Re: [GNC] Creating a customer report by location

[Samantha Payn]

   Is this not possible, or has this request slipped through unnoticed?

   Cheers

   On 05/08/2021 14:26 Samantha Payn <[1]saman...@boorertranslations.com>
   wrote:

   Can anyone tell me how to set up a report on income by customer

   location, please?

   Many thanks

   Samantha Payn

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Re: [GNC] Creating a customer report by location

[David Carlson]

No, not unnoticed, but I do not use business features, so I waited to see
if a business user would step up.

GnuCash has no geographical data feature to use for such a report.  You
would have to somehow manually add appropriate information in a text field,
but reports generally only have rudimentary sorting  on text fields, so
maybe at best you could come up with a manually implemented zip code scheme.

Short answer, no.

On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <
saman...@boorertranslations.com> wrote:

>Is this not possible, or has this request slipped through unnoticed?
>
>Cheers
>
>On 05/08/2021 14:26 Samantha Payn <[1]saman...@boorertranslations.com>
>wrote:
>
>Can anyone tell me how to set up a report on income by customer
>
>location, please?
>
>Many thanks
>
>Samantha Payn
>
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[GNC] budget report and scrolling

[Jon Schewe]

I am using the budget report and it's working quite well, except for
one thing. When I am viewing a whole year I need to scroll left and
right to see columns later in the year and when I do this I can't see
the labels on the left for the accounts. Does anyone have a good way
around this?

Just before I sent this I was thinking that I could limit the number of
budget periods visible, while this isn't ideal those options are
disabled in the report options. Is this expected?

I'm using GnuCash 4.6 on Linux.

Thank you,
Jon


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Re: [GNC] Creating a customer report by location

[Derek Atkins]

Hi Samantha,

As far as I know, there is no report like that.  Indeed, I can't even
think of a way that you could collate customers by location within
GnuCash.  Are you thinking by State?  By Zip Code?  By some other means?

Once you figure that out, then one could write a routine that sorted and
collated based on that.  But to my knowledge, no such thing exists.

I'm curious what your actual use-case is here?

-derek

On Fri, August 6, 2021 9:11 am, David Carlson wrote:
> No, not unnoticed, but I do not use business features, so I waited to see
> if a business user would step up.
>
> GnuCash has no geographical data feature to use for such a report.  You
> would have to somehow manually add appropriate information in a text
> field,
> but reports generally only have rudimentary sorting  on text fields, so
> maybe at best you could come up with a manually implemented zip code
> scheme.
>
> Short answer, no.
>
> On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <
> saman...@boorertranslations.com> wrote:
>
>>Is this not possible, or has this request slipped through unnoticed?
>>
>>Cheers
>>
>>On 05/08/2021 14:26 Samantha Payn
>> <[1]saman...@boorertranslations.com>
>>wrote:
>>
>>Can anyone tell me how to set up a report on income by customer
>>
>>location, please?
>>
>>Many thanks
>>
>>Samantha Payn
>>
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>>2. mailto:gnucash-user@gnucash.org
>>3. https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>4. https://wiki.gnucash.org/wiki/Mailing_Lists
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>
>
> --
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-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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[GNC] Hiding accounts of zero

[Graham]

Sorry if this is a basic question, but I've tried searching to no avail.

I'm thinking of stock accounts, where many have been bought and sold. Is 
there a way of showing the account tree to 'hide' accounts of zero 
value, or zero stock?


I could delete the account, but I want to keep the record, and I may 
want to buy back in the future, so it keeps all the details for me.


However, it is a pain scrolling through long lists of stock I no longer 
own. Similarly for old bank accounts such as term deposits; I'd like to 
keep the details, just not have them showing up all the time in the 
account list.


Thanks in advance,

--
Cheerio,

Graham


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Re: [GNC] Hiding accounts of zero

[Dean Gibson]

First all, you can hide individual accounts.  However, what I do, is 
create an account group called "Prior stocks" & move prior stocks to 
that group, & then collapse that group.



On 2021-08-06 08:05, Graham wrote:

Sorry if this is a basic question, but I've tried searching to no avail.

I'm thinking of stock accounts, where many have been bought and sold. 
Is there a way of showing the account tree to 'hide' accounts of zero 
value, or zero stock?


