How to Report by Category

MYOB AccountRight Live has two sets of data which we can. One is by account and job and the other is by account and category. There is no one version which allows you to report both dimensions at the same time. By default ExcelReportLink is configured to pull the data set by Job and disables data set by category one.

If you wish to report by Category you first need to enable the Category Accruals version

Once done then run a full Get Data

Now that the data is avaialble in ExcelReportsLink Data Warehouse, you then need to select it from the Data Source Sheet in the report pack you want to run it from

And then in pivot table drag the Category field into the report where you want it to go