gnucash-docs stable: Multiple changes pushed
John Ralls
jralls at code.gnucash.org
Fri Dec 13 14:24:53 EST 2024
Updated via https://github.com/Gnucash/gnucash-docs/commit/fa250b54 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/527d8e9c (commit)
via https://github.com/Gnucash/gnucash-docs/commit/68d04eec (commit)
from https://github.com/Gnucash/gnucash-docs/commit/9b265c5e (commit)
commit fa250b54794a9e7b8c11669d4b1aae3210128942
Merge: 9b265c5e 527d8e9c
Author: John Ralls <jralls at ceridwen.us>
Date: Fri Dec 13 11:23:39 2024 -0800
Merge Cristian Wehling's 'de_Reports' into stable.
commit 527d8e9c9300c0dfae47476ba0bc78a4b2343957
Author: Christian Wehling <christian.wehling at web.de>
Date: Thu May 2 18:00:37 2024 +0200
de:manual:ch_Reports: 1st german translation
diff --git a/de/manual/CMakeLists.txt b/de/manual/CMakeLists.txt
index 1b99dc23..e5d25ebf 100644
--- a/de/manual/CMakeLists.txt
+++ b/de/manual/CMakeLists.txt
@@ -89,6 +89,11 @@ set (figures
figures/Pref_Sched.png
figures/Pref_Windows.png
figures/Reconcile_Screen.png
+ figures/Report_Investment_Lots.png
+ figures/Report_Investment_Lots_Bar.png
+ figures/Report_Investment_Lots_StackedBar.png
+ figures/Report_Options_Dialog.png
+ figures/Report_Saved_Config.png
figures/Report_Screen.png
figures/Reset_Warnings.png
figures/Scheduled_Transactions.png
diff --git a/de/manual/ch_Reports.docbook b/de/manual/ch_Reports.docbook
index 7e75b908..5eaf050c 100644
--- a/de/manual/ch_Reports.docbook
+++ b/de/manual/ch_Reports.docbook
@@ -1,154 +1,131 @@
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter SYSTEM "gnc-gui-de.dtd">
-<!--
- (Do not remove this comment block.)
- Version: 2.0.x
- Last modified: January 20th 2017
- modified: December 7th 2009
- modified: May 13th 2007
- modified: November 28th 2006
- modified: August 12th 2006
- modified: February 28th 2005
-
+<!-- (Do not remove this comment block.)
+ Version: 5.1
+ Last modified: January 20th 2017
+ modified: December 7th 2009
+ modified: May 13th 2007
+ modified: November 28th 2006
+ modified: August 12th 2006
+ modified: February 28th 2005
Maintainers:
- Alex Aycinena <alex.aycinena at gmail.com>
- Chris Lyttle <chris at wilddev.net>
- Neil Williams <linux at codehelp.co.uk>
-
+ Alex Aycinena <alex.aycinena at gmail.com>
+ Chris Lyttle <chris at wilddev.net>
+ Neil Williams <linux at codehelp.co.uk>
Author:
- Chris Lyttle <chris at wilddev.net>
+ Chris Lyttle <chris at wilddev.net>
Translators:
- (translators put your name and email here)
+ Christian Wehling <christian.wehling at web.de>
-->
<chapter id="Reports">
- <title>Reports And Charts</title>
-
- <para>&untranslated;
- </para>
-
- <note>
- <para>This section is a <quote>work in process</quote>. Some of the material has not been reviewed for
- V2.0. While it may not be strictly accurate, it is at least a "guide".
+ <title>Berichte und Diagramme</title>
+
+ <abstract>
+ <para>Berichte und Diagramme geben &app; die Möglichkeit, einen Überblick über Finanzdaten auf
+ verschiedene Weise zu präsentieren. Dies kann von einer einfachen Zusammenfassung der
+ Kontosummen bis hin zu einer erweiterten Portfolioansicht reichen. In diesem Kapitel werden
+ die wichtigsten &app;-Berichte erläutert und wie sie für Ihre Zwecke angepasst werden
+ können.
</para>
- </note>
+ </abstract>
<sect1 id="report-intro">
- <title>Introduction</title>
-
- <para>Reports and Charts give &app; the ability to present an overview of financial data in various ways.
- This can range from a simple summary of account totals to an advanced portfolio view. This
- section will present an explanation of the main &app; reports and how to adjust them.
- </para>
+ <title>Einführung</title>
- <para>To run a report or chart, click on the &gm.rep; menu, then either select a report (it will open with
- standard options), or click on <guibutton> Saved Report Configuration</guibutton> to select a
- report you have previously configured and saved.
+ <para>Um einen Bericht aufzurufen oder ein grafisches Diagramm auszuführen, wählen Sie im Menü &gm.rep;
+ entweder einen vorgefertigten Bericht aus, oder klicken Sie auf &mc.rep.saved-rep-conf;, um
+ einen Bericht auszuwählen, den Sie zuvor konfiguriert und gespeichert haben.
</para>
- <para>Once the report has opened, click on the <emphasis>toolbar</emphasis> button
- <guibutton>Options</guibutton> to configure the report as needed, for example to set the
- report date or select accounts.
+ <para>Sobald der Bericht geöffnet ist, klicken Sie in der <emphasis>Werkzeugleiste</emphasis> auf die
+ Schaltfläche <guibutton>Optionen</guibutton>, um den Bericht an Ihre Anforderungen
+ anzupassen, zum Beispiel um das Berichtsdatum festzulegen oder Konten auszuwählen.
</para>
<tip>
- <para>If you intend to save a report configuration, you should choose a named report date option such as
- <emphasis>Today</emphasis> rather than enter a specific date so it is not necessary to enter
- a specific date again in future reports.
- </para>
- </tip>
-
- <tip>
- <para>If you often run a report with a date as at the start or end of an accounting period, set the
- accounting period start and end dates in &mc.ed.pref;
- <guilabel>Buchführungsperioden</guilabel> then select appropriate report date options. See
- <xref linkend="prefs-accounting-period" />.
- </para>
- </tip>
-
- <tip>
- <para>If you cannot find a specific report to suit your requirements, you may be able to use the
- <guilabel>Find Transaction</guilabel> assistant ( &mc.ed.find; ) to select a set of
- transactions, and then report them using &mc.rep.acct-rep; . Further formatting or analysis
- may be done by copying and pasting the report into a spreadsheet.
+ <para>Werden Sie bei den vorgefertigten Berichten nicht fündig, können Sie möglicherweise mit Hilfe von
+ &mc.ed.find; den <xref linkend="tool-find-txn" />-Assistenten verwenden, der Ihnen dabei
+ hilft, eine Reihe von Buchungen auszuwählen. Diese können Sie dann mit &mc.rep.acct-rep;
+ auswerten. Eine weitere Formatierung oder Analyse kann durch Kopieren und Einfügen des
+ Berichts in eine Tabellenkalkulation erfolgen.
</para>
</tip>
- <para>After you have configured a report, you can save the configuration for future use by clicking either
- the <guibutton>Save Report Configuration</guibutton> or <guibutton>Save Report Configuration
- As...</guibutton> button.
- </para>
-
<sect2 id="report-saving">
- <title>Saving a Report Configuration</title>
-
- <para>To save a report configuration for future use, while the required report tab is selected, go to the
- report options, select the <emphasis>General</emphasis> tab and change the <emphasis>Report
- Name</emphasis> to a meaningful unique name. Do not confuse this with the <emphasis>Report
- Title</emphasis> which prints at the top of a report.
- </para>
+ <title>Speichern einer Berichtskonfiguration</title>
- <para>Click the <guibutton>Save Report Configuration</guibutton> or <guibutton>Save Report Configuration
- As...</guibutton> button. This will store your customized report options in a file below
- your home directory.
-<!-- FIXME by adding the wiki page to the appendix -->
- The exact location depends on your OS, its version and the &app; version. See
- <ulink url="&url-wiki;Configuration_Locations#GTK_CONFIG_HOME">wiki:Configuration_Locations#GTK_CONFIG_HOME</ulink>,
- <ulink url="&url-wiki;Configuration_Locations#GNC_DATA_HOME">GNC_DATA_HOME</ulink> and
- <ulink url="&url-wiki;Configuration_Locations#In_GNC_DATA_HOME">Files in
- GNC_DATA_HOME</ulink> Then it is
- <filename>GNC_DATA_HOME/saved-reports-<replaceable>version</replaceable></filename>.
+ <para>Um die Konfiguration eines Berichtes für eine künftige Verwendung zu speichern, gehen Sie bei
+ geöffnetem Bericht im Menü zu &mc.ed.rep-opt;, wählen die Registerkarte
+ <guilabel>Allgemein</guilabel> und ändern den <guilabel>Berichtsname</guilabel> in einen
+ aussagekräftigen, eindeutigen Namen. Verwechseln Sie dies nicht mit dem
+ <guilabel>Berichtstitel</guilabel>, der am Anfang eines Berichts gedruckt wird.
</para>
- <para>The first time you save a report with a name that has not already been saved, you can use either the
- <guibutton>Save Report Configuration</guibutton> or the <guibutton>Save Report Configuration
- As...</guibutton> button. You can modify the report name before saving it.
+ <para>Mit den Menüeinträgen &mc.rep.save-conf; und &mc.rep.save-conf-as; können Sie Ihre angepassten
+ Berichtsoptionen in einer Datei unterhalb Ihres Home-Verzeichnis speichern.
