Using Finishing options - Reports Overview

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Using the Finishing tab (Report Customization window)

Click the Customize button to open the Report Customization window; then click the Finishing tab. This window lists 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. A maximum of 25 reports can be listed in the Reports menu.

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).

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