custom report - link to search results
Phil Longstaff
phil.longstaff at gmail.com
Thu Jan 30 11:41:30 EST 2014
It's been a long time since I used quicken, but I seem to remember than it
did have a drill-down type feature where clicking on a number in a report
took you to a ledger display showing what went into that number. For a
balance sheet, that would be the full account ledger with all transactions.
For a budget report for a month, that would be just the transactions for
that month.
I wonder what would be required to generalize that in the reports. Click
on a value and be taken to a list of transactions, a line in the budget
entry display, customer info, list of invoices, ...
Phil
On Thu, Jan 30, 2014 at 11:34 AM, Derek Atkins <warlord at mit.edu> wrote:
> Hi,
>
> Samuel Cox <crankydillo at gmail.com> writes:
>
> > Hi,
> >
> > First, sorry for cross-posting. However, I realized after posting to
> users
> > that my question was more dev related.
> >
> > I'm trying to make a custom version of the budget report where each
> actual
> > amount serves as a link to the transactions contributing to that amount.
> >
> > I'm thinking a search with appropriate values would be the best route.
> It
> > took me several hours just to figure out how to replace the actual value
> > with a link to the account using Scheme. However, I can't find a way to
> > spawn a search from the link.
> >
> > Is there a way to link to (i.e. launch) a search from a report? If not,
> do
> > you have any other ideas or ways to start?
>
> You can link to an account, but I don't think there is any way
> specifically to link to a "search result". Adding something like that
> would be somewhat challenging, because searches aren't "stored" so there
> is no way to actually reference it (i.e. a search has no GUID to
> reference).
>
> > Many thanks.
>
> -derek
>
> --
> Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
> Member, MIT Student Information Processing Board (SIPB)
> URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH
> warlord at MIT.EDU PGP key available
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