+<!-- FIXME by adding the content of the wiki page 'Configuration Locations' to the manual e.g. appendix -->
+ Der genaue Speicherort hängt von Ihrem Betriebssystem, der &app;-Version und der
+ Berichtsversion ab. Die Details sind im &app;-Wiki unter
+ <ulink url="&url-wiki;Configuration_Locations#GNC_DATA_HOME">GNC_DATA_HOME</ulink>
+ beschrieben. Die Konfigurationen Ihrer Berichte sind in der Datei
+ <filename>GNC_DATA_HOME/saved-reports-<replaceable>version</replaceable> </filename>
+ gespeichert.
</para>
- <para>After a report configuration for a specific name has been saved, the <guibutton>Save Report
- Configuration</guibutton> button will immediately update the saved report configuration
- without giving the opportunity to save the configuration with a new name. Use the
- <guibutton>Save Report Configuration As...</guibutton> button to save the current report
- configuration with a new name.
+ <para>Nachdem Sie eine Berichtskonfiguration gespeichert haben, und an den Berichtsoptionen noch weitere
+ Anpassungen vorgenommen haben, können Sie die Änderungen mit dem Befehl &mc.rep.save-conf;
+ speichern. Möchten Sie die Berichtskonfiguration unter einen neuen Namen speichern,
+ verwenden Sie stattdessen den Menüeintrag &mc.rep.save-conf-as;.
</para>
- <para>After your customized report has been saved, it is available for use by the &mc.rep.saved-rep-conf;
- menu and it will also be listed when starting
- <menuchoice>
- <guimenu>Reports</guimenu><guisubmenu>Sample & Custom</guisubmenu><guimenuitem>Custom
- Multicolumn Report</guimenuitem>
- </menuchoice>
- .
+ <para>Ihr benutzerdefinierter Bericht steht im Menü unter &mc.rep.saved-rep-conf; zur Verfügung, und
+ kann auch in einem &mc.rep.mul-col.cus-mul-col; eingebunden werden.
</para>
</sect2>
<sect2 id="report-working">
- <title>Working with Saved Report Configurations</title>
+ <title>Arbeiten mit gespeicherten Berichtskonfigurationen</title>
- <para>Selecting &mc.rep.saved-rep-conf; will open a dialog window with the list of the <emphasis>Saved
- Report Configurations</emphasis> you have previously created. In this context
- <emphasis>Saved Report Configurations</emphasis> means the set of customized settings for
- standard reports.
+ <para>Die Auswahl von &mc.rep.saved-rep-conf; öffnet ein Dialogfenster mit einer Liste Ihrer
+ <emphasis>Gespeicherten Berichtskonfigurationen</emphasis>. <emphasis>Gespeicherte
+ Berichtskonfigurationen</emphasis> bedeutet in diesem Zusammenhang die Menge der
+ benutzerdefinierten Einstellungen für Standardberichte.
</para>
- <para>The <emphasis>Saved Report Configurations</emphasis> window lists each of your previously saved
- report configurations, and 3 small buttons at the end of each. These buttons perform the
- following actions
+ <figure pgwide="1">
+ <title>Gespeicherte Berichtskonfigurationen</title>
+
+ <screenshot>
+ <screeninfo>630x376</screeninfo>
+
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Report_Saved_Config.png" srccredit="Christian Wehling" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <para>Das Fenster <emphasis>Gespeicherte Berichtskonfigurationen</emphasis> listet jede Ihrer
+ gespeicherten Berichtskonfigurationen und weist jeweils 3 kleine Schaltflächen am Ende
+ jeder Zeile auf, mit deren Hilfe Sie diese Aktionen für die markierte Berichtskonfiguration
+ durchführen Können:
</para>
<itemizedlist>
<listitem>
- <para>Load (and run) report configuration. Double clicking a report configuration also performs this
- action.
+ <para>Laden (und Ausführen) der Berichtskonfiguration. Ein Doppelklick auf einen Eintrag in der Liste
+ führt ebenfalls diese Aktion aus.
</para>
</listitem>
<listitem>
- <para>Edit report configuration name. This enables a report configuration to be renamed.
+ <para>Name der Berichtskonfiguration bearbeiten. Damit kann eine Berichtskonfiguration umbenannt werden.
</para>
</listitem>
<listitem>
- <para>Delete report configuration.
+ <para>Löschen der Berichtskonfiguration.
</para>
</listitem>
</itemizedlist>
@@ -156,203 +133,339 @@
</sect1>
<sect1 id="report-config">
- <title>Configuring Reports and Charts</title>
+ <title>Berichte konfigurieren</title>
- <para>&app; reports have many configuration options. First, run the original report itself. Then, access
- the report options with the <guibutton>Options</guibutton> button on the
- <emphasis>toolbar</emphasis>.
+ <para>Die in &app; vorhandenen Berichte enthalten viele Möglichkeiten zur Konfiguration, mit denen Sie
+ die Berichte an Ihre Bedürfnisse anpassen können. Führen Sie zunächst den Originalbericht
+ aus und rufen dann im Menü &mc.ed.rep-opt; den Dialog mit den Berichtsoptionen auf.
</para>
- <note>
- <para>Check changed Graphic Engine Options
- </para>
- </note>
-
<sect2 id="report-opt-btns">
- <title>Report Options Buttons</title>
+ <title>Schaltflächen für Berichtsoptionen</title>
- <para>After modifying report options, either
+ <para>Mit Hilfe dieser drei Schaltflächen haben Sie die Möglichkeit die Änderungen anzuwenden und den
+ Dialog zu schließen.
</para>
- <itemizedlist>
- <listitem>
- <para>Click the <guibutton>OK</guibutton> button to apply the changes, regenerate the report and close the
- options window.
- </para>
-
- <para>or
- </para>
- </listitem>
-
- <listitem>
- <para>Click the <guibutton>Apply</guibutton> button to apply the changes, regenerate the report and leave
- the options window open for possible further changes. In this case, both the
- <guibutton>Apply</guibutton> and <guibutton>OK</guibutton> buttons will be disabled,
- indicating changes have been applied, until further changes are made.
- </para>
-
- <para>or
- </para>
- </listitem>
+ <glosslist>
+ <glossentry>
+ <glossterm>OK</glossterm>
+ <glossdef>
+ <para>Übernimmt die Änderungen, generiert den Bericht neu und schließt das Optionsfenster.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Anwenden</glossterm>
+ <glossdef>
+ <para>Mit Betätigen der Schaltfläche <guibutton>Anwenden</guibutton> werden die Änderungen übernommen,
+ der Bericht neu generiert und das Optionsfenster bleibt für mögliche weitere
+ Anpassungen offen. Die beiden Schaltflächen <guibutton>Anwenden</guibutton> und
+ <guibutton>OK</guibutton> werden erst dann erneut aktiv, sobald Sie weitere
+ Änderungen vorgenommen haben.
+ </para>
+ </glossdef>
+ </glossentry>
- <listitem>
- <para>Click the <guibutton>Cancel</guibutton> button to close the options window without applying any
- unapplied changes.
- </para>
- </listitem>
- </itemizedlist>
+ <glossentry>
+ <glossterm>Schließen</glossterm>
+ <glossdef>
+ <para>Das Optionsfenster wird geschlossen, ohne die zuvor vorgenommenen Änderungen anzuwenden.
+ </para>
+ </glossdef>
+ </glossentry>
+ </glosslist>
+
+ <figure pgwide="1">
+ <title>Dialog für Berichtsoptionen</title>
+
+ <screenshot>
+ <screeninfo>952x532</screeninfo>
+
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/Report_Options_Dialog.png" srccredit="Christian Wehling" width="&img-w;" />
+ </imageobject>
+
+ <imageobject role="fo">
+ <imagedata fileref="figures/Report_Options_Dialog.png" srccredit="Christian Wehling" />
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
</sect2>
<sect2 id="report-common">
- <title id="report-common.title">Common Report Options</title>
-
- <para>Many reports share similar options. Some common ones include:
- </para>
-
- <itemizedlist>
- <listitem>
- <para>Report Name: Set the title of the report. This is also used to print the report for later viewing.
- </para>
- </listitem>
+ <title>Gebräuchliche Berichtsoptionen</title>
- <listitem>
- <para>Date Options: Reports typically specify either a single date, or a date range, for the report. Dates
- can be specified in two ways, either directly (using the date selector), or by selecting
- a relative date from the menu. Relative dates allow you to specify dates like
- <guilabel>Beginning of this year</guilabel> or <guilabel>Today</guilabel>.
- </para>
-
- <tip>
- <para>If you often run a report with a date as at the start or end of an accounting period, set the
- accounting period start and end dates in &mc.ed.pref;
- <guilabel>Buchführungsperioden</guilabel> then select appropriate report date
- options. See <xref linkend="prefs-accounting-period" />.
+ <note>
+ <para>Da jeder einzelne Bericht eine Vielzahl an unterschiedlichen Optionen beinhaltet, wird hier nur
+ beispielhaft auf gängige Einstellmöglichkeiten eingegangen, die bei den meisten
+ Berichten genutzt werden.
+ </para>
+ </note>
+
+ <glosslist>
+ <glossentry>
+ <glossterm>Berichtsname</glossterm>
+ <glossdef>
+ <para>Legen Sie den Titel des Berichts fest. Dies wird auch verwendet, um den Bericht zur späteren
+ Verwendung zu drucken.
</para>
- </tip>
- </listitem>
-
- <listitem>
- <para>Step Size: This option is used on bar charts to determine the interval which each bar represents.
- Typical values are daily, weekly, monthly, and yearly.
- </para>
- </listitem>
-
- <listitem>
- <para>Accounts: Select the appropriate accounts for the report. Note that in some reports only certain
- types of accounts can be selected. For example, an expense piechart only allows expense
- accounts to be selected.
- </para>
- </listitem>
-
- <listitem>
- <para>Show Long Account Names: This option allows displaying either short account names (for example,
- Power) or long account names (for example, Utilities:Power).
