On 3/6/2022 9:03 PM, Chuck wrote:
Hi:
Thanks for all the help, hints & so on.
What do you think is the best option to generate a custom report?
Chuck
It depends.
Consider that I was a pro (and though not fluent in LISP, can read most
anything -- SCHEME is a LISP dialect). But even so, when I first began
using gnucash for an organization the lawyer/accountant on the board
said "Mike, don't bother writing custom reports. Just generate the raw
reports, export them, and we'll use our favorite editors to assemble the
finished product. It's what any of us accountants would do."
So you need to decide for yourself, which will be easier. Doing the
customization inside gnucash (and printing that out) or if the data
needed for the finished report is available on existing gnucash
report(s), just get the report(s) out of gnucash and edit/message them
outside of gnucash. It depends on WHAT your "customizations" are. Just
selecting certain accounts? Well existing reports allow you to do that.
You want something else for the report title, ditto. You wan to check
out ALL the report options for a report before asking about "custom".
Describe for us WHAT customization you want/need for what report(s). We
can then better advise. Might already exist.
Michael D Novack
PS: Mind, I was going to need LOTS of "customizing" besides simple
things like showing two side by side. Things like the ability to add
annotation (an amount that was unusual "marked" with a symbol and in the
footnotes text explaining. Like an account that was supposed to be
showing an amount being zero might be flagged and the matching note
below "invoice for printing and mail annual meeting notice not yet
received for the vendor". Also mind that as treasurer, I might need a
level of detail (for gov't reporting) that would be of no interest shown
that way to the board at quarterly meetings.
Thus for deciding whether 1099-MISCs needed and for whom I need the
annual "Statement of Revenues and Expenses" report (that's what a
non-profit calls the report a business would call "Profit and Loss") to
show for each intern how much paid, how much for mileage reimbursement.
But the board would only want to see the parent "interns" total among
expenses. Not how much we gave Tom and how much Mary and how much of
what we gave them was pay vs mileage reimbursement. In other words,
easier to run the full report in gnucash, export it, keep one as the raw
report and make a copy in which unwanted information is edited out.
Existing report options can be useful but sometimes not. Thus "omit
accounts with zero amount" is an option but I might not want that
globally << an account with an unexpectedly zero amount might belong on
the report, probably with an annotation >>
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