[GNC] Reports with previous year in different Accounts

Tue Oct 2 11:44:07 EDT 2018

Hello David …. I changed the folder name with the May dated files, and then installed the newer version and no new files/folder were included in the “User” paths.  I have yet to try a new report anyway, so we will see.

Always a bit odd when specific notes are given and then doesn’t follow.  They have to be somewhere!!

I know when Apps are looking for those files it would be useful to store them in the folder alongside the main file.  There would be no confusion between different Data files when all stored separately.

I wonder whether this has been an issue over the years; I would have thought it was, because reporting is the thing we do for other people’s info.

Tnx David …

David B

From: David T. <sunfish62 at yahoo.com> 
Sent: 02 October 2018 04:27
To: davidbrown.rdps at photos.bozeat.biz
Cc: gnucash-user at gnucash.org
Subject: Re: [GNC] Reports with previous year in different Accounts

I don’t know what to tell you on that front. Are *any* files in the location newer?

Cheers,

David

On Oct 1, 2018, at 6:33 PM, <davidbrown.rdps at photos.bozeat.biz <mailto:davidbrown.rdps at photos.bozeat.biz> > <davidbrown.rdps at photos.bozeat.biz <mailto:davidbrown.rdps at photos.bozeat.biz> > wrote:

Hello David, 

I have looked at that location before but notice that the file “saved-reports-2.4” modification date is earlier in the year.  This doesn’t align with the date of reports I have saved only just days ago.  It can be viewed using Notepad,  and wonder if it appends to the top of the text?  There are no files dated September and would have thought that the mod date would change accordingly.

I am using a different computer to store the different organisation data so have a work around for that.  Once one knows the finer points it does make things a little easier!!

Thank you …. 

David B

From: David T. < <mailto:sunfish62 at yahoo.com> sunfish62 at yahoo.com> 
Sent: 29 September 2018 15:46
To:  <mailto:davidbrown.rdps at photos.bozeat.biz> davidbrown.rdps at photos.bozeat.biz
Cc:  <mailto:gnucash-user at gnucash.org> gnucash-user at gnucash.org
Subject: Re: [GNC] Reports with previous year in different Accounts

Info about file locations is available at  <https://www.gnucash.org/docs/v3/C/gnucash-guide/basics-migrate-settings.html> https://www.gnucash.org/docs/v3/C/gnucash-guide/basics-migrate-settings.html.

David T.

On Sep 29, 2018, at 7:54 PM, < <mailto:davidbrown.rdps at photos.bozeat.biz> davidbrown.rdps at photos.bozeat.biz> < <mailto:davidbrown.rdps at photos.bozeat.biz> davidbrown.rdps at photos.bozeat.biz> wrote:

Hello David, tnx for the confirmation.  It was only that I had another GNUCash installed on another machine, totally separate that I concluded that was probably the issue.   It was also that when changing a report configuration, it never asked to save the file, as it does when one changes a transaction.  I thought then it must be elsewhere and save automatically.

Where are the configs saved; is it amongst the User files of windows?

I would have thought that Configs were fundamental to each work book and wonder why that was never a default?

Thank you for being prompt with the reply.

David

-----Original Message-----
From: David T. < <mailto:sunfish62 at yahoo.com> sunfish62 at yahoo.com> 
Sent: 29 September 2018 14:08
To:  <mailto:davidbrown.rdps at photos.bozeat.biz> davidbrown.rdps at photos.bozeat.biz
Cc: Adrien Monteleone < <mailto:adrien.monteleone at lusfiber.net> adrien.monteleone at lusfiber.net>; Gnucash Users < <mailto:gnucash-user at gnucash.org> gnucash-user at gnucash.org>
Subject: Re: [GNC] Reports with previous year in different Accounts

This is a known issue with how GnuCash handles saved reports, and has been around a long time. Your only recoourse is to create separate user logins at the operating system, and log in to each user account when you wish to access a particular GnuCash book and its reports.

David T.

On Sep 29, 2018, at 6:28 PM, < <mailto:davidbrown.rdps at photos.bozeat.biz> davidbrown.rdps at photos.bozeat.biz> < <mailto:davidbrown.rdps at photos.bozeat.biz> davidbrown.rdps at photos.bozeat.biz> wrote:

The saved reports are say for a year ending, for "Profit and Loss" in one organisation through "Reports > Income & Expense > Profit & Loss" and then set the parameters.   Then save the report configuration Shift+Ctrl+Alt+S  .  The resulting Config is in path "Reports > Saved Report Configurations" which obviously is OK for one organisation, but the naming and other settings is not any use for the other organisation, but shows in the list even though a different GNUCash file has been opened.

How can I store reports for the org that I am working on.  As you say it seems though report config is per user and not per book.  Will look at the "Close Book" function anyway to see what it does.

Tnx

Kind regards

DAvid

-----Original Message-----
From: gnucash-user 
< <mailto:gnucash-user-bounces+davidbrown.rdps=photos.bozeat.biz at gnucash.org> gnucash-user-bounces+davidbrown.rdps=photos.bozeat.biz at gnucash.org> 
On Behalf Of Adrien Monteleone
Sent: 29 September 2018 11:12
To: Gnucash Users < <mailto:gnucash-user at gnucash.org> gnucash-user at gnucash.org>
Subject: Re: [GNC] Reports with previous year in different Accounts

Not sure what you mean by ’saved reports’.

There is a place to save report configurations. That is per user, not per book as far as I’m aware.

If you want to run a report, say an Income Statement or P&L for each year and store the result, then run the report, and ‘print to file’ or use the Export to pdf function. You can store a copy of each report with the respective book if you like.

If you aren’t using the ‘close books’ function, you can run reports at any time for any period, no need to ’save’ them unless you really want to.

Regards,
Adrien

On Sep 29, 2018, at 4:25 AM, < <mailto:davidbrown.rdps at photos.bozeat.biz> davidbrown.rdps at photos.bozeat.biz> < <mailto:davidbrown.rdps at photos.bozeat.biz> davidbrown.rdps at photos.bozeat.biz> wrote:

Sat 29 September

I have set up two Accounts of different organisations, both accessed 
from the same Programme location at "C:\Program Files (x86)\gnucash\bin\gnucash.exe" ...
The files themselves are stored in different locations in their respective folder relating to that organisation.

However I notice that when reports are Saved for one master file, they also appear in the list of the other file.  They are saved in the Application location rather than being saved separately "attached" to each organisation file.  I have installed a GNU.exe on a separate laptop and obviously that doesn't happen.

It seems a bit odd to have reports of one set of accounts, being viewed in the list of another?

Is there a specific way of dealing with this or are all bundled together by default?  The list of saved reports from year to year just gets longer.

Kind regards

David

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