- </para>
- </listitem>
-
- <listitem>
- <para>Include Subaccounts?: Summary reports typically have an include all subaccounts option, which if
- selected ensures that all subaccounts are included if the parent account is.
- </para>
- </listitem>
-
- <listitem>
- <para>Depth: This option allows the selection of how many levels the report displays subaccounts. If the
- subaccounts go deeper than selected, an overall value for all the subaccounts is
- calculated and included in a total. To make sure every account selected is individually
- displayed, select <guibutton>All</guibutton>.
- </para>
- </listitem>
-
- <listitem>
- <para>Style Sheet: Select a Style Sheet. Style sheets control how reports are displayed. At the moment,
- there are four style sheets: <guilabel>Default</guilabel>, <guilabel>Easy</guilabel>,
- <guilabel>Footer</guilabel> and <guilabel>Technicolor</guilabel>. You can customize each
- of these from the &mc.ed.css; menu item. This is described in the
- <xref linkend="change-style"></xref>
-<!--Changing Style Sheets-->
- section.
- </para>
- </listitem>
-
- <listitem>
- <para>Plot Dimensions: There are width and height options for most charts, which specify the displayed
- dimensions (in pixels).
- </para>
- </listitem>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Datumsoptionen</glossterm>
+ <glossdef>
+ <para>In Berichten wird in der Regel entweder ein einzelnes Datum oder ein Datumsbereich für den Bericht
+ angegeben. Datumsangaben können auf zwei Arten festgelegt werden, entweder direkt
+ (mit dem Datumsselektor) oder durch Auswahl eines relativen Datums aus der
+ Auswahlliste. Mit relativen Datumsangaben können Sie ein Datum z.B. wie
+ <guilabel>Anfang dieses Jahres</guilabel> oder <guilabel>Heute</guilabel> angeben.
+ <tip>
+ <para>Wenn Sie beabsichtigen, eine Berichtskonfiguration zu speichern, sollten Sie in den Berichtsoptionen
+ ein benanntes Datum, wie z. B. <emphasis>Heute</emphasis> wählen, damit bei
+ künftiger Verwendung der Berichte das aktuelle Tagesdatum verwendet wird.
+ </para>
+ </tip>
+
+ <tip>
+ <para>Führen Sie einen Bericht häufig mit einem Datum am Anfang oder Ende einer Buchhaltungsperiode aus,
+ legen Sie das Anfangs- und Enddatum in &mc.ed.pref; auf dem Reiter
+ <guilabel>Buchführungsperioden</guilabel> fest und wählen dann im Bericht die
+ entsprechenden Optionen für das Berichtsdatum. Siehe
+ <xref linkend="prefs-accounting-period" />.
+ </para>
+ </tip>
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Schrittgröße</glossterm>
+ <glossdef>
+ <para>Diese Option wird in Balkendiagrammen verwendet, um das Intervall festzulegen, das jeder Balken
+ darstellt. Typische Werte sind <quote>Ein Tag</quote>, <quote>Zwei Wochen</quote>,
+ <quote>Ein Monat</quote> und <quote>Ein Jahr</quote>.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Konten</glossterm>
+ <glossdef>
+ <para>Wählen Sie die entsprechenden Konten aus, die in dem Bericht berücksichtigt werden sollen.
+ Beachten Sie, dass in einigen Berichten nur bestimmte Arten von Konten ausgewählt
+ werden können. So können zum Beispiel in einem Kostendiagramm nur Aufwandskonten
+ ausgewählt werden.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Lange Kontennamen anzeigen</glossterm>
+ <glossdef>
+ <para>Mit dieser Option können Sie entweder kurze Kontonamen (z.B. Miete) oder lange Kontonamen (z.B.
+ Aufwendungen:Miete) in den Zwischensummen und Zwischenüberschriften anzeigen.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Unterkonten auswählen</glossterm>
+ <glossdef>
+ <para>Zusammenfassende Berichte verfügen in der Regel über die Option <guilabel>Unterkonten
+ auswählen</guilabel>, die gewährleistet, dass alle Unterkonten im dem Bericht
+ einbezogen werden, wenn das übergeordnete Konto ausgewählt ist.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Verschachtelungstiefe Unterkonten</glossterm>
+ <glossdef>
+ <para>Mit dieser Option können Sie auswählen, auf wie vielen Ebenen der Bericht Unterkonten anzeigt.
+ Wenn die Unterkonten tiefer gehen als ausgewählt, wird ein Gesamtwert für alle
+ Unterkonten berechnet und in eine Gesamtsumme einbezogen. Um sicherzustellen, dass
+ jedes ausgewählte Konto einzeln angezeigt wird, wählen Sie
+ <guibutton>Alle</guibutton>.
+ </para>
+ </glossdef>
+ </glossentry>
- <listitem>
- <para>Report Currency: Select the report currency. Generally, values will be converted to this currency
- for display.
- </para>
+ <glossentry>
+ <glossterm>Stilvorlage</glossterm>
+ <glossdef>
+ <para>Stilvorlagen steuern die Darstellung von Berichten. Es stehen mehrere Stilvorlagen zur Verfügung:
+ <itemizedlist>
+ <listitem>
+ <para>CSS-basierte Stilvorlage
+ </para>
+ </listitem>
- <para>The default Report Currency is defined in &mc.ed.pref; Reports tab. See
- <xref linkend="prefs-reports" />.
- </para>
- </listitem>
+ <listitem>
+ <para>Voreinstellung
+ </para>
+ </listitem>
- <listitem>
- <para>Price Source: Select how stock and currency prices are calculated in this report. Choose between:
- <itemizedlist>
- <listitem>
- <para>Nearest in time (default for most reports): A price retrieved from the prices database on the date
- nearest to the date of the report or of the datum for time-series reports.
- </para>
- </listitem>
+ <listitem>
+ <para>Einfach
+ </para>
+ </listitem>
- <listitem>
- <para>Most recent: The latest price in the price database.
- </para>
- </listitem>
+ <listitem>
+ <para>Fußzeile
+ </para>
+ </listitem>
- <listitem>
- <para>Average Cost: The amount-weighted <emphasis>net</emphasis> average of <emphasis>all</emphasis>
- splits exchanging the commodity for another <emphasis>regardless of
- account</emphasis>. Gain/loss splits are <emphasis>included</emphasis> in the
- calculation.
- </para>
- </listitem>
+ <listitem>
+ <para>Vor- oder Nachspann
+ </para>
+ </listitem>
- <listitem>
- <para>Weighted Average: The <emphasis>gross</emphasis> amount-weighted average price of
- <emphasis>all</emphasis> splits exchanging the commodity for another
- <emphasis>regardless of account</emphasis>. Gain/Loss splits are
- <emphasis>not</emphasis> in the calculation.
+ <listitem>
+ <para>Bunt
+ </para>
+ </listitem>
+ </itemizedlist>
+ Sie können jede dieser Vorlagen aus dem Menü &mc.ed.css; anpassen. Dies wird in
+ <xref linkend="change-style" /> beschrieben.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Diagrammgröße</glossterm>
+ <glossdef>
+ <para>Für Berichte mit grafischen Elementen gibt es die Möglichkeit, die Einstellungen für die
+ Diagrammbreite und -höhe anzupassen. Sie können hier eine prozentuale Angabe in
+ Bezug auf die Fenstergröße vorgeben, oder die Größe auch fest in Pixeln
+ einstellen.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Währung des Berichts</glossterm>
+ <glossdef>
+ <para>Wählen Sie die Währung, die zur Anzeige des Berichts verwendet werden soll, aus der Liste aus. Im
+ Allgemeinen werden die Werte zur Anzeige in diese Währung umgerechnet.
+ <tip>
+ <para>Die Standard-Berichtswährung wird in &mc.ed.pref; auf dem Reiter <xref linkend="prefs-reports" />
+ definiert.
</para>
- </listitem>
- </itemizedlist>
- More information on Average Cost and Weighted Average may be found in the Investments
- chapter of The Tutorial and Concepts Guide.
- </para>
- </listitem>
-
- <listitem>
- <para>Totals: Charts display totals in the chart legend if this option is selected.
- </para>
- </listitem>
+ </tip>
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Preisberechnungsquelle</glossterm>
+ <glossdef>
+ <para>Wählen Sie aus, wie die Preise für Wertpapiere und Währungen für diesen Bericht ermittelt
+ werden. Wählen Sie zwischen:
+ <glosslist>
+ <glossentry>
+ <glossterm>Am nächsten zum Berichtsdatum</glossterm>
+ <glossdef>
+ <para>(Standard für die meisten Berichte) Ein Preis, der aus der Kursdatenbank für das Datum abgerufen
+ wird, das dem Datum des Berichts am nächsten liegt.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Zuletzt bis zum Berichtsdatum</glossterm>
+ <glossdef>
+ <para>Der Preis aus der Kursdatenbank, der als letzter <emphasis>vor</emphasis> dem Datum des Berichts
+ liegt.
+ </para>
+ </glossdef>
+ </glossentry>
- <listitem>
- <para>Maximum Slices: Controls the maximum number of slices displayed in a piechart - other accounts will
- be placed in a slice marked Other.
- </para>
- </listitem>
+ <glossentry>
+ <glossterm>Neuester</glossterm>
+ <glossdef>
+ <para>Der letzte Preis in der Kursdatenbank.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Durchschnittliche Kosten …</glossterm>
+ <glossdef>
+ <para>Der betragsgewichtete <emphasis>Netto</emphasis>-Durchschnitt aus <emphasis>allen</emphasis>
+ Teilbuchungen <emphasis>unabhängig vom Konto</emphasis>.