I could delete the account, but I want to keep the record, and I may 
want to buy back in the future, so it keeps all the details for me.


However, it is a pain scrolling through long lists of stock I no 
longer own. Similarly for old bank accounts such as term deposits; I'd 
like to keep the details, just not have them showing up all the time 
in the account list.


Thanks in advance,

--
Cheerio, Graham




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Re: [GNC] Hiding accounts of zero

[Derek Atkins]

Hi,

On Fri, August 6, 2021 11:05 am, Graham wrote:
> Sorry if this is a basic question, but I've tried searching to no avail.
>
> I'm thinking of stock accounts, where many have been bought and sold. Is
> there a way of showing the account tree to 'hide' accounts of zero
> value, or zero stock?
>
> I could delete the account, but I want to keep the record, and I may
> want to buy back in the future, so it keeps all the details for me.
>
> However, it is a pain scrolling through long lists of stock I no longer
> own. Similarly for old bank accounts such as term deposits; I'd like to
> keep the details, just not have them showing up all the time in the
> account list.

Two ways to do this:

1) View -> Filter By -> Other
   uncheck "show zero total accounts"

2) Select the account in question
   click Edit Account
   select Hidden (to hide from the Chart of Accounts) and Placeholder (to
hide from autocomplete).

You may even want to perform a mix-and-match of these two options.

> Thanks in advance,

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
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   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] Hiding accounts of zero

[Dean Gibson]

Two ways to do this:

1) View -> Filter By -> Other
uncheck "show zero total accounts"


I forgot about this, as I *never* recommend it, because it is subject to 
the "Law of Unintended Consequences."

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Re: [GNC] Creating a customer report by location

[Samantha Payn]

Thank you for your reply, David.


> On 6 Aug 2021, at 14:11, David Carlson  wrote:
> 
> 
> No, not unnoticed, but I do not use business features, so I waited to see if 
> a business user would step up.
> 
> GnuCash has no geographical data feature to use for such a report.  You would 
> have to somehow manually add appropriate information in a text field, but 
> reports generally only have rudimentary sorting  on text fields, so maybe at 
> best you could come up with a manually implemented zip code scheme.
> 
> Short answer, no.
> 
>> On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn 
>>  wrote:
>>Is this not possible, or has this request slipped through unnoticed?
>> 
>>Cheers
>> 
>>On 05/08/2021 14:26 Samantha Payn <[1]saman...@boorertranslations.com>
>>wrote:
>> 
>>Can anyone tell me how to set up a report on income by customer
>> 
>>location, please?
>> 
>>Many thanks
>> 
>>Samantha Payn
>> 
>>___
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>> 
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>> 
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>>2. mailto:gnucash-user@gnucash.org
>>3. https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>4. https://wiki.gnucash.org/wiki/Mailing_Lists
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> 
> -- 
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Re: [GNC] Hiding accounts of zero

[Graham]

On 06/08/2021 16:16, Derek Atkins wrote:


Brilliant. So easy when you know!!
Thanks muchly,
Graham

On Fri, August 6, 2021 11:05 am, Graham wrote:

Sorry if this is a basic question, but I've tried searching to no avail.

I'm thinking of stock accounts, where many have been bought and sold. Is
there a way of showing the account tree to 'hide' accounts of zero
value, or zero stock?

I could delete the account, but I want to keep the record, and I may
want to buy back in the future, so it keeps all the details for me.

However, it is a pain scrolling through long lists of stock I no longer
own. Similarly for old bank accounts such as term deposits; I'd like to
keep the details, just not have them showing up all the time in the
account list.

Two ways to do this:

1) View -> Filter By -> Other
uncheck "show zero total accounts"

2) Select the account in question
click Edit Account
select Hidden (to hide from the Chart of Accounts) and Placeholder (to
hide from autocomplete).

You may even want to perform a mix-and-match of these two options.


Thanks in advance,
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

-derek



--
--
Cheerio,

Graham


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[GNC] Fwd: Re: Creating a customer report by location

[Samantha Payn]

   Sorry, I replied to Derek only and I meant to include the list.

   Here is my response to Derek's question.

   -- Original Message --

   From: Samantha Payn 

   To: Derek Atkins 

   Date: 06/08/2021 16:26

   Subject: Re: [GNC] Creating a customer report by location

 I am a freelance translator in the UK with clients all over the
 world. In applying for advice and grants from a local government-run
 business support agency they want to know the proportion of my sales
 to local (county) customers, to the wider UK and as “exports”.

