Forum Discussion

Nola's avatar
Nola
Partner
6 years ago

Annual reporting

I agree with two previous posts. I have only just seen the Advisor reporting at Incite. It looks great - but This would be a great tools in our Annual meeting - when most client want to sit down and discuss the last 12 months -

  • Haydes's avatar
    Haydes
    MYOB Product Team

    Hi Nola

     

    There was a recent update to Advisor that captured the Year To Date data in some graphics. You can see this data in Advisor under the Sales & Expenses tabs after you have run a report.

     

    If you run a report for a Client's file and check these graphics, could you let us know if this what you were looking for?

    • Nola's avatar
      Nola
      Partner

      Thank you for your reply - yes that does help with some of the reporting - but it still would be good to have all the ports with the availability to run them for the whole 12 months.  But it is a good update.