MYOB EXO Version 2016.3.1

The 2016.3.1 release is a Service Pack release to Exo Business 2016.3, which focusses on updates to Clarity reports. It contains improvements to the Excel export functionality, usability improvements to the reporting interfaces and fixes to issues identified in previous releases.

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New Features of 2016.3.1

Improved Excel Export

This release introduces improvements when exporting reports to Microsoft Excel. These improvements relate to the XLSData output format, which produces an Excel file in columnar format with the emphasis on ensuring the data is formatted to allow further data manipulation. (The other Excel output format, XLSReport, places the emphasis on preserving the appearance and layout of the original report.) A new XLSXData output format is available, which functions the same as the XLSData format, but produces an .XLSX file, rather than an .XLS.
On screens where reports can be exported to Excel, e.g. the Clarity Report Parameters window or the Sales Analysis Designer, the Export to XLS Report button on has been replaced with a new Export to Excel dropdown:

clarity report

The new dropdown contains three options:

  • Export to Excel 2007 and later (XLSX) this uses the XLSXData output format to produce an Excel file in the .XLSX format.
  • Export to Excel 97 2003 (XLS) this uses the XLSData output format to produce an Excel file in the older .XLS format.
  • Export to XLS Report this uses the XLSReport output format to produce an Excel file in the .XLS format.

When selecting either of the first two options, the system now analyses the report and produces an automatically formatted Excel file that presents the data as clearly as possible. All report values and totals are presented with the columns, headings and formatting from the original report (including column widths, colours, text formatting and any data formatting like the number of decimal places or percentage signs). Any extraneous report elements, e.g. titles and other labels, appear to one side, where they can be easily deleted if necessary.

Setting up Reports for Excel Export

The default behaviour for the Excel export function is to analyse reports and auto-format them as described above; however, if the Clarity report has been set up for Excel export, using the Print to File Setup window in the Exo Business Report Designer, the system will use this setup to produce the Excel report.

The Print to File Setup window includes a new option to make it easier to set up reports for exporting to Excel. (Open the Print to File Setup window by selecting Print to File Setup from the File menu while on the Design tab.)

print to file

Clicking the new Auto Layout button automatically populates the Selected Controls pane, using the same analysis as the default Excel export function. The report data columns are sorted to the top of the pane (meaning they will appear on the left of the Excel file) and the titles, labels, etc. are sorted to the end. You can then delete any unnecessary columns or re-order them as necessary. Once the report is saved with the new Print to File Setup configuration, this configuration will be used whenever the report is exported to Excel.

The new buttons let you add and remove blank columns in the Excel output. This can be useful for rows that contain section totals you can include only those columns that you want to be totalled, and tell the output to skip the other columns by adding blank columns in their place. These blank columns have the prefix <SKIP> on the Print to File Setup window they do not appear in the printed output; only in Excel.

To determine whether or not the Print to File Setup has been configured, the system looks at the Save property under Output – File for the Details section of the report. If this property is ticked, it knows the Print to File Setup has been configured, so it will use the saved configuration instead of trying to auto-format the report.

report designer

Parameters on Report Previews

When previewing a Clarity report, the report parameters now appear in a resizable pane on the left, so that you can change the preview without having to exit back to the Clarity Report Parameters window. This means that you can print out several versions of the report, or search for exceptions within a report quickly and easily.

debtors invoice listing

Enhancements to Parameter Labels

In previous versions, report parameters’ labels were always hard-coded; the release adds the ability to use the Display Names set up in EXO Business Config in parameter labels. To use a Display Name in a parameters label, enter @PARAMETER_ID in the Caption on the Display Names screen in EXO Business Config:

exo configurator

For example, on the Stock Transaction Listing report (STTTransList.clr), the captions for the Stock Group parameters are hard-coded on the Parameters Editor window to “From Primary Stock Group”, “From Secondary Stock Group”, etc.

parameters

If you have set up a different Display Name for the STOCKGROUP_SECONDARY field, you can enter @STOCKGROUP_SECONDARY into the captionat runtime, this will be replaced with the relevant Display Name. You can choose from a list of available Display Names by clicking on the new dropdown control on this field:

parameter editor

Changing the hard-coded caption names to use @STOCKGROUP_PRIMARY and @STOCKGROUP_SECONDARY results in the following captions when the report is run:

clarity report parameters

In the screenshot above, the captions for the Primary Stock Group have been changed to “Other” and “Main”, as per the Display Names.

Update to the ABN Verification Service

This release updates the ABN verification feature for company records; the system will now display a warning message if the verification fails, but will still allow the record to be saved. This gives administrators more flexibility to record company names as they see fit, which may be in a way that does not exactly match the name associated with the ABN.


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