   Location by country for me would be sufficient (I don’t yet have any
   clients in my actual locality).

   In fact, for my purposes, a custom text field with A, B, C, D or E
   would be sufficient.

   I hope this helps and would love it if someone could come up with
   something.

   Many thanks for any pointers

   Samantha

 On 6 Aug 2021, at 15:25, Derek Atkins  wrote:

   Hi Samantha,
   As far as I know, there is no report like that.  Indeed, I can't even
   think of a way that you could collate customers by location within
   GnuCash.  Are you thinking by State?  By Zip Code?  By some other
   means?
   Once you figure that out, then one could write a routine that sorted
   and
   collated based on that.  But to my knowledge, no such thing exists.
   I'm curious what your actual use-case is here?
   -derek
   On Fri, August 6, 2021 9:11 am, David Carlson wrote:

 No, not unnoticed, but I do not use business features, so I waited
 to see

 if a business user would step up.

 GnuCash has no geographical data feature to use for such a report.
 You

 would have to somehow manually add appropriate information in a text

 field,

 but reports generally only have rudimentary sorting  on text fields,
 so

 maybe at best you could come up with a manually implemented zip code

 scheme.

 Short answer, no.

 On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <

 saman...@boorertranslations.com> wrote:

   Is this not possible, or has this request slipped through
 unnoticed?

   Cheers

   On 05/08/2021 14:26 Samantha Payn

 <[1]saman...@boorertranslations.com>

   wrote:

   Can anyone tell me how to set up a report on income by customer

   location, please?

   Many thanks

   Samantha Payn

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 References

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   3. https://lists.gnucash.org/mailman/listinfo/gnucash-user

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 Derek Atkins 617-623-3745
 de...@ihtfp.com www.ihtfp.com
 Computer and Internet Security Consultant
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Re: [GNC] Fwd: Re: Creating a customer report by location

[David H]

Samantha,

Like David Carlson I'm not a business features user so I'm only guessing
here but can you setup your customers or Sales in a heirarchy - i.e
Customers, Customers UK, Customers Local, Customers Non UK OR Sales, Sales
UK, Sales Local, Sales Non UK and report on them that way ?

Cheers David H.

On Sat, 7 Aug 2021 at 03:36, Samantha Payn 
wrote:

>Sorry, I replied to Derek only and I meant to include the list.
>
>Here is my response to Derek's question.
>
>-- Original Message --
>
>From: Samantha Payn 
>
>To: Derek Atkins 
>
>Date: 06/08/2021 16:26
>
>Subject: Re: [GNC] Creating a customer report by location
>
>  I am a freelance translator in the UK with clients all over the
>  world. In applying for advice and grants from a local government-run
>  business support agency they want to know the proportion of my sales
>  to local (county) customers, to the wider UK and as “exports”.
>
>Location by country for me would be sufficient (I don’t yet have any
>clients in my actual locality).
>
>In fact, for my purposes, a custom text field with A, B, C, D or E
>would be sufficient.
>
>I hope this helps and would love it if someone could come up with
>something.
>
>Many thanks for any pointers
>
>Samantha
>
>  On 6 Aug 2021, at 15:25, Derek Atkins  wrote:
>
>Hi Samantha,
>As far as I know, there is no report like that.  Indeed, I can't even
>think of a way that you could collate customers by location within
>GnuCash.  Are you thinking by State?  By Zip Code?  By some other
>means?
>Once you figure that out, then one could write a routine that sorted
>and
>collated based on that.  But to my knowledge, no such thing exists.
>I'm curious what your actual use-case is here?
>-derek
>On Fri, August 6, 2021 9:11 am, David Carlson wrote:
>
>  No, not unnoticed, but I do not use business features, so I waited
>  to see
>
>  if a business user would step up.
>
>  GnuCash has no geographical data feature to use for such a report.
>  You
>
>  would have to somehow manually add appropriate information in a text
>
>  field,
>
>  but reports generally only have rudimentary sorting  on text fields,
>  so
>
>  maybe at best you could come up with a manually implemented zip code
>
>  scheme.
>
>  Short answer, no.
>
>  On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <
>
>  saman...@boorertranslations.com> wrote:
>
>Is this not possible, or has this request slipped through
>  unnoticed?
>
>Cheers
>
>On 05/08/2021 14:26 Samantha Payn
>
>  <[1]saman...@boorertranslations.com>
>
>wrote:
>
>Can anyone tell me how to set up a report on income by customer
>
>location, please?
>
>Many thanks
>
>Samantha Payn
>
>___
>
>gnucash-user mailing list
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>[2]gnucash-user@gnucash.org
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>-
>
>Please remember to CC this list on all your replies.
>
>You can do this by using Reply-To-List or Reply-All.
>
>  References
>
>1. mailto:saman...@boorertranslations.com
>
>2. mailto:gnucash-user@gnucash.org
>
>3. https://lists.gnucash.org/mailman/listinfo/gnucash-user
>
>4. https://wiki.gnucash.org/wiki/Mailing_Lists
>
>  ___
>
>  gnucash-user mailing list
>
>  gnucash-user@gnucash.org
>
>  To update your subscription preferences or to unsubscribe:
>
>  https://lists.gnucash.org/mailman/listinfo/gnucash-user
>
>  If you are using Nabble or Gmane, please see
>
>  https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>
>  -
>
>  Please remember to CC this list on all your replies.
>
>  You can do this by using Reply-To-List or Reply-All.
>
>  --
>
>  David Carlson
>
>  ___
>
>  gnucash-user mailing list
>
>  gnucash-user@gnucash.org
>
>  To update your subscription preferences or to unsubscribe:
>
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>
>  If you are using Nabble or Gmane, please see
>
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>
>  -
>
>  Please remember to CC this list on all your replies.
>
>  You can do this by using Reply-To-List or Reply-All.
>
>--
>  Derek Atkins 617-623-3745
>  de...@ihtfp.com www.ihtfp.com
>  Computer and Internet Security Consultant
> __

Re: [GNC] Fwd: Re: Creating a customer report by location

[Derek Atkins]

David,

I'm not sure how you would do that.  Customers are just a flat database, a
list; there is no Customer Hierarchy.