+ Gewinn-/Verlustbuchungsteile <emphasis>werden</emphasis> in die Berechnung
+ miteinbezogen.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Gewichteter Durchschnitt …</glossterm>
+ <glossdef>
+ <para>Der <emphasis>brutto</emphasis> betragsgewichtete Durchschnittspreis <emphasis>aller</emphasis>
+ Teilbuchungen <emphasis>unabhängig vom Konto</emphasis>.
+ Gewinn-/Verlustbuchungsteile <emphasis>werden nicht</emphasis> in der
+ Berechnung berücksichtigt.
+ </para>
+ </glossdef>
+ </glossentry>
+ </glosslist>
+ Weitere Informationen zu Durchschnittskosten und gewichtetem Durchschnitt finden Sie
+ im Kapitel <ulink url="&url-docs-de;guide/chapter_invest.html">Kapitalanlagen</ulink>
+ in den &app;-Kurs und Konzepte.
+ </para>
+ </glossdef>
+ </glossentry>
- <listitem>
- <para>Maximum Bars: Controls the maximum number of bars displayed in a barchart.
- </para>
- </listitem>
+ <glossentry>
+ <glossterm>Beträge anzeigen</glossterm>
+ <glossdef>
+ <para>Wenn diese Option ausgewählt ist, werden Gesamtbeträge in der Legende des Diagramms angezeigt.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Maximale Anzahl Segmente</glossterm>
+ <glossdef>
+ <para>Steuert die maximale Anzahl der in einem Tortendiagramm angezeigten Segmente - die übrigen Konten
+ werden in einem Segment mit der Bezeichnung <emphasis>Andere</emphasis>
+ zusammengefasst.
+ </para>
+ </glossdef>
+ </glossentry>
- <listitem>
- <para>Display Columns: Choose columns to show from the register.
- </para>
- </listitem>
- </itemizedlist>
+ <glossentry>
+ <glossterm>Maximale Anzahl Balken</glossterm>
+ <glossdef>
+ <para>Steuert die maximale Anzahl der in einem Balkendiagramm angezeigten Balken.
+ </para>
+ </glossdef>
+ </glossentry>
+
+ <glossentry>
+ <glossterm>Spalten anzeigen</glossterm>
+ <glossdef>
+ <para>Wählen Sie die in dem Bericht anzuzeigenden Spalten aus der Auflistung aus. Diese Auswahl kommt
+ hauptsächlich bei geschäftlichen Berichten zur Anwendung.
+ </para>
+ </glossdef>
+ </glossentry>
+ </glosslist>
</sect2>
</sect1>
<sect1 id="report-classes">
<title>Reports Listed By Class</title>
+ <para>&untranslated;
+ </para>
+
<para>&app; has classified the main types of reports into major classes. These are all available under the
Reports menu.
</para>
@@ -391,7 +504,12 @@
<screenshot id="TxRptOpt_Screen">
<mediaobject>
- <imageobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/TxRptOpt_Screen.png"
+ srccredit="Geert Janssens" width="&img-w;"/>
+ </imageobject>
+
+ <imageobject role="fo">
<imagedata fileref="figures/TxRptOpt_Screen.png"
srccredit="Geert Janssens"/>
</imageobject>
@@ -2052,76 +2170,940 @@ Income (type INCOME)
</para>
</listitem>
- <listitem>
- <para>General Ledger:
+ <listitem id="investment-lots-report">
+ <para>Investment Lots:
</para>
- </listitem>
- <listitem>
- <para>Investment Portfolio: This report summarizes the value of the stocks in the current portfolio.
- </para>
- </listitem>
+ <figure id="fig-investlots" pgwide="1">
+ <title>The Investment Lots Report</title>
- <listitem>
- <para>Liability Barchart:
- </para>
- </listitem>
+ <screenshot id="InvestmentLotsScreenShot">
+ <screeninfo>1720x982</screeninfo>
- <listitem>
- <para>Liability Piechart:
- </para>
- </listitem>
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/Report_Investment_Lots.png"
+ srccredit="Brent McBride" width="&img-w;"/>
+ </imageobject>
- <listitem>
- <para>Net Worth Barchart: Net worth is the difference between the value of assets or liabilities.
- </para>
- </listitem>
+ <imageobject role="fo">
+ <imagedata fileref="figures/Report_Investment_Lots.png"
+ srccredit="Brent McBride"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
- <listitem>
- <para>Net Worth Linechart: Net worth plotted over time. Net worth is the difference between the value of
- assets or liabilities.
- </para>
- </listitem>
+ <abstract>
+ <para>The Investment Lots report shows details about lots in a selected set of accounts of type
+ <emphasis>Stock</emphasis> or <emphasis>Mutual Fund</emphasis>. It includes an
+ optional <link linkend="investment-lots-report-chart">capital gains summary
+ chart</link> and a <link linkend="investment-lots-report-columns">table</link> with
+ columns for <link linkend="investment-lots-report-column-d">dates</link>,
+ <link linkend="investment-lots-report-column-b">purchases</link>,
+ <link linkend="investment-lots-report-column-s">sales</link>,
+ <link linkend="investment-lots-report-column-e">end balances</link>, capital gains
+ (<link linkend="investment-lots-report-column-r">realized</link> and
+ <link linkend="investment-lots-report-column-r">unrealized</link>, short term and long
+ term), and return on investment (ROI). It also performs optional lot
+ <link linkend="investment-lots-report-options-val">validation checks</link>.
+ </para>
+ </abstract>
- <listitem>
- <para>Price Scatterplot:
- </para>
- </listitem>
- </itemizedlist>
- </sect2>
+ <para>For information about lots in &app;, see:
+ <itemizedlist>
+ <listitem>
+ <para><xref linkend="tool-lots-cap" />
+ </para>
- <sect2 id="report-biz">
- <title>Business Reports</title>
+ <note>
+ <para>Lots can be used for both securities and invoices, but this report applies to securities.
+ </para>
+ </note>
+ </listitem>
- <para>The Business Reports includes Customer and Vendor Reports and Printable Invoices as well as Aging
- reports.
- </para>
+ <listitem>
+ <para>Tutorial and Concepts Guide
+ </para>
- <sect3>
- <title>Customer Report</title>
+ <itemizedlist>
+ <listitem>
+ <para><ulink url="&url-docs-C;guide/invest-sell1.html#invest-sellLots"> Selling Shares with Automatic
+ Calculation of Capital Gain or Loss Using Lots</ulink>
+ </para>
+ </listitem>
- <para></para>
- </sect3>
+ <listitem>
+ <para><ulink url="&url-docs-C;guide/rpt_standardrpts.html#rpt_investlots"> Investment Lots</ulink> report
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
- <sect3>
- <title>Customer Summary</title>
+ <listitem>
+ <para>Wiki: <ulink url="&url-wiki-lots;">Concept of Lots</ulink>
+ </para>
+ </listitem>
+ </itemizedlist>
+ </para>
- <para></para>
- </sect3>
+ <para id="investment-lots-report-chart">Account lots gains chart: Summarizes the lot gains and losses of each account.
+ </para>
- <sect3>
- <title>Easy Invoice</title>
+ <para id="investment-lots-report-columns">Table Columns
+ </para>
- <para></para>
- </sect3>
+ <note>
+ <para>Most of the columns can be hidden in the report
+ <link linkend="investment-lots-report-options-columns">Column options</link>.
+ </para>
+ </note>
- <sect3>
- <title>Employee Report</title>
+ <note>
+ <para>The Amount columns are denominated in each account's commodity. But the Value, Basis, Price, and
+ Gain columns are always denominated in the <guilabel>Report's currency</guilabel>,
+ converted if necessary.
+ </para>
+ </note>
- <para></para>
- </sect3>
+ <itemizedlist>
+ <listitem id="investment-lots-report-column-title">
+ <para><guilabel>Lot Title</guilabel>
+ </para>
+ </listitem>
- <sect3>
+ <listitem id="investment-lots-report-column-guid">
+ <para><guilabel>GUID</guilabel>: The lot's internal, globally unique identifier. This column is hidden by
+ default, as it is probably not useful for most use cases. But it could come in handy
+ for directly querying the &app; back end data store.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-d">
+ <para>Date columns
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-column-opened">
+ <para><guilabel>Opened</guilabel>: The date on which the lot was opened. In a well-formed lot, this is the
+ transaction date of the first (and ideally only) purchase split.
+ </para>
+
+ <warning>
+ <para>Placing more than one purchase split into a single lot can make ambiguous the holding period,
+ preventing gains from being accurately grouped by short term and long term.
+ </para>
+ </warning>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-closed">
+ <para><guilabel>Closed</guilabel>: The date on which the lot was closed, which is the transaction date of
+ the sale split that reduces the lot balance to zero. If the lot is still open on
+ the report end date, then <guilabel>Closed</guilabel> is blank.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-b">
+ <para>Bought columns
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-column-ba">
+ <para><guilabel>Bought Amount</guilabel>: The total number of purchased shares.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-bv">
+ <para><guilabel>Bought Value (Basis)</guilabel>: The total purchase value of the
+ <link linkend="investment-lots-report-column-ba"><guilabel>Bought
+ Amount</guilabel></link>. This is the basis used for computing gains.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-bp">
+ <para><guilabel>Bought Average Price</guilabel>: The average price of each purchased share.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-s">
+ <para>Sold columns
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-column-ss">
+ <para><guilabel>Sold Splits</guilabel>: The total number of sold splits.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-sa">
+ <para><guilabel>Sold Amount</guilabel>: The total number of sold shares.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-sb">
+ <para><guilabel>Sold Basis</guilabel>: The total basis (purchase value) of the
+ <link linkend="investment-lots-report-column-sa"><guilabel>Sold
+ Amount</guilabel></link>.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-sv">
+ <para><guilabel>Sold Value</guilabel>: The total value (sales proceeds) of the
+ <link linkend="investment-lots-report-column-sa"><guilabel>Sold
+ Amount</guilabel></link>.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-sp">
+ <para><guilabel>Sold Average Price</guilabel>: The average sale price of each sold share.
