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How to access the Report Designer in MYOB Advanced

This page is for MYOB Advanced consultants

Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.

To access the Report Designer in MYOB Advanced, you need:

  1. The "Report Designer" User Permission assigned to you. This is done from the Users screen (SM201010)

  2. Go to the "Download MYOB Advanced Tools" screen (FILEGETTER) to get the latest version of the Report Designer that matches your version of Advanced.

  3. Open the Report you want to edit in Advanced by navigating to it.

  4. When you're using a User with the correct permissions, you will see the "Edit Report" button and the Report versions tab, per the below screenshot:

  5. Press EDIT REPORT to download a .RPS file.

  6. Opening the .RPS file you just downloaded using the Report Designer you downloaded earlier will prompt you to log in:

There are two types of Report Designer files.

A .RPS file is a direct link to an Advanced Site, and really just says "Go open the current report from the website"

A .RPX file is a local copy of a report saved to your computer. If you are working on customising a report, you will probably end up with a few local .RPX copies

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