Customize Reports window
The left side of this window contains eight sections - Company, Address, Report, Headers, Subtitles, Body, Subtotals and Totals - that correspond to the seven sections of each MYOB AccountEdge report. If a section doesn’t apply to a particular report, the section won’t contain any information in this window. If you want to change the aspects of a specific section, click the section.
The right side of this window contains various characteristics that can be changed in the report, such as the font, font size, style and margins. After you’ve selected a section in the left-hand side of this window, you can change the section’s characteristics using the right-hand side of the window.
Company section |
This section contains your company’s name as it will appear on reports. The company name was originally entered in the Company Information window. Click this section if you wish to change its characteristics. The Company section will be printed on the report only if you mark the Include Company Name field in this window. Click this section if you wish to change its characteristics. |
Address section |
This section contains your company’s address as it will appear on reports. The address was originally entered in the Company Information window. Click this section if you wish to change its characteristics. The Company section will be printed on the report only if you mark the Include Company Name field in this window. If the selection is marked, the address will print on the first page of the report only. Click this section if you wish to change its characteristics. |
Report section |
This section contains the name of the report. The report name will appear at the top of each page of the report. Click this section if you wish to change its characteristics. |
Headers section |
This section contains the header information for the report. Headers appear at the top of each page of the report, describing the columns in the report. Click this section if you wish to change its characteristics. |
Subtitles section |
This section contains the subtitles that appear on the report. Subtitles indicate the beginning of new groups of information in the report, such as Accounts, Customers and Total. Click this section if you wish to change its characteristics. |
Body section |
This section contains the detailed information of the report, such as transaction amounts, account numbers and customer names. Click this section if you wish to change its characteristics. |
Subtotals section |
This section contains the subtotals that appear on the report. Subtotals indicate the results of calculations and will appear in various formats, such as dollars, units and percentages. Click this section if you wish to change its characteristics. |
Totals section |
This section contains the totals that appear on the report. Totals indicate the results of calculations and will appear in various formats, such as dollars, units and percentages. Click this section if you wish to change its characteristics. |
Font |
Choose the font you wish to apply to the section you selected in the left side of this window, or accept the default font, which was automatically selected by MYOB AccountEdge from the current supply of printer fonts on your computer. The default font will usually produce the highest-quality report when printed on your printer. If the font you choose wasn’t provided with your computer system (in other words, if the font isn’t a “system font”), the characters that appear on screen reports will look as similar to the font as possible, but may not exactly match the font as it’s printed on paper. |
Size |
Choose the font size you wish to apply to the section you selected in the left side of this window. |
Color button |
Click this button to open the dialog box that offers a variety of colour options and make the choices you wish to apply to the section you selected in the left side of this window. |
Style |
Choose the style or number of styles you wish to apply to the section you selected in the left-hand side of this window. Depending upon the type of computer you’re using, you can choose from the following styles: Bold, Italic, Underline, Outline or Shadow. |
Align |
Choose the alignment (left, center or right) you want to apply to the section you selected in the left side of the window. |
Negative |
Choose the presentation of negative amounts (normal, red or parentheses) you want to apply to the section you selected in the left side of the window. |
Include |
Mark Company Name if you want the company name to print on the report. Mark Report Date if you want the date the report is generated to print on the report. |
Left Margin |
Enter the amount of space, in inches, you wish to include on the left side of the printed report. The amount you enter here will be added to the default amount your printer already uses for a margin. For example, if your printer’s default margin is.25 inches and you enter 1.5 in this field, 1.75 inches of space will appear on the left side of the report. This field displays only for customized individual reports. |
Top Margin |
Enter the amount of space, in inches, you wish to include on the top of the printed report. The amount you enter here will be added to the default amount your printer already uses for a margin. For example, if your printer’s default margin is .25 inches and you enter 1.5 in this field, 1.75 inches of space will appear on the top of the report. This field displays only for customized individual reports. |
Use Default button |
Click this button to restore the default characteristics to the selected report. Use this button if you don’t want to use the customizations you’ve added. A dialog box appears, explaining that all changes you’ve previously made to this report will be removed. Click OK to remove all your changes. This button displays only for customized individual reports. |
Cancel button |
Click this button to leave this window. |
OK button |
Click this button to accept the entries you’ve made in this window and return to the previous window (Index to Reports window, Reports & Forms view of the Preferences window, or Default Font Selection window). |
Fields in the Customize Reports window