+ </para>
+ </listitem>
+ </itemizedlist>
+
+ <note>
+ <para>The <link linkend="investment-lots-report-column-sa"><guilabel>Sold Amount</guilabel></link>,
+ <link linkend="investment-lots-report-column-sb"><guilabel>Sold
+ Basis</guilabel></link>, and
+ <link linkend="investment-lots-report-column-sv"><guilabel>Sold
+ Value</guilabel></link> columns can be optionally split into short-term and
+ long-term columns (e.g. <guilabel>ST Sold Amount</guilabel> and <guilabel>LT Sold
+ Amount</guilabel> instead of
+ <link linkend="investment-lots-report-column-sa"><guilabel>Sold
+ Amount</guilabel></link>, etc.) via the
+ <link linkend="investment-lots-report-options-columns-gg"><guilabel>Group gains by
+ age (short term and long term)</guilabel></link> Columns option.
+ </para>
+ </note>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-e">
+ <para>End columns
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-column-ea">
+ <para><guilabel>End Amount</guilabel>: The number of shares in the lot on the end date.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-eb">
+ <para><guilabel>End Basis</guilabel>: The basis (purchase value) of the
+ <link linkend="investment-lots-report-column-ea"><guilabel>End
+ Amount</guilabel></link>.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-ev">
+ <para><guilabel>End Value</guilabel>: The value of the
+ <link linkend="investment-lots-report-column-ea"><guilabel>End
+ Amount</guilabel></link>, using the share end price from the <guilabel>Price
+ Source</guilabel> (e.g. the latest price on the end date).
+ </para>
+
+ <note>
+ <para>The end price used to compute the <link linkend="investment-lots-report-column-ev"><guilabel>End
+ Value</guilabel></link> is displayed between the account name and the lot
+ rows.
+ </para>
+ </note>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-r">
+ <para>Realized gain columns
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-column-rg">
+ <para><guilabel>Realized Gain</guilabel>: The capital gains (or losses) realized on sold shares.
+ <link linkend="investment-lots-report-column-sv"><guilabel>Sold
+ Value</guilabel></link> minus
+ <link linkend="investment-lots-report-column-sb"><guilabel>Sold
+ Basis</guilabel></link>.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-rr">
+ <para><guilabel>Realized ROI</guilabel>: The realized return on investment.
+ <link linkend="investment-lots-report-column-rg"><guilabel>Realized
+ Gain</guilabel></link> divided by
+ <link linkend="investment-lots-report-column-sb"><guilabel>Sold
+ Basis</guilabel></link>, as a percentage.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-u">
+ <para>Unrealized gain columns
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-column-ug">
+ <para><guilabel>Unrealized Gain</guilabel>: The capital gains (or losses) that would be realized if the
+ remaining shares were sold on the end date.
+ <link linkend="investment-lots-report-column-ev"><guilabel>End
+ Value</guilabel></link> minus
+ <link linkend="investment-lots-report-column-eb"><guilabel>End
+ Basis</guilabel></link>.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-column-ur">
+ <para><guilabel>Unrealized ROI</guilabel>: The unrealized return on investment.
+ <link linkend="investment-lots-report-column-ug"><guilabel>Unrealized
+ Gain</guilabel></link> divided by
+ <link linkend="investment-lots-report-column-eb"><guilabel>End
+ Basis</guilabel></link>, as a percentage.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+
+ <note>
+ <para>The realized and unrealized gain columns can be optionally split into short-term and long-term
+ columns (e.g. <guilabel>ST Realized Gain</guilabel> and <guilabel>LT Realized
+ Gain</guilabel> instead of
+ <link linkend="investment-lots-report-column-rg"><guilabel>Realized
+ Gain</guilabel></link>, etc.) via the
+ <link linkend="investment-lots-report-options-columns-gg"><guilabel>Group gains by age
+ (short term and long term)</guilabel></link> Columns option.
+ </para>
+ </note>
+
+ <para id="investment-lots-report-options">Report Options
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-options-accounts">
+ <para>Accounts tab
+ </para>
+
+ <para>These options control which accounts to include in the report, using a standard account selector.
+ Selected accounts that are not of type <emphasis>Stock</emphasis> or
+ <emphasis>Mutual Fund</emphasis> are ignored.
+ </para>
+
+ <tip>
+ <para>Select only taxable accounts to scope the report to taxable capital gains.
+ </para>
+ </tip>
+
+ <para>Additional options:
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-options-accounts-ns">
+ <para><guilabel>Include accounts with no shares</guilabel>: When disabled, accounts with an empty balance
+ on the report's end date are ignored. This can be useful when wanting to see
+ only unrealized gains.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-accounts-nl">
+ <para><guilabel>Include accounts with no lots</guilabel>: If some commodity accounts intentionally do not
+ use lots, then disabling this option is a convenient way to prevent such
+ accounts from cluttering the report.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-chart">
+ <para>Chart tab
+ </para>
+
+ <para>These options control the <link linkend="investment-lots-report-chart"><guilabel>Account Lot
+ Gains</guilabel></link> chart.
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-options-chart-sc">
+ <para><guilabel>Show Chart</guilabel>: The other chart options are ignored when this option is disabled.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-chart-ct">
+ <para><guilabel>Chart type</guilabel>
+ </para>
+
+ <informaltable>
+ <tgroup cols="1">
+ <tbody>
+ <row>
+ <entry>
+ <emphasis>Option </emphasis>
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ Stacked Bar Chart (default)
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ Bar Chart
+ </entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </informaltable>
+
+ <para>The following chart examples each show the same four accounts that contain a mix of realized and
+ unrealized gains and losses, both short-term and long-term:
+ </para>
+
+ <figure id="fig-investlots-stackedbar" pgwide="1">
+ <title>The Investment Lots Report, Stacked Bar Chart</title>
+
+ <screenshot id="InvestmentLotsStackedBarChart">
+ <screeninfo>800x630</screeninfo>
+
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Report_Investment_Lots_StackedBar.png"
+ srccredit="Brent McBride"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <figure id="fig-investlots-bar" pgwide="1">
+ <title>The Investment Lots Report, Bar Chart</title>
+
+ <screenshot id="InvestmentLotsBarChart">
+ <screeninfo>800x667</screeninfo>
+
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Report_Investment_Lots_Bar.png"
+ srccredit="Brent McBride"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </figure>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-chart-cl">
+ <para><guilabel>Chart location</guilabel>
+ </para>
+
+ <informaltable>
+ <tgroup cols="2">
+ <tbody>
+ <row>
+ <entry>
+ <emphasis>Option </emphasis>
+ </entry>
+
+ <entry>
+ <emphasis>Description </emphasis>
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ Top (default)
+ </entry>
+
+ <entry>
+ Display the chart at the top of the report, above the table
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ Bottom
+ </entry>
+
+ <entry>
+ Display the chart at the bottom of the report, below the table
+ </entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </informaltable>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-chart-pwh">
+ <para><guilabel>Plot width</guilabel> and <guilabel>Plot height</guilabel>: Controls the chart's
+ dimensions.
+ </para>
+ </listitem>
+ </itemizedlist>
+
+ <note>
+ <para>The chart gain categories are controlled by the Columns tab's
+ <link linkend="investment-lots-report-options-columns-gains">Gains options</link>.
+ </para>
+ </note>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns">
+ <para>Columns tab
+ </para>
+
+ <para>These options control which table columns are visible.
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-options-columns-gd">
+ <para><link linkend="investment-lots-report-column-guid"><guilabel>Show lot guid column</guilabel></link>:
+ Disabled by default.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns-d">
+ <para><link linkend="investment-lots-report-column-d"><guilabel>Show date columns</guilabel></link>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns-b">
+ <para><link linkend="investment-lots-report-column-b"><guilabel>Show bought columns</guilabel></link>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns-s">
+ <para><link linkend="investment-lots-report-column-s"><guilabel>Show sold columns</guilabel></link>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns-e">
+ <para><link linkend="investment-lots-report-column-e"><guilabel>Show end columns</guilabel></link>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns-gains">
+ <para>Gains options
+ </para>
+
+ <note>
+ <para>These options impact both the table columns and the chart.
+ </para>
+ </note>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-options-columns-r">
+ <para><link linkend="investment-lots-report-column-r"><guilabel>Show realized gain
+ columns</guilabel></link>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns-u">
+ <para><link linkend="investment-lots-report-column-u"><guilabel>Show unrealized gain
+ columns</guilabel></link>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns-gg">
+ <para><guilabel>Group gains by age (short term and long term)</guilabel>: Different governments can have
+ different rules regarding how long shares must be held to qualify for
+ different tax treatment.
