to display and click the Filters button.

Close button

Click this button to leave this window.

*General Ledger tab*	Click this tab to display a list of all General Ledger reports in the MYOB AccountEdge system.
*Checkbook tab*	Click this tab to display a list of all Checkbook reports in the AccountEdge system.
*Sales tab*	Click this tab to display a list of all Sales reports in the AccountEdge system.

*Purchases tab*	Click this tab to display a list of all Purchases reports in the AccountEdge system.

*Inventory tab*	Click this tab to display a list of all Inventory reports in the AccountEdge system.
*Card File tab*	Click this tab to display a list of all Card File reports in the AccountEdge system.
*Payroll tab*	Click this tab to display a list of all Payroll reports in the AccountEdge system.
*Time Billing tab*	Click this tab to display a list of all Time Billing reports in the AccountEdge system.
*Custom tab*	Click this tab to display a list of all customized reports in the AccountEdge system.
*Name column*	This column displays the names of all reports in the AccountEdge system. Report names are organized alphabetically in the list for each tab. When you double-click a report name, the Report Selection window for that report appears. (You can also open the Report Selection window by highlighting a report name and clicking the Filters button.) In the Report Selection window, you can establish criteria to determine the information that appears on the report.
*Command Center column*	This column displays the name of the command center typically associated with each of the reports displayed in the Name column.
*Print button*	Click this button to print the report that’s highlighted in the scrolling list in the middle of the Index to Reports window. The print dialog box for your printer will appear. Be sure you’ve made the selections you want for the report in the Report Filters window before you attempt to print a report. To open the Report Filters window, highlight the report you want to print and click the Filters button.
*Send To button*	Click this button if you wish to create a report file for the report that’s highlighted in the scrolling list in the Index to Reports window. You can send this file to a disk or you can emailor fax it. For more information see Saving reports as files on a disk, Saving a form or report as a PDF file that you can attach to an email and Emailing a form or report. Be sure you’ve made the selections you want for the report in the Report Filters window before you attempt to save a report. To open the Report Filters window, highlight the report you want to save and click the Filters button.
*Filters button*	Click this button to open the Report Filters window for the report that’s highlighted in the scrolling list of the Index to Reports window. (You can also open the Report Filters window by double-clicking a report name in the scrolling list.) In the Report Filters window, you can establish criteria to determine the information that appears on the report.
*Design button*	Click this button to open the Report Design window for the report that’s highlighted in the scrolling list of the Index to Reports window. Using the Report Design window, you can choose the fields you’ll print on the report you’ve selected.
*Format button*	Click this button to open the Report Format window for the report that’s highlighted in the scrolling list of the Index To Reports window. Using the Report Format window, you can 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.
*Excel button*	Click this button to display the selected report in a Microsoft Excel worksheet. (If you want to view the information on the report in AccountEdge before opening Excel, highlight the report's name in the Index to Reports window, then click the Display button; the report will appear in AccountEdge's Screen Reports window. When you're ready to view the report in Excel, click the Excel button in the Screen Reports window.) The Excel button is part of the MYOB OfficeLink feature. In order to use OfficeLink, you must also be using Microsoft Excel 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.
*Display button*	Click this button to display the report that’s highlighted in the scrolling list of the Index to Reports window on your computer screen. (This process is often known as printing to screen or sending a report to the screen.) The Screen Reports window will appear, showing the report information. If you wish, you can print the report on your printer using the Screen Reports window. Be sure you’ve made the selections you want for the report in the Report Selection window before you attempt to display a report. To open the Report Selection window, highlight the report you want to display and click the Filters button.
*Close button*	Click this button to leave this window.