customizing reports

Sébastien de Menten sdementen at gmail.com
Thu Jan 11 02:52:05 EST 2018


Hello Richard

If you have some programming experience, I can provide you some help to
achieve what you want through piecash (for the python programming language).

Sebastien

On Jan 10, 2018 18:32, "Adrien Monteleone" <adrien.monteleone at gmail.com>
wrote:

> I’ve seen such a report your describe in other software, but only for one
> customer at a time and only as an indicator of “y/n” as to if a regular
> monthly payment was made, not the actual amount. I don’t think such a
> report currently exists that displays the info the way you prefer. You’d
> have to write your own report. (daunting indeed)
>
> There are options to writing a report from scratch, but they aren’t much
> better with respect to learning curve.
>
> If you are using the MySQL backend, you could query the database directly
> and use the results of the query in a report.
>
> I think there is also something called PyCash that will allow you to
> access some data from outside GnuCash using Python which you could then use
> to generate the report you want.
>
> Otherwise, the reports that are available include the Customer Report &
> Receivable Aging report.
>
> The Customer Report will show each invoice and payment (done through the
> business features) for any specified period. But this is one customer at a
> time. Think of it as a Statement of Account.
>
> The Receivable Aging report will show all customers, but shows you which
> ones are late (30 days, 60 days, etc.) Again, this pulls data through the
> use of the business features only. (you’ll need to be issuing invoices and
> processing payments)
>
> If you aren’t up for writing a report either directly for GnuCash or
> outside of it using SQL queries or Python, you can always track what you
> want in a spreadsheet separately.
>
> There is one other option that will at least display if an invoice is paid
> or not so you can see if any customers missed a payment. You can do an
> invoice search to show all invoices which will give you a list of all of
> your invoices with a checkbox column that shows if they are paid or not.
> However, this list will show each invoice per line (instead of each
> customer as you requested) and the list is not exportable, best I can tell.
> To show all invoices change the search criteria to “matches regex” and use
> a “.” as the search term.
>
> Regards,
> Adrien
>
> > On Jan 5, 2018, at 5:54 PM, richard.coursen at verizon.net wrote:
> >
> > I’m trying to escape Quicken and return to double entry accounting  with
> gnu cash.
> >
> > But creating/customizing reports has me stumped!
> >
> >
> >
> > Let's say I have 20 customers each paying monthly for a service.
> >
> > I'd like to track the payments over a 12 month period for all 20
> customers.
> >
> > What kind of report can I create with gnu cash, so each customer will be
> a row and in each column, that customer's payment will be seen in the month
> it was paid?
> >
> >
> >
> > An application might be collecting rents from 20 tenants.
> >
> >
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