[GNC] Some questions about the Account Summary Report

[Stan Brown (using GC 4.14)]

On 2023-08-31 04:04, Chris Green wrote:
> Why is the amount for 'Lloyds' further left than the other amounts? Is
> it simply because it's a lower level sub-account?

Yes. Each lower level of subaccounts is further left. To control the
number of columns displayed for subaccounts, see Levels of Subaccounts
on the Accounts tab of Report Options.

> What is the meaning of the £0.00 against Assets, Income, etc.  One
> would have expected that the value against Income would be the total
> of all the Income sub-accounts.

You have Parent Account Balances on the Display tab set to Account
Balance. If a parent account is a placeholder (as is usually the case),
its balance will always be zero. Change Parent Account Balances to
Calculate Subtotal.

> Have I got something wrongly configured?

It would appear so.

In my own work, I always go carefully through Report Options, especially
on a report I'm running for the first time. Quite often the default
options for reports don't seem to me like the best choices, though of
course no default will satisfy everyone. So I select the options the way
I want them, and save a report in Saved Report Configurations.

The Apply button on Report Options is your friend here. When not sure
which setting you need for an option, try one choice and click Apply,
then see if it made the report what you want it to be. If not, try a
different choice and click Apply. Once the options are all the way you
want them, click Close on Report Options and Save Config at the top.

One thing to be careful about is the selection of accounts on the
Accounts tab of Report Options. If you save a report configuration, then
later create a new account, and still later re-run the report, it will
not include the new account. You need to select that account on the
Accounts tab of Report Options.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com/