+ </para>
+
+ <informaltable>
+ <tgroup cols="2">
+ <tbody>
+ <row>
+ <entry>
+ <emphasis>Option </emphasis>
+ </entry>
+
+ <entry>
+ <emphasis>Description </emphasis>
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ No
+ </entry>
+
+ <entry>
+ Do not group gains by age
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ Gains Only (default)
+ </entry>
+
+ <entry>
+ Group gains by age
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ Gains and Sales
+ </entry>
+
+ <entry>
+ Also group the <link linkend="investment-lots-report-column-s">Sold
+ columns</link> by age
+ </entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </informaltable>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-columns-ga">
+ <para><guilabel>Long term gains age (years)</guilabel>: Shares held longer than this many years count as
+ long term. This option is ignored when the
+ <link linkend="investment-lots-report-options-columns-gg"><guilabel>Group
+ gains by age (short term and long term)</guilabel></link> option is
+ disabled. Default: 1 year.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-display">
+ <para>Display tab
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-options-display-an">
+ <para><guilabel>Show long account names</guilabel>: Controls which name to use for all accounts in the
+ report: long (fully-qualified) or short.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-display-mn">
+ <para><guilabel>Show mnemonic in amounts</guilabel>: Controls whether the currency mnemonic will be use
+ when reporting amounts. I.e. "123 RIO" versus just "123". This setting only
+ impacts amounts not values, which are always displayed in the <guilabel>Report's
+ currency</guilabel>, with its mnemonic.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-display-cl">
+ <para><guilabel>Include closed lots</guilabel>: Allows closed lots to be filtered out. This can be useful
+ when wanting to see only unrealized gains.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-display-bz">
+ <para><guilabel>Show blanks instead of zeros in table cells</guilabel>: This can make the report table
+ look less cluttered. Does not apply to <guilabel>Account Lots Total</guilabel>
+ and <guilabel>Grand Total</guilabel> rows.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-display-sr">
+ <para><guilabel>Show lot split rows</guilabel>: When enabled, rows for each of the bought and sold splits
+ pertaining to the lot (within the report's date window) will be displayed nested
+ under each lot row. Disabled by default.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-general">
+ <para>General tab
+ </para>
+
+ <para>See <xref linkend="report-common"/>.
+ </para>
+
+ <note>
+ <para>The <guilabel>Start date</guilabel> and <guilabel>End date</guilabel> options define the lot's date
+ window. Splits outside of this window are not included in the report. Except that
+ splits from before the <guilabel>Start date</guilabel> are counted only insofar as
+ needed to calculate the
+ <link linkend="investment-lots-report-column-sb"><guilabel>Sold
+ Basis</guilabel></link>,
+ <link linkend="investment-lots-report-column-eb"><guilabel>End
+ Basis</guilabel></link>, and
+ <link linkend="investment-lots-report-column-ea"><guilabel>End
+ Amount</guilabel></link> columns. But these splits are not included in the
+ report's other <link linkend="investment-lots-report-column-b">Bought
+ columns</link> and <link linkend="investment-lots-report-column-s">Sold
+ columns</link>, nor are they shown when the
+ <link linkend="investment-lots-report-options-display-sr"><guilabel>Show lot split
+ rows</guilabel></link> option is enabled.
+ </para>
+ </note>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-val">
+ <para>Validation tab
+ </para>
+
+ <para>These options control how lots and accounts are validated. The report shows optional validation
+ warnings that help identify potential lot problems.
+ </para>
+
+ <itemizedlist>
+ <listitem id="investment-lots-report-options-val-aw">
+ <para><guilabel>Include only accounts with warnings</guilabel>: Enable this option to see only accounts
+ that have one of more of the enabled warnings. This can be useful for quickly
+ validating that lots are well-formed, especially in combination with selecting
+ all accounts and all dates. Disabled by default.
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-val-mb">
+ <para><guilabel>Warn if a lot has more than one bought split</guilabel>: The Scrub operation only adds one
+ purchase per lot, but &app; does not stop a user from manually adding multiple
+ purchase splits to the same lot--even though this is arguably bad practice.
+ Having multiple purchase dates makes the holding period ambiguous. But if this
+ is desired, consider disabling both this warning and the Columns tab's
+ <link linkend="investment-lots-report-options-columns-gg"><guilabel>Group gains
+ by age (short term and long term) </guilabel></link> option. If the column
+ option is left enabled, then the report will use the date of the last purchase
+ split for determining the holding period, but continue to use the first purchase
+ date for the lot
+ <link linkend="investment-lots-report-column-opened"><guilabel>Opened</guilabel></link>
+ column.
+ </para>
+
+ <note>
+ <para>The last purchase date is used to calculate the holding period because long term gains often receive
+ favorable tax treatment, so it is probably worse to misidentify a gain as
+ long-term rather than as short-term. But better still is to not have more than
+ one purchase per lot, so the holding periods are unambiguous.
+ </para>
+ </note>
+
+ <para>Example:
+ </para>
+
+ <para><computeroutput>Warning: Above lot has 2 bought splits. Consider separating them into their own
+ lots.</computeroutput>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-val-nb">
+ <para><guilabel>Warn if a lot's balance drops below zero</guilabel>: The Scrub operation will not create
+ negative lot balances. But &app; does not prevent users from manually creating
+ them. When this option is enabled, the report shows a warning if a lot's balance
+ becomes negative during the report date window.
+ </para>
+
+ <para>Example:
+ </para>
+
+ <para><computeroutput>Warning: Above lot's balance is negative on 10/29/2022. Consider removing the
+ responsible sale split from the lot and then scrubbing.</computeroutput>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-val-bt">
+ <para><guilabel>Warn if a lot has a blank title</guilabel>: Disabled by default. Lot titles are optional.
+ Enabling this warning will flag lots with blank (empty or whitespace) titles.
+ </para>
+
+ <para>Example:
+ </para>
+
+ <para><computeroutput>Warning: Above lot's title is blank.</computeroutput>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-val-rg">
+ <para><guilabel>Warn if the "Realized Gain/Loss" split(s) sum does not match the computed
+ gains</guilabel>: The report recomputes the gain/loss values from each sale,
+ compares them with the sum of the lot's generated <quote>Realized
+ Gain/Loss</quote> splits and warns if they do not match.
+ </para>
+
+ <para>Example:
+ </para>
+
+ <para><computeroutput>Warning: Above lot's computed gain $(1,518.79) is not equal to the "Realized
+ Gain/Loss" split(s) sum $(1,518.80). Difference: $0.01</computeroutput>
+ </para>
+
+ <para><note>
+ <para>If a <quote>Realized Gain/Loss</quote> split is incorrect, it can often be repaired thus:
+ </para>
+
+ <orderedlist >
+ <listitem>
+ <para>Remove the sale split from the lot,
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Delete the bad <quote>Realized Gain/Loss</quote> split,
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Add the sale split back to the lot, to recreate the <quote>Realized Gain/Loss</quote> split, and
+ </para>
+ </listitem>
+
+ <listitem>
+ <para><guibutton>Reload</guibutton> this report and verify that the warning is gone.
+ </para>
+ </listitem>
+ </orderedlist>
+ </note>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-val-os">
+ <para><guilabel>Warn if a split is not assigned to a lot</guilabel>: Realized and unrealized gains cannot
+ be computed for splits that are not in a lot. This warning flags accounts
+ containing unassigned splits.
+ </para>
+
+ <informaltable>
+ <tgroup cols="2">
+ <tbody>
+ <row>
+ <entry>
+ <emphasis>Option </emphasis>
+ </entry>
+
+ <entry>
+ <emphasis>Description </emphasis>
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ No
+ </entry>
+
+ <entry>
+ Warning disabled
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ Count (default)
+ </entry>
+
+ <entry>
+ Warning message identifies the number of unassigned splits
+ </entry>
+ </row>
+
+ <row>
+ <entry>
+ List
+ </entry>
+
+ <entry>
+ Unassigned splits are listed after the warning message
+ </entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </informaltable>
+
+ <para>Example:
+ </para>
+
+ <para><computeroutput>Warning: 2 split(s) are not assigned to a lot. Do lots need to be
+ scrubbed?</computeroutput>
+ </para>
+ </listitem>
+
+ <listitem id="investment-lots-report-options-val-ab">
+ <para><guilabel>Warn if the account balance does not match the computed lots' end balance</guilabel>: This
+ is often another indication that the account has splits that are not included in
+ a lot.
+ </para>
+
+ <para>Example:
+ </para>
+
+ <para><computeroutput>Warning: End amount 236.5 RIO is not equal to actual account balance 234 RIO.
+ Difference: 2.5 RIO. Do lots need to be scrubbed?</computeroutput>
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem>
+ <para>General Ledger:
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Investment Portfolio: This report summarizes the value of the stocks in the current portfolio.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Liability Barchart:
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Liability Piechart:
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Net Worth Barchart: Net worth is the difference between the value of assets or liabilities.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Net Worth Linechart: Net worth plotted over time. Net worth is the difference between the value of
+ assets or liabilities.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Price Scatterplot:
+ </para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2 id="report-biz">
+ <title>Business Reports</title>
+
+ <para>The Business Reports includes Customer and Vendor Reports and Printable Invoices as well as Aging
+ reports.
+ </para>
+
+ <sect3>
+ <title>Customer Report</title>
+
+ <para></para>
+ </sect3>
+
+ <sect3>
+ <title>Customer Summary</title>
+
+ <para></para>
+ </sect3>
+
+ <sect3>
+ <title>Easy Invoice</title>
+
+ <para></para>
+ </sect3>
+
+ <sect3>
+ <title>Employee Report</title>
+
+ <para></para>
+ </sect3>
+
+ <sect3>
<title>Fancy Invoice</title>
<para></para>
@@ -2158,9 +3140,8 @@ Income (type INCOME)
<title>Report Options</title>
<note>
- <para>See <link linkend='report-common' endterm="report-common.title"/> in the <emphasis>Configuring
- Reports and Charts</emphasis> section of this help manual for more details of the
- common options.
+ <para>See <xref linkend="report-common"/> in the <emphasis>Configuring Reports and Charts</emphasis>
+ section of this help manual for more details of the common options.
