New Report ideas

Adrien Monteleone adrien.monteleone at gmail.com
Fri Jun 30 10:58:23 EDT 2017


I like the idea of being able to easily select all of a particular type, but I wouldn’t want to lose the ability to select individual accounts. Doing so is very useful for tracking down errors if not also simplifying some reports.

As it stands now, one can always select the top parent account and then select all children (or deselect them). Though adding or moving an account would require a re-selection.

Perhaps an option to select by type, OR select individually (using the current mechanism) would be the best of both cases.

Regards,
Adrien

> On Jun 29, 2017, at 7:15 PM, Christopher Lam <christopher.lck at gmail.com> wrote:
> 
> I like it!
> 
> On Jun 29, 2017 8:15 PM, "Christopher Lam" <christopher.lck at gmail.com>
> wrote:
> 
>> Hi Doug
>> 
>> I'd be keen to hack scheme to modify the source "Accounts" tree which is
>> common to several report types.
>> 
>> Right now you select your originating accounts, and when you 'save' the
>> report options, the account guid are hardcoded into the options. This
>> causes issues if we modify the chart of accounts. Wouldn't it be nice to
>> choose any of the following account ie name/description/notes:
>> 1. "Income:Chris:"
>> 2. "Expenses:Business:"
>> 3. ":Travel" which captures splits from both Expenses:Business:Travel and
>> Expenses:Holiday:Travel
>> 4. "^1" my favorite, will capture splits from accounts such as
>> Expenses:Business^1:etc and Expenses:Household:Electric^1, perfect for the
>> accountant. The wife gets to use ^2 :)
>> 
>> Next step could be to search account types (eg INCOME only)
>> 
>> Mockup attached
>> 
>> [image: Inline images 1]
>> 
>> 
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