[GNC] Hand-over on Succession or Short Term Absence

[Christopher Lam]

Michael
First, good luck and hope all goes well.
Second, you can 'describe' a custom report by the following process. This
uses the gnucash-cli tool.

$gnucash-cli -R list

This will list all built-in and saved reports, the latter denoted by a 'C'.
e.g.

*   Account Summary
*   Advanced Portfolio
* C Annual Report for Accountant Chris AU
*   Assets
*   Assets Over Time
*   Australian Tax Invoice

$gnucash-cli -R show --name "Annual Report for Account Chris AU"

This describes the report and the options used. e.g.

* name: Annual Report for Accountant Chris AU
  guid: 49b7979123564c5e944586db82a123e8
  parent-template: Transaction Report
Display / Num: Disabled
Display / Memo: Disabled
Sorting / Show Full Account Name: Enabled
Sorting / Secondary Subtotal for Date Key: none
Sorting / Show Account Description: Enabled
Sorting / Secondary Key: date
Sorting / Primary Key: account-code
Accounts / Accounts: null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null,
null, null, null, null, null, null, null, null, null, null, null, null
Filter / Account Name Filter: ^1

The reason the accounts are null is because the datafile isn't loaded.

HTH

On Thu, 8 Apr 2021 at 06:32, Michael Hendry <hendry.michael at gmail.com>
wrote:

> I’m shortly to undergo surgery, and although I expect to be home in three
> or four days, it’ll be several weeks before I’m fully up and running again.
> As a retired doctor, I’m well aware that bad stuff can happen during or
> after surgery.
>
> As well as managing my personal accounts, I’m treasurer of a club and two
> small charities, and I’d like to be able to prepare a hand-over bundle for
> a temporary (or permanent) successor.
>
> This process should ideally be reversible, so that I can take over again
> after my recovery.
>
> Sharing the .gnucash files is an obvious first step, but I’d need to share
> the reports I’ve refined over the years which apply only to one set of
> books, along with any other necessary settings.
>
> There’s some overlap with a 2013 topic “sequential use of Gnucash on
> multiple computers”, but I haven’t found any recent references to this.
>
> Before I reinvent the wheel, does anyone have a ready-to-use solution?
>
> Regards,
>
> Michael
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