Saving Report Formats

[Cat P]

I think we were talking about saving reports, not just running them.

The fact remains that, after editing any option, one has to rename and
add the report in order to save changes applied (for future retrieval
with those changes). Of course dynamic fields such as 'today' will
update automatically.

I have several custom reports which I sometimes modify to include new
accounts or make other changes, and at the moment there is no way round
renaming and adding.

Please correct me if I'm wrong.

Cat



On 26/07/2013 17:26, Mike or Penny Novack wrote:
> 
>> Cat, I think your answer was spot on...I don't think Wes was trying to
>> change a built in report as much as he just wants to not have to make the
>> same changes to the same options each time he runs it.
>>
>>  
>>
>>>
>>>> saved report is static (i.e., if I add transactions then run the saved
>>>> report, it retrieves the data from the time I created the report;
>>>> not the
>>>> current data).  Is there a way to save the report so that it reports
>>>>     
>>> current
>>>   
>>>> data?  Thank you, Wes
>>>>
>>>>     
> Maybe making this harder than it is?
> 
> OK, let's say that you bring up the report again and it is just what you
> want (all the other options still the same) except of course that date
> range is wrong because it's still what it was the last time. You don't
> have to re-enter everything (all the options yo have for this report).
> Simply Edit => Options and go to the sub page where you get to set
> dates, change the date range, and apply that change. Gnucash will then
> redo the report (bringing in transactions for the new time period).
> 
> I do this all the time. I am usually running reports quarterly but not
> in real time. In other words, I am running some days after the end of
> the quarter when all activity for that quarter has been entered. Now
> what I run (to be able to present a "treasurer's report" to the board is
> a Revenue Statement (Income Statement) for start of year to end of
> quarter and a Balance Sheet for end of quarter. Lot's of options
> specified (nesting levels, how subtotals shown, etc.). Naturally when I
> bring up the reports I ran for the last quarter the dates are wrong. But
> I just change those and presto, new reports done.
> 
> Michael
> 
> PS: If what you were doing was using "current date" this will STILL
> work. Simply change ANY option (say nesting level) and then change it
> back and th new "current date" will be used.
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