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Copying Practice Level customisations to another Reporter Year

This support note applies to:

  • AE Reporter (NZ)
  • AE Reporter (AU)
Article ID: 33952

In MYOB Reporter, you can make Practice Level customisations to Chart Maps, Database Maps, Formats or Reports.

Customisations are applied in a specific Reporter Year which are then carried forward into future years as you balance forward Reporter. 

To copy the customisations to a prior Reporter year you need to copy the relevant item from the year with the change and paste it into the prior year as required.

To copy components to another Reporter Year
  1. Open the Practice Level Report Designer. See Opening the Report Designer window.

  2. Click on the Reporter Year and select the relevant Reporter Year where the changes are evident. Then click OK. The Reporter Year changes.

  3. Click the relevant tab at the bottom of the left-hand pane where the changes are. For example, Chart Map:

  4. From the list of components, right-click on the required component and select Copy. The item is copied to the clipboard.

  5. Click on the Reporter Year and select the relevant prior Reporter Year. Then click OK. The Reporter Year changes.

  6. Click on the tab where from which the item was copied. For example, Chart Map. The information relating to the selected component appears.

  7. Right-click and select Paste. The item is coped to the selected Reporter Year.

Repeat steps 1 to 7 for each component you require to copy to the prior Reporter Year. When finished, click Close.

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