[GNC] Where do I set the "Accounting Period" for reports?

[Adrien Monteleone]

On 1/7/23 3:41 AM, Chris Green wrote:
> I really don't want or need to save reports, it's just one more bit of
> configuration that I'd need to keep track of.  I want things to be
> configured in as few places as possible.

Unfortunately, that's as few steps as you can get right now.

Note, Saved Configs aren't saved *instances* of Reports. They are a 
collection of saved Options.

> A saved report is of little use the next year (wrong headings often).

Then don't put that period-specific info in the config. Do that after 
you run it. (you're having to do it now anyway...)

I used a Saved Config for 'EOY Income Statement'. After it is visible, I 
make period-specific changes as needed like if I want a custom header 
text. But the bulk of the report Options are already set with the least 
amount of work.

> What I want is to set things up so that whenever I click on (for
> example) Transaction Report I just get that and not have to jump
> through several hoops to actually get any meaningful output.

That report is an entirely different beast than Income Statement or 
Balance Sheet, the traditional annual reports.

It is a 'Swiss Army Knife' of reports, which is why you have to 
customize it to your liking each time. If you have a complicated Options 
setup for it, then of course, save that as a Config, then after you run 
it, set the period-specific stuff after.

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You have 2 options:

1. Set the report options each and every report run. (lots of work and 
clicks)

2. Set the report options that are common *regardless of period* and 
save that as a config, then when you run the report, adjust the period 
specific options. (less work and clicks)

*dates should be generalized in a config, and with some thought when 
setting them, should in most cases, likely not need changing when 
actually run to get it right. I only specify exact dates when the 
general options aren't suitable.

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If you'd like, craft a Transaction Report you're frustrated with, choose 
the option on the General tab to include the Options Summary and 
copy/paste that in a reply. I'll be happy to indicate which ones can be 
set in a config to save you repetitive work and get you a 'meaningful 
output' with the least amount of period-specific customization.


Regards,
Adrien