Reporting based on search criteria and exprting transactions to excel. It's simple!

[David Carlson]

You are right.  You have found a combination of existing tools that can
extract data to a spreadsheet form useful to other applications.  It is
unfortunate that you did not find it sooner, but it is partially documented
in the WIKI as noted by David.  I have used a similar method from time to
time, sometimes to import data from outside HTML sources into a spreadsheet
 for further processing.

On Fri, Mar 2, 2018 at 9:27 PM, Mike Stillingfleet <
mikestillingfleet at fastmail.co.uk> wrote:

> Dear All,
>
> I have used GNUCash for a couple of years now.  in recent days I have come
> across a couple of features or tricks which have completely transformed the
> value of GNUCash to me. Yet neither of these features are in the help
> pages. Or if the are in the help pages I have consistently missed them in
> my efforts to find ways of reporting sensibly from GNUCASH.
>
> The first is that I have gone through all sorts of hoops to report on
> transactions based on a particular search criteria.
>
> I now find that this is simply achieved by doing a find from the edit
> menu. With the resultant search result tab open you can select the reports
> menu, account report and GNUCASH will create a report from those search
> results.
>
> The second is that you can get your report into a spreadsheet very simply.
> Export the report as an html file. Open excel. Open the html file.
>
> That's it. No converting pdf files to excel. No crazy export of
> transactions and importing CSV files etc etc.
>
>
> I have to ask why is the combination of procedures not clearly spelt out
> in the help files. It has taken two years to discover this. I have posted
> several threads trying to achieve this. I think it has been possible all
> the time.
>
> Now the information I have in GNUCash is suddenly an invaluable resource.
> I am no longer entering data in two or more places. I am no longer
> exporting transactions and manipulating them outside GNUCash.
>
> A minor note to point out is that the values imported to excel initially
> appear as links through to the original transaction.  Copying the column
> and pasting as values takes seconds and then off you go. I think you could
> probably also set up a macro to do this step for you.
>
> I am astonished that this is so simply achieved.  There are hundreds of
> threads on this forum with people obviously trying to achieve this. So
> obviously users are not getting appropriate instructions from the help
> files.
>
> It it would be great and save everyone thousands of hours if it were to be
> included in the help clearly and obviously.
>
>
>
> --
>   Mike Stillingfleet
>   mikestillingfleet at fastmail.co.uk
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