Average users *need* custom reports
Maf. King
maf at chilwell.net
Thu Jul 1 06:22:36 EDT 2010
On Thursday 01 July 2010 00:14:25 cognitive.libertarian+ml at gmail.com wrote:
> Those who have used commercial proprietary off-the-shelf tools know
> what I'm talking about. The ability to simply get a report on fuel
> expenses between Jan 1, 2008 and Dec, 31, 2008, for example, is very
> useful. But it would be naive to expect gnucash to have a pull-down
> menu item for "2008 fuel expenses".
>
> If someone needs to know the sum of expenses from 5 different (but
> similar) expense accounts, from March 17th, 2006 to May 3rd, 2009,
> where the funds are drawn from only one particular credit card, and
> perhaps only counting transactions with a particular substring in the
> subject -- how can you possibly expect the report to be "supplied" by
> gnucash? Obviously a custom report is the only option. In MS Money,
> creating a report that specific is *trivial*. Just a few check boxes.
>
I haven't tried, but I think that the Transaction Report can mostly handle
these cases, although I suspect that the substring matching is beyond present
capability.
I find the transaction report to me highly useful for general day-to-day
reports, and use certain others at year end only. In 7 years of using GC, I
can only think of a couple of times where the supplied reports couldn't give
what I wanted - one case was a (now fixed) bug in the receivables-aging when
the year rolled over, and the other is the invoice templates and statements -
functional yes, but not how I wanted them to look. I had a look at scheme and
couldn't get my head around it. I create the customer-facing paperwork in
OOo, which does duplicate typing etc. but I seem to recall that was the way
when I used Quicken on Win3.1/95/98 all those years ago. I'm hoping that if
I get the time, then some sort of OOo <---> MySQL solution might improve
efficiency (eventually)....
I won't argue though, that once a report options have been set and saved, the
inability to tweak and resave (or delete) the report is a limitation, and the
saved reports *really should* be datafile specific - and no, I don't have a
patch for that. :-P
Maf.
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