-derek

On Fri, August 6, 2021 3:34 pm, David H wrote:
> Samantha,
>
> Like David Carlson I'm not a business features user so I'm only guessing
> here but can you setup your customers or Sales in a heirarchy - i.e
> Customers, Customers UK, Customers Local, Customers Non UK OR Sales, Sales
> UK, Sales Local, Sales Non UK and report on them that way ?
>
> Cheers David H.
>
> On Sat, 7 Aug 2021 at 03:36, Samantha Payn
> 
> wrote:
>
>>Sorry, I replied to Derek only and I meant to include the list.
>>
>>Here is my response to Derek's question.
>>
>>-- Original Message --
>>
>>From: Samantha Payn 
>>
>>To: Derek Atkins 
>>
>>Date: 06/08/2021 16:26
>>
>>Subject: Re: [GNC] Creating a customer report by location
>>
>>  I am a freelance translator in the UK with clients all over the
>>  world. In applying for advice and grants from a local
>> government-run
>>  business support agency they want to know the proportion of my
>> sales
>>  to local (county) customers, to the wider UK and as “exports”.
>>
>>Location by country for me would be sufficient (I don’t yet have any
>>clients in my actual locality).
>>
>>In fact, for my purposes, a custom text field with A, B, C, D or E
>>would be sufficient.
>>
>>I hope this helps and would love it if someone could come up with
>>something.
>>
>>Many thanks for any pointers
>>
>>Samantha
>>
>>  On 6 Aug 2021, at 15:25, Derek Atkins  wrote:
>>
>>Hi Samantha,
>>As far as I know, there is no report like that.  Indeed, I can't even
>>think of a way that you could collate customers by location within
>>GnuCash.  Are you thinking by State?  By Zip Code?  By some other
>>means?
>>Once you figure that out, then one could write a routine that sorted
>>and
>>collated based on that.  But to my knowledge, no such thing exists.
>>I'm curious what your actual use-case is here?
>>-derek
>>On Fri, August 6, 2021 9:11 am, David Carlson wrote:
>>
>>  No, not unnoticed, but I do not use business features, so I waited
>>  to see
>>
>>  if a business user would step up.
>>
>>  GnuCash has no geographical data feature to use for such a report.
>>  You
>>
>>  would have to somehow manually add appropriate information in a
>> text
>>
>>  field,
>>
>>  but reports generally only have rudimentary sorting  on text
>> fields,
>>  so
>>
>>  maybe at best you could come up with a manually implemented zip
>> code
>>
>>  scheme.
>>
>>  Short answer, no.
>>
>>  On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <
>>
>>  saman...@boorertranslations.com> wrote:
>>
>>Is this not possible, or has this request slipped through
>>  unnoticed?
>>
>>Cheers
>>
>>On 05/08/2021 14:26 Samantha Payn
>>
>>  <[1]saman...@boorertranslations.com>
>>
>>wrote:
>>
>>Can anyone tell me how to set up a report on income by customer
>>
>>location, please?
>>
>>Many thanks
>>
>>Samantha Payn
>>
>>___
>>
>>gnucash-user mailing list
>>
>>[2]gnucash-user@gnucash.org
>>
>>To update your subscription preferences or to unsubscribe:
>>
>>[3]https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>
>>If you are using Nabble or Gmane, please see
>>
>>[4]https://wiki.gnucash.org/wiki/Mailing_Lists for more
>>  information.
>>
>>-
>>
>>Please remember to CC this list on all your replies.
>>
>>You can do this by using Reply-To-List or Reply-All.
>>
>>  References
>>
>>1. mailto:saman...@boorertranslations.com
>>
>>2. mailto:gnucash-user@gnucash.org
>>
>>3. https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>
>>4. https://wiki.gnucash.org/wiki/Mailing_Lists
>>
>>  ___
>>
>>  gnucash-user mailing list
>>
>>  gnucash-user@gnucash.org
>>
>>  To update your subscription preferences or to unsubscribe:
>>
>>  https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>
>>  If you are using Nabble or Gmane, please see
>>
>>  https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>>
>>  -
>>
>>  Please remember to CC this list on all your replies.
>>
>>  You can do this by using Reply-To-List or Reply-All.
>>
>>  --
>>
>>  David Carlson
>>
>>  ___
>>
>>  gnucash-user mailing list
>>
>>  gnucash-user@gnucash.org
>>
>>  To update your subscription preferences or to unsubscribe:
>>
>>  https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>
>>  If you are using Nabble or Gmane, please see
>>
>>  https://wiki.gnucash.org/wiki/Mailing_

Re: [GNC] Fwd: Re: Creating a customer report by location

[Greg Feneis]

Perhaps use of jobs could help?

If jobs were named per location, or included location in the job name or
description?

A customer could have multiple locations indicated by job.

The thing I don't know is whether reports can sort on job names or
descriptions 🤔

Kind regards, Greg Feneis
(Pixel 3)


On Fri, Aug 6, 2021, 12:51 Derek Atkins  wrote:

> David,
>
> I'm not sure how you would do that.  Customers are just a flat database, a
> list; there is no Customer Hierarchy.
>
> -derek
>
> On Fri, August 6, 2021 3:34 pm, David H wrote:
> > Samantha,
> >
> > Like David Carlson I'm not a business features user so I'm only guessing
> > here but can you setup your customers or Sales in a heirarchy - i.e
> > Customers, Customers UK, Customers Local, Customers Non UK OR Sales,
> Sales
> > UK, Sales Local, Sales Non UK and report on them that way ?
> >
> > Cheers David H.
> >
> > On Sat, 7 Aug 2021 at 03:36, Samantha Payn
> > 
> > wrote:
> >
> >>Sorry, I replied to Derek only and I meant to include the list.
> >>
> >>Here is my response to Derek's question.
> >>
> >>-- Original Message --
> >>
> >>From: Samantha Payn 
> >>
> >>To: Derek Atkins 
> >>
> >>Date: 06/08/2021 16:26
> >>
> >>Subject: Re: [GNC] Creating a customer report by location
> >>
> >>  I am a freelance translator in the UK with clients all over the
> >>  world. In applying for advice and grants from a local
> >> government-run
> >>  business support agency they want to know the proportion of my
> >> sales
> >>  to local (county) customers, to the wider UK and as “exports”.
> >>
> >>Location by country for me would be sufficient (I don’t yet have any
> >>clients in my actual locality).
> >>
> >>In fact, for my purposes, a custom text field with A, B, C, D or E
> >>would be sufficient.
> >>
> >>I hope this helps and would love it if someone could come up with
> >>something.
> >>
> >>Many thanks for any pointers
> >>
> >>Samantha
> >>
> >>  On 6 Aug 2021, at 15:25, Derek Atkins  wrote:
> >>
> >>Hi Samantha,
> >>As far as I know, there is no report like that.  Indeed, I can't even
> >>think of a way that you could collate customers by location within
> >>GnuCash.  Are you thinking by State?  By Zip Code?  By some other
> >>means?
> >>Once you figure that out, then one could write a routine that sorted
> >>and
> >>collated based on that.  But to my knowledge, no such thing exists.
> >>I'm curious what your actual use-case is here?
> >>-derek
> >>On Fri, August 6, 2021 9:11 am, David Carlson wrote:
> >>
> >>  No, not unnoticed, but I do not use business features, so I waited
> >>  to see
> >>
> >>  if a business user would step up.
> >>
> >>  GnuCash has no geographical data feature to use for such a report.
> >>  You
> >>
> >>  would have to somehow manually add appropriate information in a
> >> text
> >>
> >>  field,
> >>
> >>  but reports generally only have rudimentary sorting  on text
> >> fields,
> >>  so
> >>
> >>  maybe at best you could come up with a manually implemented zip
> >> code
> >>
> >>  scheme.
> >>
> >>  Short answer, no.
> >>
> >>  On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <
> >>
> >>  saman...@boorertranslations.com> wrote:
> >>
> >>Is this not possible, or has this request slipped through
> >>  unnoticed?
> >>
> >>Cheers
> >>
> >>On 05/08/2021 14:26 Samantha Payn
> >>
> >>  <[1]saman...@boorertranslations.com>
> >>
> >>wrote:
> >>
> >>Can anyone tell me how to set up a report on income by customer
> >>
> >>location, please?
> >>
> >>Many thanks
> >>
> >>Samantha Payn
> >>
> >>___
> >>
> >>gnucash-user mailing list
> >>
> >>[2]gnucash-user@gnucash.org
> >>
> >>To update your subscription preferences or to unsubscribe:
> >>
> >>[3]https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >>
> >>If you are using Nabble or Gmane, please see
> >>
> >>[4]https://wiki.gnucash.org/wiki/Mailing_Lists for more
> >>  information.
> >>
> >>-
> >>
> >>Please remember to CC this list on all your replies.
> >>
> >>You can do this by using Reply-To-List or Reply-All.
> >>
> >>  References
> >>
> >>1. mailto:saman...@boorertranslations.com
> >>
> >>2. mailto:gnucash-user@gnucash.org
> >>
> >>3. https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >>
> >>4. https://wiki.gnucash.org/wiki/Mailing_Lists
> >>
> >>  ___
> >>
> >>  gnucash-user mailing list
> >>
> >>  gnucash-user@gnucash.org
> >>
> >>  To update your subscription preferences or to unsubscribe:
> >>
> >>  https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >>
> >>  If you are usin

Re: [GNC] Fwd: Re: Creating a customer report by location

[Samantha Payn]

As there are comprehensive address fields for the customer database it would be 
wonderful if these could be used to compile a report.
I could, working forward, categorise sales by location/product but that would 
mean duplicating each product for each location, and doesn’t solve the issue of 
a retrospective review.


> On 6 Aug 2021, at 22:10, Greg Feneis  wrote:
> 
> Perhaps use of jobs could help?
> 
> If jobs were named per location, or included location in the job name or
> description?
> 
> A customer could have multiple locations indicated by job.
> 
> The thing I don't know is whether reports can sort on job names or
> descriptions 🤔
> 
> Kind regards, Greg Feneis
> (Pixel 3)
> 
> 
>> On Fri, Aug 6, 2021, 12:51 Derek Atkins  wrote:
>> 
>> David,
>> 
>> I'm not sure how you would do that.  Customers are just a flat database, a
>> list; there is no Customer Hierarchy.
>> 
>> -derek
>> 
>>> On Fri, August 6, 2021 3:34 pm, David H wrote:
>>> Samantha,
>>> 
>>> Like David Carlson I'm not a business features user so I'm only guessing
>>> here but can you setup your customers or Sales in a heirarchy - i.e
>>> Customers, Customers UK, Customers Local, Customers Non UK OR Sales,
>> Sales
>>> UK, Sales Local, Sales Non UK and report on them that way ?
>>> 
>>> Cheers David H.
>>> 
>>> On Sat, 7 Aug 2021 at 03:36, Samantha Payn
>>> 
>>> wrote:
>>> 
   Sorry, I replied to Derek only and I meant to include the list.
 
