How can I create a report the way I need it?

Jonathon Exley exley at orcon.net.nz
Fri Feb 4 04:27:11 EST 2011


Oops - it's not XML, it's HTML.
I used the Transaction report, and exported using the File>Export>Export
Report menu option.

Jonathon.

On Fri, 2011-02-04 at 22:15 +1300, Jonathon Exley wrote:
> I have been wondering about how to do the same report, but I haven't had
> the time to understand scheme. The best I have been able to do is export
> the account (which creates an XML file) and then parse it in a
> spreadsheet - clunky but does the job.
> 
> A script could easily do the same thing - please post it if you do one.
> 
> Jonathon.
> 
> 
> On Wed, 2011-02-02 at 22:59 +0000, Phil Allen wrote:
> > Hi,
> >  
> > I'm new to Gnucash (using v2.4.0 on Windows) having moved over from a very
> > old version of Quicken.
> >  
> > I like what I've found and only have one problem (so far!).  That is that my
> > accountant needs a report in a certain format and I can't see how to create
> > it in GC.  I've had a good play with the reports options and a search
> > through the archives here, but can't find anything like what I'm trying to
> > do.  Note that Quicken can't do this report either, I've been using a csv
> > file to move data to excel and formatting it there but I was hoping to move
> > to one place to do everything.
> >  
> > The specific problem is this:
> > I have an account called 'Business' which has a number of sub-accounts
> > called things like 'Materials', 'Motoring', 'Admin', etc.  I input
> > transactions and allocate them according to the relevant account.  Some
> > transactions may be split across more than one sub-account.  Examples:
> > Date    Item    Total    Sub1    Amount1    Sub2    Amount2
> > 01/02/2011    Fuel    £70    Motoring    £70
> > 02/02/2011    Timber    £30    Materials    £30
> > 03/02/2011    DIY barn    £50    Materials    £30    Motoring    £20
> >  
> > The report I need would be formatted:
> > Date    Item    Total    Motoring    Materials    Admin
> > 01/02/2011    Fuel    £70    £70
> > 02/02/2011    Timber    £30    -    £30
> > 03/02/2011    DIY barn    £50    £20    £30
> >  
> > So, basically, the sub-accounts need to be column headings in the report.
> >  
> > Is this possible in GC, and if so how do I do it please?  Or even better, is
> > there anyone who knows much more about GC than I do able to make it do it
> > for me please?
> >  
> > As a last alternative, how do I get a csv file of a selected bunch of
> > transactions out?  I've been looking at XML which appears like it could be
> > the way to do it, but I've never used it before (I'm a self employed
> > handyman, although I do have a little software experience from my previous
> > career) and can't figure out what it's exporting for me.  Is there an
> > idiot's guide?
> >  
> > Thanks for your time and any assistance you can give me - or even if you can
> > tell me what I'm trying to do isn't possible so I can stop trying!
> >  
> > Phil
> >  
> > 
> > 
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