Forum Discussion

Contributing User

3 years ago

Export budget reports to csv

I don't seem to be able to export my budget reports to CSV. I can export to Excel and PDF OK. The option is there to export to CSV, but nothing happens when I click on it. Many thanks.

Yanike_S
3 years ago
Hi djerrard

We are still working on getting the export to CSV working again, but in the meantime we have found if you add a GST clearing account you are able to export your budget to CSV. Click on your business name in the top right corner>>Report Settings>>Select your GST clearing account. You can create a dummy account and disable this after you downloaded your CSV file.

Let me know how you get on with this.

djerrard

Experienced User

Thanks Yanike,

I have a confession - I'm actually using "MYOB Essentials Accounting + Payroll" and not "AccountRight" as per this forum path. Sorry! However the problem I'm experiencing seems to be exactly the same as the one described in the original post.

I can create a budget
I can see "Import" and "Export" buttons - both of which provide "CSV" as a file format option
When I attempt to "Export to CSV" nothing happens
When I attempt to "Import from CSV" I get taken to a screen which suggests I should export my current budget to create a CSV file and then edit from there - however that "Export to CSV" button doesn't work either!

Don't have a CSV file?

Export your current budget as a CSV file and use excel or similar to edit it.

Pretty frustrating, but I'm over it now. As long as this bug gets logged and addressed in time for my next round of budgeting I'll be happy!

Cheers,
David

Yanike_S

MYOB Staff

3 years ago

Hi djerrard

We are still working on getting the export to CSV working again, but in the meantime we have found if you add a GST clearing account you are able to export your budget to CSV. Click on your business name in the top right corner>>Report Settings>>Select your GST clearing account. You can create a dummy account and disable this after you downloaded your CSV file.

Let me know how you get on with this.

tballinger
3 years ago
I can confirm that this has solved the issue I was having unable to export to CSV
djerrard
Experienced User
3 years ago
Yes, thanks. I can confirm that this has addressed the problem for me, too.
Moira32
Experienced Cover User
3 years ago
Hi
I am unable to export my budget to a CSV file. I am using Account Right Web Browser version.
I have tried creating a dummy GST clearing account and then exporting but still to no avail.
Is there any developments in fixing this issue?

Regards,
Moira
- Yanike_S
  MYOB Staff
  3 years ago
  Hi Moira32
  
  I am sorry to hear you are experiencing this issue and the workaround hasn't worked. Our developers are still investigating this issue. If selecting a GST Clearing Account under Report Settings hasn't solved it for you, could you send me a Private Message with your serial number and a screenshot of the report settings and a copy of the console log? I will then be able to follow this up with the developers.
  
  To open the console, select the Chrome menu (3 vertical dots) and choose More Tools >> Developer Tools
  
  Choose the Console tab to view the logs being produced.
  
  Right click and choose Clear Console
  
  Repeat the action that causes the error / issue. Any errors within the logs will be recorded in red error text.
  
  Save the error log by right clicking on the Console tab and choose Save As, to save the entire log to a .txt file.