Publish Reports with MYOB AccountRight Data in Crystal Reports

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MYOB AccountRight ODBC Driver

The MYOB AccountRight ODBC Driver is a powerful tool that allows you to connect with live data from MYOB AccountRight, directly from any applications that support ODBC connectivity.

Access MYOB AccountRight data like you would a database - read, write, and update Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface.



Use the Report Wizard to design a report based on up-to-date MYOB AccountRight data.

Crystal Reports has many options for offloading data processing to remote data; this enables real-time reporting. The CData ODBC Driver for MYOB AccountRight brings this capability to Crystal Reports. This article shows how to create a report on MYOB AccountRight data that refreshes when you run the report.

Connect to MYOB AccountRight Data

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

  • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
  • User: The username associated with your company file.
  • Password: The password associated with your company file.

Connecting to a Cloud Instance

To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

Connecting to an On-Premise instance:

When connecting to an on-premise instance, you will need to set the following connection property in addition to those above:

  • InitiateOauth: Set this to OFF.
  • Url: The Url of your MYOB instance.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

You can then follow the procedure below to use the Report Wizard to create the MYOB AccountRight connection.

  1. In a new report, click Create New Connection -> ODBC.

  2. In the resulting wizard, click Select Data Source and select the DSN in the Data Source Name menu.

Design a Report

After adding a ODBC connection to MYOB AccountRight, you can then use the Report Wizard to add MYOB AccountRight data to your report.

  1. Click File -> New -> Standard Report.
  2. Expand the ODBC node under Create New Connection and double-click Make a New Connection.
  3. Configure the data source by selecting the tables and fields needed in the report. This example uses the Id and Name columns from the Accounts table.

You can then configure grouping, sorting, and summaries. For example, this article groups on Id and summarizes on Name. See the following section to use the aggregate and summary to create a chart.

Create a Chart

After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart that aggregates the values in the Id column.

  1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by, Id in this example, in the On Change Of menu.
  2. In the Show Summary menu, select the summary you created.
  3. Select filters and a template, as needed, to finish the wizard.

Preview the finished report to view the chart, populated with your data. If you want to filter out null values, use a SelectionFormula.

Working with Remote Data

To ensure that you see updates to volatile data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.

You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you will need to have selected a column to group on in the report creation wizard.

  1. Click File -> Report Options and select the Perform Grouping On Server option.
  2. Click Report -> Section Expert and select the Details section of your report. Select the Hide (Drill-Down OK) option.

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed.