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

[Geert Janssens]

Hi Michael,

That should  work.

There is one pitfall with the way saved report configurations are handled in  gnucash, but that 
is in general and not specific to your situation: saved rerport configurations are shared by all 
your books even though their configuration details may only make sense for one book.
To detail if you have multiple books those books may have different accounts (and hence also 
different account id-numbers internally). If you now save a report configuration in book A, with 
a selection of accounts from book A, the report will not  work properly when opened on book 
B, as not all accounts from book A would match the accounts from book B.

Regards,

Geert

Op vrijdag 9 april 2021 08:40:45 CEST schreef Michael Hendry:
> > On 8 Apr 2021, at 21:28, David Cousens <davidcousens at bigpond.com> wrote:
> > 
> > Michael,
> > 
> > The location of the saved reports files is OS dependent. Full infor on the
> > location sis given at
> > https://wiki.gnucash.org/wiki/Configuration_Locations
> > although it takes a bit of sorting through  but I think the saved reports
> > are in USER_DATA_HOME.They are on LInux Mint 20. See also
> > https://www.gnucash.org/docs/v4/C/gnucash-guide/basics-migrate-settings.ht
> > ml#:~:text=Migrating%20financial%20data,desired%20path%20from%20within%20G
> > nuCash%20.
> > 
> > David Cousens
> 
> That’s very helpful, David, thanks.
> 
> On my Mac, I found the saved reports here:
> 
> ~/Library/Application Support/Gnucash/saved-reports-2.8
> 
> and I’ve produced an alphabetic list of all the reports using gnucash-cli,
> as recommended by Chris Lam.
> 
> Next, I'll clean up duplicate and redundant reports and tidy up inconsistent
> naming.
> 
> Am I right in thinking that I could copy and paste a report's definition
> from my saved-reports-2.8 file to my successor’s? START COPY FROM HERE:
> ;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
> ;; Options for saved report "ESJE Transaction Report to 31/10/2019", based
> on template “2fe3b9833af044abb929a88d5a59620f” …
> 
> )
> FINISH COPY HERE
> ;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
> ;; Options for saved report "RChBalance Sheet", based on template
> “c4173ac99b2b448289bf4d11c731af13"
> 
> If this is a workable method, I could copy all the report definitions for
> BookA, BookB and BookC into individual files, ready for copying into
> SuccessorA, SuccessorB and SuccessorC’s respective saved-reports-2.8 files.
> 
> Of course, there could be a fatal flaw in my plan which I am too ignorant to
> spot…
> 
> Regards,
> 
> Michael
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