Send Reports
Form ID: (SM205060)
With this form, you can send reports to users specified in the report templates. Report templates, which can be configured for each report, include the typical settings for selecting, filtering, and sorting the data on the reports you and other users would otherwise specify manually before running the report.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Process | Initiates the process of sending the selected reports. |
| Process All | Initiates the process of sending all the listed reports. |
Selection Area
In the Selection area, you can select a report by its screen ID and send it to all users signed up for the report or to a particular user.
| Element | Description |
|---|---|
| Report ID | The ID of the report for which a template is configured. |
| User | The user to receive the report. Make no selection to view reports to be sent to all users. View your user name in the box if you select the Me check box to the right. |
Table
The table displays the report templates according to which the report should be sent to its recipient on the selected date or earlier. You can merge several reports to one net report.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Selected | A check box that indicates (if selected) that this template should be processed. |
| Template | The template configured for the report. |
| Report ID | The report to be sent. |
| Title | The title of the report. |
| User | The user who is a recipient of the report. |
| Default | A read-only check box that indicates (if selected) that this template is the default template for the report. |
| Shared | A read-only check box that indicates (if selected) that this template is shared with other users. |
| Merge Reports | A check box that indicates (if selected) that this report will be
merged with the other reports with Merge
Reports check box selected to one net report when
processed. For details on email settings for reports, see Report Form in the
MYOB Advanced Interface Guide. Note: Merge function for reports in Excel format is not
supported. If you want to merge a report with other reports and send an aggregated
report by email, you should select either the HTML or PDF format for the report. |
| Merging Order | The number of the report in the net report. |