[GNC] Saved Report Configurations

[Michael or Penny Novack]

On 2/13/2023 8:18 AM, Mahon Finbar wrote:
> Thank you so much David, much appreciated and entirely logical.
>
> I now have 2021 and 2022 nicely arranged.
> Just to be sure, for 2023 I should save it, when the time comes, as 
> 'Save Config as' and give it the appropriate title??
>
> Thanks again.
> Finbar 

However, there IS a different approach possible.

I do  not consider the SAME report except run for a different 
date/period to be a different "configuration". I consider 
"configuration" to refer to things like display options, nesting levels, 
what accounts to include/exclude, etc. But not dates.

So how do I handle the reality that I have many P&L reports, many 
Balance Sheet reports, etc. run for different dates?

I create directories (file folders) to hold them with suitable names 
(like Balance Sheets) and then after running the report in gnucash I 
export it to this folder using a suitable file name that clearly 
identifies it. Thus I might name the the file which is a Balance Sheet 
run for the effective date of Jan 31 "BalanceSheet20230131"

Mind, I've been using gnucash since 2007, so if saving within gnucash 
data. It would  be a ridiculous amount of clutter within gnucash data if 
I kept them all there. The fact that I knew to do this from the start 
(when there were just a few) is because I was a freshly retired pro. 
Avoid future problems.

Michael D Novack