[GNC] Simple report(s) wanted

Jediator jediator at artemisspace.com
Tue Jan 21 10:06:54 EST 2025


I guess the most appropriate report in your case would be the standard 
Profit and Loss (P&L) report, which is predefined in GNC and available 
from the Reports pull-down menu (Reports->Income & Expense->Profit & 
Loss).  This report is a common standard format to show your work as a 
community treasurer.  However, this report only shows the balance of 
each account.  If you want to show the details of where money comes and 
goes, you probably will need the transaction report 
(Reports->Transaction Report) of relevant income and expense accounts.

The default one doesn't contain any accounts so you have to select 
relevant income (not asset) and expense accounts for the report. After 
you select the start and end date (reporting period) and the accounts, 
you can save the report configuration by clicking on the Save Config or 
Save Config As button on the report menu bar.   Next time you can 
retrieve the report by selecting Report->Saved Report 
Configurations->your_saved_report without reentering the report options...

Hope this helps. Cheers!

-- ND

On 1/21/25 6:02 AM, Chris Green wrote:
> I need to present our PCC/Church accounts to the PCC (Parochial Church
> Council) three or four times a year.  Every time I do this I struggle
> to find a report which simply shows the bank balance at the start of
> the period, where money came in from, where money went out to and the
> resulting final balance in the bank account.
>
> Am I missing something obvious or is there really no way of showing
> this?  It's what the layman (i.e. members of the PCC) want to see.
>
> Further to this I also always get bitten by having to select the
> 'start of year' and 'end of year' almost every time I run a report,
> these dates seem to get reset frequently.
>
> Also, it seems like every time I ask for a report, it tells me 'no
> accounts selected' and I have to go through the same old rigmarole
> that I have done many, many times before of selecting all accounts.
> Surely the default should be to include all accounts and also surely
> the setting should be remembered.
>
>
> I know I've been here before and probably have asked similar questions
> but I do find it rather frustrating at times.
>



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