</para>
</note>
@@ -2172,26 +3153,26 @@ Income (type INCOME)
<itemizedlist>
<listitem>
<para><guilabel>Report name</guilabel>: Enter a descriptive name for this report - see
- <link linkend='report-common' endterm="report-common.title"/>.
+ <xref linkend="report-common"/>.
</para>
</listitem>
<listitem>
<para><guilabel>Stylesheet</guilabel>: Select a style sheet for this report - see
- <link linkend='report-common' endterm="report-common.title"/>.
+ <xref linkend="report-common"/>.
</para>
</listitem>
<listitem>
<para><guilabel>To</guilabel>: Select a date to report on or a named date. Transactions up to and
including the selected date will be used to calculate the outstanding aged
- balances. See <link linkend='report-common' endterm="report-common.title"/>.
+ balances. See <xref linkend="report-common"/>.
</para>
</listitem>
<listitem>
<para><guilabel>Report's currency</guilabel>: Select the currency to display the values in - see
- <link linkend='report-common' endterm="report-common.title"/>
+ <xref linkend="report-common"/>
</para>
</listitem>
@@ -2453,9 +3434,8 @@ Income (type INCOME)
<title>Report Options</title>
<note>
- <para>See <link linkend='report-common' endterm="report-common.title"/> in the <emphasis>Configuring
- Reports and Charts</emphasis> section of this help manual for more details of the
- common options.
+ <para>See <xref linkend="report-common"/> in the <emphasis>Configuring Reports and Charts</emphasis>
+ section of this help manual for more details of the common options.
</para>
</note>
@@ -2467,26 +3447,26 @@ Income (type INCOME)
<itemizedlist>
<listitem>
<para><guilabel>Report name</guilabel>: Enter a descriptive name for this report - see
- <link linkend='report-common' endterm="report-common.title"/>.
+ <xref linkend="report-common"/>.
</para>
</listitem>
<listitem>
<para><guilabel>Stylesheet</guilabel>: Select a style sheet for this report - see
- <link linkend='report-common' endterm="report-common.title"/>.
+ <xref linkend="report-common"/>.
</para>
</listitem>
<listitem>
<para><guilabel>To</guilabel>: Select a date to report on or a named date. Transactions up to and
including the selected date will be used to calculate the outstanding aged
- balances. See <link linkend='report-common' endterm="report-common.title"/>.
+ balances. See <xref linkend="report-common"/>.
</para>
</listitem>
<listitem>
<para><guilabel>Report's currency</guilabel>: Select the currency to display the values in - see
- <link linkend='report-common' endterm="report-common.title"/>.
+ <xref linkend="report-common"/>.
</para>
</listitem>
@@ -2833,23 +3813,38 @@ Income (type INCOME)
<title>Sample & Custom</title>
<sect3>
- <title>Welcome Sample Report</title>
+ <title>Sample Report</title>
- <para></para>
+ <para>Report illustrating basic techniques used to create GnuCash reports.
+ </para>
</sect3>
<sect3>
- <title>Custom Multicolumn Report</title>
+ <title>Sample Graphs</title>
- <para>This report is used to place multiple reports into a single report window to examine a set of
- financial information at a glance.
+ <para>Sample Pie chart and Bar chart.
</para>
</sect3>
<sect3>
- <title>Sample Report with Examples</title>
+ <title>Average Balance</title>
- <para></para>
+ <para>Bar chart with balance per month.
+ </para>
+ </sect3>
+
+ <sect3>
+ <title>Expenses vs. Day of Week</title>
+
+ <para>Pie chart.
+ </para>
+ </sect3>
+
+ <sect3>
+ <title>Income vs. Day of Week</title>
+
+ <para>Pie chart.
+ </para>
</sect3>
</sect2>
@@ -3129,119 +4124,130 @@ Income (type INCOME)
</sect1>
<sect1 id="report-print">
- <title>Printing or Exporting Reports and Charts</title>
-
+ <title>Drucken und Exportieren von Berichten</title>
+<!--
<note>
<para>Verify !!! How customize printing with Gnome?
</para>
</note>
-
- <para>&app; is able to print reports and to export the reports to <acronym>HTML</acronym> (web) pages. The
- Print &app; Document dialog is accessed from the <guibutton>Print</guibutton> button on the
- <emphasis>toolbar</emphasis> or go to &mc.fi.prin; in the menu. To Export a report to a web
- page (<acronym>HTML</acronym>) select the <guibutton>Export</guibutton> button on the
- <emphasis>Toolbar</emphasis> and type in a file name.
+ -->
+ <para>&app; ist in der Lage, Berichte zu drucken und in <acronym>HTML</acronym>-Seiten oder als
+ <acronym>CSV</acronym>-Datei zu exportieren. Der Drucken-Dialog in &app; wird über
+ &mc.fi.prin-rep; im Menü gestartet. Um einen Bericht in eine Webseite
+ (<acronym>HTML</acronym>) oder ein <acronym>CSV</acronym>-Datei zu exportieren, wählen Sie
+ die Option &mc.fi.exp.rep;, wählen das Zielformat und geben einen Dateinamen sowie einen
+ Speicherort ein.
</para>
- <para>Most reports, being presented in HTML, can also be copied and pasted into a spreadsheet.
+ <para>Die meisten Berichte, die im HTML-Format vorliegen, können auch kopiert und in eine
+ Tabellenkalkulation eingefügt werden.
</para>
- <para>The Print &app; Document dialog is used to select which Printer to send the print job to or to print
- to a File. It also contains a Preview button to view the document before printing. Press Print
- to send the job to the selected printer or <guibutton>Cancel</guibutton> to dismiss the Print
- dialog.
+ <para>Der Drucken-Dialog in &app; wird verwendet, um den Drucker auszuwählen, an den der Druckauftrag
+ gesendet werden soll, oder um den Bericht in eine Datei, z.B. im
+ <acronym>PDF</acronym>-Format, zu drucken.
+<!-- FIXME: In Ubuntu Linux, the "Preview" button does not exist. Is this still valid?
+ It also contains a <guibutton>Preview</guibutton> button to view the document before printing.
+ Er enthält auch eine Schaltfläche <guibutton>Vorschau</guibutton>, mit der Sie das Dokument vor dem Druck ansehen können.
+ -->
+ Betätigen Sie <guibutton>Drucken</guibutton> um den Auftrag an den ausgewählten Drucker zu
+ senden oder <guibutton>Abbrechen</guibutton>, um den Drucken- Dialog zu verlassen.
</para>
- <para>Printing from an open register prints the Account Report, which is also called the Register Report.
- This lists transactions in the account with a total. Other reports print as viewed in the
- Report screen.
+ <para>Aus einem geöffneten Kontenblatt haben Sie die Möglichkeit, mit &mc.rep.acct-rep; einen
+ <guilabel>Kontenbericht</guilabel> zu drucken. Dieser listet die Buchungen des Kontos mit
+ einer Gesamtsumme auf. Andere Berichte werden so gedruckt, wie sie auf dem Bildschirm
+ dargestellt werden.
</para>
</sect1>
<sect1 id="report-create">
- <title>Creating or Modifying Reports and Charts</title>
+ <title>Erstellen oder Ändern von Berichten</title>
- <para>It is possible to modify existing or write own reports, if the available ones are not suitable. To
- do this you will need to know <application>Guile</application>, GNOME's implementation of
- <emphasis>Scheme</emphasis>, which again is a <acronym>LISP</acronym>-like programming
- language, and it is an excellent idea to have a copy of the &app; source code available.
+ <para>Es ist möglich, bestehende Berichte zu ändern oder eigene Berichte zu schreiben, wenn die
+ vorhandenen nicht Ihren Ansprüchen genügen. Dazu müssen Sie
+ <application>Guile</application> kennen, die GNOME-Implementierung von
+ <emphasis>Scheme</emphasis>, welches eine <acronym>LISP</acronym>-ähnliche Programmiersprache
+ ist. Weiterhin ist es sinnvoll, eine Kopie des GnuCash-Quellcodes zur Verfügung zu haben.
</para>
<itemizedlist>
- <title>Introductory files in the source code</title>
+ <title>Einleitende Dateien im Quellcode</title>
<listitem>
<para><ulink url="&url-gh-gc-stable;gnucash/report/doc/report-html.txt">gnucash/report/doc/report-html.txt</ulink>
- documents the <emphasis>reporting interface</emphasis>.
+ beschreibt die <emphasis>Berichtsschnittstelle</emphasis>.
</para>
</listitem>
<listitem>
- <para><ulink url="&url-gh-gc-stable;gnucash/report/reports/example/hello-world.scm">gnucash/report/reports/example/hello-world.scm</ulink>
- is an example demonstrating different <emphasis>types of options</emphasis>.
+ <para><ulink url="&url-gh-gc-stable;gnucash/report/reports/example/sample-report.scm">gnucash/report/reports/example/sample-report.scm</ulink>
+ ist ein Beispiel, das verschiedene <emphasis>Arten von Optionen</emphasis> zeigt.
</para>
</listitem>
</itemizedlist>
<sect2 id="report-api">
- <title>Accessing the &app; Application Programming Interface (<acronym>API</acronym>)</title>
+ <title>Zugriff auf die &app;-Programmierschnittstelle (<acronym>API</acronym>)</title>
- <para>To get informations from your &app; book for your report it is also necessary to access data from
- the &app; engine. This binding is generated by <application>Swig</application> and based on
- a set of Scheme wrapper functions in
+ <para>Um Informationen aus Ihrem &app; Buch für Ihren Bericht zu erhalten, ist es auch notwendig, auf
+ Daten aus der &app; Engine zugreifen. Diese Bindung wird von <application>Swig</application>
+ erzeugt und basiert auf einer Reihe von Scheme-Wrapper-Funktionen in
<ulink url="&url-gh-gc-stable;bindings/guile"><filename class='directory'>bindings/guile</filename></ulink>.
