Not knowing anything about the internal workings of Gnucash...
It seems from a UI-perspective, that having a checkbox for "Include
subaccounts of selected accounts" as a report option setting, is pretty
clear and simple.
If I have a report setup for particular accounts that represent some
sort of project or activity ('cost area'), I would not check that box.
If I have a more generalized report that I want to show information for
a broader range or higher level of reporting, I'd check that box and
Gnucash would include current subaccounts to the selected accounts. I
would use this setting for the mostly regular and periodic reporting I
do where I don't want to have to go back in and check that it's missing
an account or two that I added in the past week/month/quarter/year.
:George
On 3/22/2022 7:00 PM, David T. via gnucash-user wrote:
My experience matches that of George, and I don't see how changing the levels
could gather a new account into the report.
The issue has been raised before recently, although I couldn't track it down.
Short of rewriting the report code to re-evaluate the account set every time a
report is run, I can't see how to fix the problem-- and even then, how would
gnucash know when a given account should be added to any given report or not?
There are plenty of use cases where a saved report includes a subset of
accounts on purpose-- for example, when one wants a report that includes
expenses for an isolated cost area (think rental properties). I might even
hazard a guess that this would be one of the primary features of saved report
configurations. The lists here have countless threads advising users to do just
that. So automatically adding new subaccounts to existing reports could be
detrimental for many users with saved reports.
That's not to say that I haven't wished for some way to automate this aspect. I
just don't see how you would implement it.
David T.
On March 22, 2022 6:49:25 PM EDT, davidcousen...@gmail.com wrote:
George
Have you tried changing the number of sub-account levels in the report options?
(Edit->Report Options with the report open). It may be possible that changing
>from the default level of 3 and/or changing the option to flatten the account
structure (you can always change it back again if the result is not desirable)
may force a reevaluation of the included accounts. Not sure if this will work
but it may be worth a try. If you get the report showing the added accounts then
resave the report.
David Cousens
On Tue, 2022-03-22 at 11:53 -0700, George Riner wrote:
I am learning that when I add another subaccount to an account already
has subaccounts and the account is already in several "saved report
configurations" that I now have to go back through each and every one of
my "saved report configurations" and update its Options to include that
new subaccount. It won't automatically include that new subaccount just
because it's a subaccount of an account that's already selected in the
options for those saved report configurations.
Is there a way to make it work that way?
:George
Platform: Windows 10 (64-bit) build 19044.1586 (32Gb RAM)
Gnucash: 4.9+(2021-12-18) English
Finance Quote: 1.51a
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