Setting date range in reports
David T.
sunfish62 at yahoo.com
Thu Feb 21 14:08:15 EST 2008
Mike--
Good explanation of changing report options. I believe that there's room for
interface/help improvement with report options; there have been several threads
from people with just this problem. I think it derives from the fact that many
people have become accustomed to setting report options BEFORE the report is
run; Gnucash departs from this model by running the report first, and then
allowing users to change the settings.
I have one thing to add to your instructions, which I believe is still true
(although I understand it may change in the near future):
It is "Rather Important" to CHANGE THE TITLE OF THE REPORT when you save a
custom report. If you save more than one custom report with the same name,
Gnucash will have troubles restarting.
David
--- Mike or Penny Novack <stepbystepfarm at mtdata.com> wrote:
> Al,
> The problem is unclear documentation? I put it that way because
> obviously not adequate to get you to the right spot.
>
> That's not "customization" and it is via "options" that you get to
> set things each time you run a report -- things like the date range,
> what subtotals you want to see, whether zero balance accounts are
> included, etc. But apparently you weren't helped to find the RIGHT
> "options".
>
> FIRST you run the desired report (balance sheet, income/expense
> statement, whatever)
>
> NOW look at the "Edit" pull down menu and you should see a sub menu for
> "Report Options". You use that to CHANGE the settings which apply to the
> open report and each time you OK/apply the change the report is altered
> according to what you just specified. When you are done, export/save the
> report (what I do).
>
> I can't tell you how I figured out what to do, whether this was
> something I learned going through the tutorial or via help when in the
> context of creating a report or whether looking around and seeing hmmmm
> "report options -- maybe that will do what I want". Was half a year ago.
>
> Michael
>
> >I am running version 2.2.1 of gnucash as installed from the PCLinuxOS
> >repository. There was no gnucash-docs file installed and none in the
> >repository, so I came to gnucash.org/docs.phtml to consult the help
> >manual there. I found the following entry there, and also in the help
> >manual in an older system which is running gnucash 2.0.5:
> >"5.4.3. To Customize Reports and Graphs
> >
> >GnuCash reports have many options for customization. To access report
> >options choose the Options button on the toolbar."
> >
> >There is no button named "Options" that I can find on the toolbar of
> >either version.
> >
> >I looked at edit->preferences->"Accounting Period" to find where date
> >ranges can be set. Changing the ranges here had no visible effect on the
> >date ranges in several reports that I used for testing.
> >
> >I am sorry if the problem is simply my bad comprehension, but perhaps
> >others might have a similar problem trying to find the place to
> >configure the date range for a report to use. I am unable to tackle the
> >task of correcting source and then compiling and installing it.
> >Regards and thanks for a great accounting package..
> >Al Hawley
> >
> >
> >
>
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