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Category reports

Only available if you use categories in AccountRight

Categories are like labels which you can assign to transactions. A category might be a separate department, cost centre or office within your company, or another business segment.

For more information, see Categories.

You can only create or edit categories in your AccountRight software.

MYOB's categories reports enable you to analyse the financial position and performance of different parts of your business.

You can access categories reports via the Reporting menu > Reports Category.

The reports and their functions are listed below.

Exporting, saving and printing

You can export your report as an Excel spreadsheet or PDF by clicking Export. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.

When exporting PDFs, you can also choose which style template you want to use. When the PDF displays, you can save it.

When viewing a report, click View and print to display the report as a PDF in a new browser tab, where you can save or print it.