[GNC] new subaccounts and updating saved reports

[George Riner]

Not knowing anything about the internal workings of Gnucash...

It seems from a UI-perspective, that having a checkbox for "Include 
subaccounts of selected accounts" as a report option setting, is pretty 
clear and simple.

If I have a report setup for particular accounts that represent some 
sort of project or activity ('cost area'), I would not check that box.

If I have a more generalized report that I want to show information for 
a broader range or higher level of reporting, I'd check that box and 
Gnucash would include current subaccounts to the selected accounts. I 
would use this setting for the mostly regular and periodic reporting I 
do where I don't want to have to go back in and check that it's missing 
an account or two that I added in the past week/month/quarter/year.

:George

On 3/22/2022 7:00 PM, David T. via gnucash-user wrote:
> My experience matches that of George, and I don't see how changing the levels could gather a new account into the report.
>
> The issue has been raised before recently, although I couldn't track it down. Short of rewriting the report code to re-evaluate the account set every time a report is run, I can't see how to fix the problem-- and even then, how would gnucash know when a given account should be added to any given report or not?
>
> There are plenty of use cases where a saved report includes a subset of accounts on purpose-- for example, when one wants a report that includes expenses for an isolated cost area (think rental properties). I might even hazard a guess that this would be one of the primary features of saved report configurations. The lists here have countless threads advising users to do just that. So automatically adding new subaccounts to existing reports could be detrimental for many users with saved reports.
>
> That's not to say that I haven't wished for some way to automate this aspect. I just don't see how you would implement it.
>
> David T.
>
> On March 22, 2022 6:49:25 PM EDT, davidcousens49 at gmail.com wrote:
>> George
>>
>> Have you tried changing the number of sub-account levels in the report options?
>> (Edit->Report Options with the report open). It may be possible that changing
> >from the default level of 3 and/or changing the option to flatten the account
>> structure (you can always change it back again if the result is not desirable)
>> may force a reevaluation of the included accounts. Not sure if this will work
>> but it may be worth a try. If you get the report showing the added accounts then
>> resave the report.
>>
>> David Cousens
>>
>>
>> On Tue, 2022-03-22 at 11:53 -0700, George Riner wrote:
>>> I am learning that when I add another subaccount to an account already
>>> has subaccounts and the account is already in several "saved report
>>> configurations" that I now have to go back through each and every one of
>>> my "saved report configurations" and update its Options to include that
>>> new subaccount.  It won't automatically include that new subaccount just
>>> because it's a subaccount of an account that's already selected in the
>>> options for those saved report configurations.
>>>
>>> Is there a way to make it work that way?
>>>
>>> :George
>>> Platform: Windows 10 (64-bit) build 19044.1586 (32Gb RAM)
>>> Gnucash: 4.9+(2021-12-18) English
>>> Finance Quote: 1.51a
>>>
>>> _______________________________________________
>>> gnucash-user mailing list
>>> gnucash-user at gnucash.org
>>> To update your subscription preferences or to unsubscribe:
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> If you are using Nabble or Gmane, please see
>>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>>> -----
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>> -----
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.