[GNC] Saved Report Configurations
Adrien Monteleone
adrien.monteleone at lusfiber.net
Mon Feb 13 11:39:25 EST 2023
I do the same. I have general configurations saved, but anything
particular to that solitary instance of the report, I do not save as
part of the configuration. Those will be one-offs so no need to save
them as a config, just run and if I want, save as a PDF.
Regards,
Adrien
On 2/13/23 8:18 AM, Michael or Penny Novack wrote:
> 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.
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