Reporting on all clients that have Team Security applied

This support note applies to:

AE Practice Manager (NZ)
AE Practice Manager (AU)
AO Practice Manager (NZ)
AO Practice Manager (AU)

Article ID: 32606

In MYOB Practice Manager (PM) Team Security can be applied to clients, contacts or suppliers whose details you wish to keep private.

However, there may be a situation where you need to generate a list of all clients who have Team Security applied to them. We've created the spreadsheet, List of clients who have team security applied to them.xls to generate this list for you in Microsoft Excel.

This spreadsheet is designed to provide basic information catering for a broad range of requirements. If changes are needed to the spreadsheet, they may be undertaken as a chargeable service, in the same way as report customisations.

To download the spreadsheet

Right-click on the List of clients who have team security applied to them.xls link and from the drop-down menu, choose Save Link As...
Navigate to a memorable folder location then click Save. The report is saved to this folder.
Using Windows File Explorer, navigate to the location you saved the spreadsheet in, and double-click on the file to open it in Excel.

If you receive an ODBC error when opening the spreadsheet, you can resolve the issue by following the steps in Checking the Data Source Connection via ODBC.
From within Excel, click the Data tab > Refresh All.
- If you receive a Microsoft Excel Security Notice, click OK to accept.
- If you are prompted with an SQL Server login screen, enter your SQL password and click OK.

MYOB INTERNAL STAFF ONLY

You can also search for the spreadsheet List of clients who have team security applied to them.xls in Support Tools > Reporting Spreadsheets > All Versions