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Adding an additional grouping to a report

This support note applies to:

  • AO Tax (NZ)
  • AE Statutory Reporter (NZ)
  • Workpapers (NZ)
  • AO Practice Manager (NZ)
  • AO Practice Manager (AU)
  • AO Tax (AU)
  • AE Workpapers (AU)
  • AE Statutory Reporter (AU)
  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
  • AE Tax (NZ)
  • AE Tax Series 6 & 8 (AU)
  • AE Tax (AU)
Article ID: 34727

In MYOB Accountants Enterprise (AE) and Accountants Office (AO) you many want to change the way a report is grouped. For example, it's currently grouped by Partner and you would like it to be grouped by Partner and then by Manager.

To achieve this, you will need to edit the report layout to change the grouping from the Edit Layout (Designer).

The attached document (AE Reports Additional Formatting Guide.pdf) provides a range of information to help you with more complex report design and editing.

Please refer to pages 12 and 13 for a step by step example of how to add a report grouping. In the example the grouping is changed from Partner to Partner/Manager.

To learn more about creating and editing reports, Creating reports provides links to the Online Learning currently available.


Should you require further assistance with customising reports, please contact your Client Manager.
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