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

[Michael Hendry]

> On 8 Apr 2021, at 10:36, Christopher Lam <christopher.lck at gmail.com> wrote:
> 
> 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

Thanks, Christopher,

That’s an excellent starting point - I’ve been accumulating a lot of custom reports, several of which are duplicates or near duplicates, and this will help me to cull the redundant ones.

I think if I rename the reports so that they start with" Book-A”, "Book-B” etc it’ll be clear to whoever is filling in for me which reports relate to his/her organisation, so the one file could be shared by all.

Is it possible to merge a set of custom reports into an existing Gnucash installation? What I’m thinking is that I would copy BookX.gnucash along with my .gnucash directory and its contents into ~/Dropbox/BookX and send a Dropbox link to the nominated BookX bookkeeper.

This bookkeeper would have to have the appropriate version of Gnucash installed for his/her operating system, and be given appropriate instructions on how to deal with the Dropbox files. 

Does this sound feasible? 

Incidentally, gnucash-cli isn’t in my PATH, so I had to run it from:

/Applications/Gnucash.app/Contents/MacOS

Regards,

Michael