[GNC] Saved Report Configurations
Mahon Finbar
mahon.finbar at neuf.fr
Tue Feb 14 05:05:09 EST 2023
OK, a little nit picky? but whatever rows your boat. I just need the
detail for the taxman once a year, he doesn't deserve a PDF 😁
Delighted with the responses, bully for Gnucash....a fabulous app and
services.
Finbar
On 13/02/2023 17:39, Adrien Monteleone wrote:
> 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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