[GNC] Report Help

David T. sunfish62 at yahoo.com
Mon Mar 21 22:50:55 EDT 2022


Another option would be to create a multicolumn report with two Account Summary reports side by side-- one set to the start date, the second to the end date. 

On March 21, 2022 9:24:14 PM EDT, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:
>The Account Summary is a snapshot, that's why it doesn't let you select 
>a range. (similar to a Balance Sheet)
>
>Your other options are an Income Statement/P&L (which won't show 
>anything but Expense & Income accounts) or perhaps an Equity Statement 
>or the Balance Sheet which includes Equity, Assets & Liabilities. (which 
>again, are snapshots and rolls Income/Expense into Equity)
>
>The closest to the Account Summary with a date range is the Trial 
>Balance Report. (be sure to set Account Depth to 'All' on the Accounts 
>tab in Options)
>
>You can get sort of close with a Transaction Report if you select all 
>accounts on the Accounts tab, clear everything *but* Account Name & 
>Totals on the Display tab, set your desired date range on the General 
>tab, and then select "Show subtotals only (hide transactional data)" on 
>the Sorting tab.
>
>Regards,
>Adrien
>
>On 3/19/22 10:39 AM, Brock Rycenga wrote:
>> Hello,
>> 
>> Looking for help with [custom] reports. I like the look of the Account
>> Summary report, but there is no way to fully customize the date range (only
>> a starting date, or ending date - not both). I like that report format the
>> best because it shows the account hierarchy with a total for the top level
>> of any account with sub-accounts. Anyone know how to do this with a
>> transactional report? Is there another report I should start with to get
>> the look/feel of the Account Summary report, but with a fully custom date
>> range?
>
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