<footnote>
- <para><emphasis>Up to version 2.0.5</emphasis> <application>G-Wrap</application> was used and the file was
- <filename>src/g-wrap/gnc.html</filename>.
+ <para><emphasis>Bis zur Version 2.0.5</emphasis> wurde <application>G-Wrap</application> verwendet und die
+ Datei zur Bindung war <filename>src/g-wrap/gnc.html</filename>.
</para>
</footnote>
</para>
<tip>
- <para>Examine some of the other reports in
+ <para>Sehen Sie sich einige der anderen Berichte in
<ulink url="&url-gh-gc-stable;gnucash/report/"><filename class='directory'>gnucash/report/</filename></ulink>
- for an indication of how they are used.
+ an, um zu erfahren, wie sie verwendet werden.
</para>
- <para>Some users started a table in <ulink url="&url-wiki-api-custom;" />.
+ <para>Einige Anwender haben im Wiki unter <ulink url="&url-wiki;Custom-Report" /> Ihre Erfahrungen
+ zusammengetragen.
</para>
</tip>
- <para>Because the above file only contains the syntax of the function you can use the nightly
- <application>Doxygen</application> generated <acronym>API</acronym> documentation online for
- the <ulink url="&url-doc-api-stable;">stable branch</ulink>
+ <para>Da die obige Datei nur die Syntax der Funktion enthält, können Sie die nächtliche
+ <application>Doxygen</application>-generierte <acronym>API</acronym> Online-Dokumentation
+ für den <ulink url="&url-doc-api-stable;">stable branch</ulink> verwenden,
<footnote id='branch-future'>
<para>Nach der Implementierung des ersten Features der nächsten <emphasis>größeren</emphasis> Release
wird auch ein <ulink url="&url-doc-api-future;">future Zweig</ulink> erscheinen.
</para>
</footnote>
- to get more information about the functions.
+ um weitere Informationen über die Funktionen zu erhalten.
</para>
- <para>After <ulink url="&url-wiki;Building">setting up a build environment</ulink> you can also generate
- it locally by running
+ <para>Nachdem Sie eine <ulink url="&url-wiki;Building">Build-Umgebung</ulink> eingerichtet haben, können
+ Sie sie auch lokal erzeugen, indem Sie
<screen>
# make users:
make doc
# ninja users:
ninja doc
</screen>
- in your build directory and then open
- <filename><replaceable>BUILDDIR</replaceable>/libgnucash/doc/html/index.html</filename> with
- your preferred browser.
+ in Ihrem Build-Verzeichnis ausführen und dann
+ <filename><replaceable>BUILDDIR</replaceable>/libgnucash/doc/html/index.html</filename> mit
+ Ihrem bevorzugten Browser öffnen.
</para>
</sect2>
<sect2 id="report-render">
- <title>Report Rendering</title>
+ <title>Darstellung des Berichts</title>
- <para>At present, reports are produced by calling a <acronym>HTML</acronym>-generation API, which outputs
- a dialect of <acronym>HTML</acronym> and rendering this with a <acronym>HTML</acronym>
- widget. This has limitations, particularly when trying to align objects precisely, as might
- be necessary for printing onto pre-printed invoices for example.
+ <para>Gegenwärtig werden Berichte durch den Aufruf einer <acronym>HTML</acronym>-Generierungs-API
+ erstellt, die einen <acronym>HTML</acronym>-Dialekt erzeugt und diesen mit einem
+ <acronym>HTML</acronym>-Widget anzeigt. Dies hat seine Grenzen, insbesondere wenn es darum
+ geht, Objekte genau auszurichten, wie es z. B. für den Druck auf vorgedruckte Rechnungen
+ erforderlich sein könnte.
</para>
- <para>See also <xref linkend="report-print"/>.
+ <para>Bitte lesen Sie auch <xref linkend="report-print"/>.
</para>
</sect2>
</sect1>
diff --git a/de/manual/figures/Report_Investment_Lots.png b/de/manual/figures/Report_Investment_Lots.png
new file mode 100644
index 00000000..8cc3218e
Binary files /dev/null and b/de/manual/figures/Report_Investment_Lots.png differ
diff --git a/de/manual/figures/Report_Investment_Lots_Bar.png b/de/manual/figures/Report_Investment_Lots_Bar.png
new file mode 100644
index 00000000..0cc5ff8d
Binary files /dev/null and b/de/manual/figures/Report_Investment_Lots_Bar.png differ
diff --git a/de/manual/figures/Report_Investment_Lots_StackedBar.png b/de/manual/figures/Report_Investment_Lots_StackedBar.png
new file mode 100644
index 00000000..9d0148ad
Binary files /dev/null and b/de/manual/figures/Report_Investment_Lots_StackedBar.png differ
diff --git a/de/manual/figures/Report_Options_Dialog.png b/de/manual/figures/Report_Options_Dialog.png
new file mode 100644
index 00000000..d6f79637
Binary files /dev/null and b/de/manual/figures/Report_Options_Dialog.png differ
diff --git a/de/manual/figures/Report_Saved_Config.png b/de/manual/figures/Report_Saved_Config.png
new file mode 100644
index 00000000..e7bc433e
Binary files /dev/null and b/de/manual/figures/Report_Saved_Config.png differ
commit 68d04eecc0dc962fbc76dadfa715a00115514457
Author: Christian Wehling <christian.wehling at web.de>
Date: Sun May 5 20:50:35 2024 +0200
docbook: gnc-gui-struct: add entity for menuchoice 'Export Reports'
diff --git a/docbook/gnc-gui-de.dtd b/docbook/gnc-gui-de.dtd
index cbfa926b..96df718e 100644
--- a/docbook/gnc-gui-de.dtd
+++ b/docbook/gnc-gui-de.dtd
@@ -54,7 +54,7 @@
<!ENTITY % gmi.fi.exp.acct-csv "<guimenuitem>Konten<accel>h</accel>ierarchie nach CSV exportieren…</guimenuitem>">
<!ENTITY % gmi.fi.exp.tran-csv "<guimenuitem><accel>B</accel>uchungen nach CSV exportieren…</guimenuitem>">
<!ENTITY % gmi.fi.exp.regi-csv "<guimenuitem><accel>A</accel>ktives Kontobuch als CSV-Datei exportieren…</guimenuitem>">
-<!ENTITY % gmi.fi.exp.rep "<guimenuitem><accel>B</accel>ericht exportieren</guimenuitem>">
+<!ENTITY % gmi.fi.exp.rep "<guimenuitem><accel>B</accel>ericht exportieren…</guimenuitem>">
<!ENTITY % gmi.fi.exp.acct "<guimenuitem><accel>K</accel>onten exportieren</guimenuitem>">
<!ENTITY % gmi.fi.prop "<guimenuitem><accel>E</accel>igenschaften</guimenuitem>">
<!ENTITY % gmi.fi.mru "<guimenuitem>Zuletzt geöffnete Dateien</guimenuitem>">
diff --git a/docbook/gnc-gui-struct.dtd b/docbook/gnc-gui-struct.dtd
index 9b1f3059..ca2868d5 100644
--- a/docbook/gnc-gui-struct.dtd
+++ b/docbook/gnc-gui-struct.dtd
@@ -469,6 +469,7 @@
<!ENTITY mc.fi.exp.acct-csv "<menuchoice>&gm.file;&gsm.fi.exp;&gmi.fi.exp.acct-csv;</menuchoice>">
<!ENTITY mc.fi.exp.tran-csv "<menuchoice>&gm.file;&gsm.fi.exp;&gmi.fi.exp.tran-csv;</menuchoice>">
<!ENTITY mc.fi.exp.regi-csv "<menuchoice>&gm.file;&gsm.fi.exp;&gmi.fi.exp.regi-csv;</menuchoice>">
+<!ENTITY mc.fi.exp.rep "<menuchoice>&gm.file;&gsm.fi.exp;&gmi.fi.exp.rep;</menuchoice>">
<!ENTITY mc.fi.exp.acct "<menuchoice>&gm.file;&gsm.fi.exp;&gmi.fi.exp.acct;</menuchoice>">
<!ENTITY mc.fi.prop "<menuchoice><shortcut><keycombo>&kc.alt;&kc.enter;</keycombo></shortcut>&gm.file;&gmi.fi.prop;</menuchoice>">
<!ENTITY mc-gmi.fi.prop "<menuchoice><shortcut><keycombo>&kc.alt;&kc.enter;</keycombo></shortcut>&gmi.fi.prop;</menuchoice>">
Summary of changes:
de/manual/CMakeLists.txt | 5 +
de/manual/ch_Reports.docbook | 1798 +++++++++++++++-----
.../manual}/figures/Report_Investment_Lots.png | Bin
.../manual/figures/Report_Investment_Lots_Bar.png | Bin
.../figures/Report_Investment_Lots_StackedBar.png | Bin
de/manual/figures/Report_Options_Dialog.png | Bin 0 -> 48841 bytes
de/manual/figures/Report_Saved_Config.png | Bin 0 -> 49283 bytes
docbook/gnc-gui-de.dtd | 2 +-
docbook/gnc-gui-struct.dtd | 1 +
9 files changed, 1409 insertions(+), 397 deletions(-)
copy {C/guide => de/manual}/figures/Report_Investment_Lots.png (100%)
copy {C => de}/manual/figures/Report_Investment_Lots_Bar.png (100%)
copy {C => de}/manual/figures/Report_Investment_Lots_StackedBar.png (100%)
create mode 100644 de/manual/figures/Report_Options_Dialog.png
create mode 100644 de/manual/figures/Report_Saved_Config.png
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