How To Guides

The following How To Guides can assist you configuring and using ExcelReportLink.

Licensing

• How to Subscribe to ExcelReportLink

Setup

• How to install a custom report
• How to share ExcelReportLink using Dropbox
• How to share ExcelReportLink on Network
• How to Connect ExcelReportLink to MYOB AccountRight 19
• Connecting ExcelReportLink to MYOB AccountRight Live
• How to create a new instance of ExcelReportLink

Consolidation

• How to connect ExcelReportLink to multiple data files
• How to report on multiple data files

Category Reporting

• How to Report by Category

Data Files

• How to choose the data files for which to get data

Versions

• How to enable the advanced accruals version
• How to enable or disable the MYOB Budget version
• How to enable or disable the MYOB Job Budget version
• How to enable or disable the Sales Orders version
• How to enable or disable the Accruals (Category) version
• How to enable or disable the Cash version

Cash Data

• How to enable cash based reporting

Years

• How to change the number of Financial Years extracted into ExcelReportLink

Transfers

• How to move ExcelReportLink to another location (Folder/Computer)

Navigation

• How to select a report using the menu