As somebody who has done the books for several non-profits, I don't
think Paul was talking about the report title,. but instead the "column
titles" for the Balance Sheet of a non-profit.
But Paul, I have seen other things used for that header title (besides
"net assets"). You need to keep in mind that non-profits often have two
kinds of liabilities, the ordinary sort, and "donor restricted funds"
(and other sorts of restricted funds)
I don't really understand your problem with "exporting and then editing"
because in my experience going to want to do that anyway. The SAME
report (in the logical sense) will often be wanted for presentation in
different formats, different levels of detail, etc. That's easiest to do
by exporting the "raw" report from gnucash and then from that producing
the final product(s).
Thus take the "Statement of Revenues and Expenses (title for what you
for profit folks call "profit and loss"). As treasurer I would need to
know levels of detail down to things like how much paid each person as
"compensation" << they might also have received mileage reimbursement >>
so knowing if over $600 and I'll need to do a 1099-MISC for that person.
The Board might just want to see how much each intern paid in total, and
the annual report for members just the total paid to all of them. So
doing the annual, I would run in gnucash with all the gory detail (for
me) and then edit one version for the Board and one to give out to
membership at annual meeting.Events are similar, since as treasurer you
want the "printing and postage" component of the expense separate (line
item on 990/990EZ) but the board wants to see all expenses of an event
as a total.
When you use a full feature editor to put the reports into final form
you can do all sorts of things (annotate, pretty print, add organization
logo and fixed text, etc.)
Michael D Novack
On 7/5/2022 10:40 AM, Stan Brown wrote:
On 2022-07-04 16:33, Paul Kroitor wrote:
Most of the entities we use GnuCash for are non-profits, and here (at least)
non-profits don't have "Equity". They have "Net Assets", which is the same
thing but doesn't imply there are owners behind the internal value to the
operation.
The upshot is that every report we produce that shows Equity must be printed
to a file, massaged to replace Equity with Net Assets, and printed again.
This is a longshot, but is there any way to have all the reports tweaked to
do this once and for all? Ideally, something in the Book options (ie
Properties menu) as not all the sets of books here are non-profits.
1. Bring up your Balance Sheet report.
2. Click Options (or Edit » Report Options).
3. Select the General tab.
4. Change Report Title to Net Assets. This is the one that appears in
the report.
5. Change Report name to anything you wish, though Net Assets is
probably easiest.
6. Look at all the tabs and change any other options you wish.
7. Click OK.
8. Click Save Report Configuration. A window will open showing the
Report name from step 5. Click Close to save this report configuration.
In future, click Reports » Saved Report Configurations and then click
the green dot to the right of your Net Assets report.
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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