Designing reports

Reports Overview > Choosing settings for a specific report > Designing reports

Use the Report Design window to choose the type of information to include on a report.

Since 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 Customise button to open the Report Customisation window; then 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 VAT amounts on a sales report, you can choose to do so by designing the report so it includes VAT amounts. You can also choose the order in which information is printed on your reports when you design them.

Note: If you receive a message that the report is too wide to print

A message may appear advising you that the report you have chosen is too wide to fit on the paper because of report customisations. You can choose to print the report with only the information that will fit on the paper, or you may want to recustomise the report. If you want to recustomise the report, try some of these suggestions, then try to reprint the report.

  • Hide some of the fields using the report design feature; include only the fields you need.
  • Change the order of the fields using the report design feature; the fields display and print in the order that they appear in the Field Name list in the Report Design window.
  • Change the page orientation from portrait to landscape using the Print Setup command on the File menu.
  • Reduce the size of the font chosen for the report by using the report format feature.

A message may appear advising you that the report you have chosen is too wide to fit on the paper because of report customisations. You can choose to print the report with only the information that will fit on the paper, or you may want to recustomise the report. If you want to recustomise the report, try some of these suggestions, then try to reprint the report.

Note: Use caution in designing reports you plan to export to Excel

If you plan to use MYOB OfficeLink to export the report you're working with to Microsoft Excel, avoid moving or adding fields to your report since these changes can cause the information that appears in Excel to be wrong, or to be formatted inappropriately. If you wish to move the information in your report around, we suggest that you do so using Excel after the report has been exported.

For more information about OfficeLink, refer to OfficeLink Overview.

Click below for the step-by-step procedure:

To design a report