[GNC] Wildcard in standard report definiton

[David Carlson]

I have not migrated to release 3.x yet, so I have not seen that new
Transaction Report (General / Add options summary) yet.

I hope it includes a list of selected accounts, name and path for the data
file, and, if possible any other details such as last file save time and
whatever else to try to create a semblance of an audit trail, or at least a
better snapshot to present to an auditor if required.

I have habitually kept certain reports open perpetually in my primary
computer/data file combination, saving revisions when needed to migrate to
other machines, so I had actually momentarily 'forgotten' that they were
not specific to the data file.  Leaving them open while saving keeps a copy
of sorts of those report settings as well as open account window settings
keyed to the data file name in the machine profile.  A serious downside to
this technique is that overall performance takes a huge hit when opening,
closing and saving the file and even when pressing Enter to save each
transaction edit.

Thanks, Christopher, for the reminder that the templates and the saved
custom reports are not data file specific unless the user adds something to
the custom report title to give a clue.

.David C

On Tue, Dec 18, 2018 at 8:40 PM Christopher Lam <christopher.lck at gmail.com>
wrote:

> There's mechanism for printing report settings, but it's only enabled in
> the Transaction Report (General / Add options summary).
>
> Import/Export of settings is more difficult because many options are
> datafile-specific eg selection of accounts, report currency. The current
> saved-reports mechanism is already less than ideal because they're saved
> centrally and are not very easily portable across machines, and IMHO
> should really specific to a datafile.
>
> With regard to selecting a 'wildcard' type of accounts selection, it's a
> good entry-level idea for a budding scheme hacker :)
>
> On 19/12/18 5:42 am, David Carlson wrote:
> > On that subject, I would like to see a way to document the current
> settings
> > of a report, perhaps by including it as an appendix to the report
> > printout.  Then I would like to see a way to export and import settings
> > from one data file to another.
> >
> > David C
> >
> > On Tue, Dec 18, 2018 at 2:58 PM Adrien Monteleone <
> > adrien.monteleone at lusfiber.net> wrote:
> >
> >> That would be a very useful option. I’ve noticed the same problem
> myself.
> >>
> >> Regards,
> >> Adrien
> >>
> >>> On Dec 18, 2018, at 2:32 PM, Crypto MR <cryptaccmr at gmail.com> wrote:
> >>>
> >>> If I set up a report, let's say the balance sheet report, I usually
> want
> >> to see all accounts in this report. Each time I later add another
> account,
> >> I have to adjust the report settings for the 'saved reports'. Is there
> any
> >> way I could modify the report settings with a wildcard, so each time I
> run
> >> the report, it would automatically select ALL accounts?
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