How to create a report of transactions that match certain criteria?

[Michael Hendry]

> On 8 Jun 2015, at 20:07, Patrick Doyle <wpdster at gmail.com> wrote:
> 
> Thank you again John,
> I don't see any mechanism in the Transaction Report for selecting
> transactions that match certain criteria.  

I think what you need to do is use Edit=>Find to find (for example) all transactions with a given person.

This will bring up all the transactions in a new tab headed “Search Results”.

Right click on one of the transactions in the tab to bring up various options, and choose “Filter” to restrict the date range.

Now use Reports=>Account Report to bring up a report of all the matching transactions.

You can use the Options button to make adjustments to the information displayed.

Michael

> Nor do I see documentation
> for this report in the Help Manual and Concepts guide.  I am using
> GnuCash 2.6.5 on a Mac.  Is it possible that this is a feature
> available in a newer version?  I see that 2.6.6 is available now.
> 
> For some reason, I thought the View>Double Line menu item was greyed
> out when I viewed my selected transactions in the the Find window.
> But now I see that it is not.  Sorry for the noise about that.
> 
> --wpd
> 
> 
> 
> On Sun, Jun 7, 2015 at 11:27 PM, John Ralls <jralls at ceridwen.us> wrote:
>> 
>>> On Jun 7, 2015, at 4:15 PM, Patrick Doyle <wpdster at gmail.com> wrote:
>>> 
>>> Thank you John,
>>> I see how to do that... is there any way to create a report of that,
>>> or to export that register?
>>> Also, it seems that the memo line is not included in that view.  Is
>>> there any way to include the memo line in the view (or, ideally, in
>>> the exported data)?
>>> 
>> 
>> Yes, Reports>Transaction Report, from which you can copy-and-paste. Unfortunately the CSV exporter can’t be pointed at the open register, it works only on Accounts.
>> Yes again, View>Double Line.
>> 
>> Please study both the Help Manual and Concepts Guide at http://www.gnucash.org/docs.phtml.
>> 
>> Regards,
>> John Ralls
> 
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