   Here is my response to Derek's question.
 
   -- Original Message --
 
   From: Samantha Payn 
 
   To: Derek Atkins 
 
   Date: 06/08/2021 16:26
 
   Subject: Re: [GNC] Creating a customer report by location
 
 I am a freelance translator in the UK with clients all over the
 world. In applying for advice and grants from a local
 government-run
 business support agency they want to know the proportion of my
 sales
 to local (county) customers, to the wider UK and as “exports”.
 
   Location by country for me would be sufficient (I don’t yet have any
   clients in my actual locality).
 
   In fact, for my purposes, a custom text field with A, B, C, D or E
   would be sufficient.
 
   I hope this helps and would love it if someone could come up with
   something.
 
   Many thanks for any pointers
 
   Samantha
 
 On 6 Aug 2021, at 15:25, Derek Atkins  wrote:
 
   Hi Samantha,
   As far as I know, there is no report like that.  Indeed, I can't even
   think of a way that you could collate customers by location within
   GnuCash.  Are you thinking by State?  By Zip Code?  By some other
   means?
   Once you figure that out, then one could write a routine that sorted
   and
   collated based on that.  But to my knowledge, no such thing exists.
   I'm curious what your actual use-case is here?
   -derek
   On Fri, August 6, 2021 9:11 am, David Carlson wrote:
 
 No, not unnoticed, but I do not use business features, so I waited
 to see
 
 if a business user would step up.
 
 GnuCash has no geographical data feature to use for such a report.
 You
 
 would have to somehow manually add appropriate information in a
 text
 
 field,
 
 but reports generally only have rudimentary sorting  on text
 fields,
 so
 
 maybe at best you could come up with a manually implemented zip
 code
 
 scheme.
 
 Short answer, no.
 
 On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <
 
 saman...@boorertranslations.com> wrote:
 
   Is this not possible, or has this request slipped through
 unnoticed?
 
   Cheers
 
   On 05/08/2021 14:26 Samantha Payn
 
 <[1]saman...@boorertranslations.com>
 
   wrote:
 
   Can anyone tell me how to set up a report on income by customer
 
   location, please?
 
   Many thanks
 
   Samantha Payn
 
   ___
 
   gnucash-user mailing list
 
   [2]gnucash-user@gnucash.org
 
   To update your subscription preferences or to unsubscribe:
 
   [3]https://lists.gnucash.org/mailman/listinfo/gnucash-user
 
   If you are using Nabble or Gmane, please see
 
   [4]https://wiki.gnucash.org/wiki/Mailing_Lists for more
 information.
 
   -
 
   Please remember to CC this list on all your replies.
 
   You can do this by using Reply-To-List or Reply-All.
 
 References
 
   1. mailto:saman...@boorertranslations.com
 
   2. mailto:gnucash-user@gnucash.org
 
   3. https://lists.gnucash.org/mailman/list

Re: [GNC] budget report and scrolling

[Tommy Trussell]

On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe  wrote:

> I am using the budget report and it's working quite well, except for
> one thing. When I am viewing a whole year I need to scroll left and
> right to see columns later in the year and when I do this I can't see
> the labels on the left for the accounts. Does anyone have a good way
> around this?
>

This is a bit cumbersome, but you can export the report, open it in a
spreadsheet, and "freeze" the left column with the labels and scroll
easily. You can export it using the Export Report (on toolbar or File
menu).

(Normally you can also open a report, select all, copy and paste it into a
spreadsheet, but when I did that just now in Libreoffice 7.1.4.2 I had a
bit of a problem with formatting. Opening the exported .html version worked
fine.)


> Just before I sent this I was thinking that I could limit the number of
> budget periods visible, while this isn't ideal those options are
> disabled in the report options. Is this expected?
>

The design is a bit klunky -- the options appear if you tick the checkbox
"Report for range of budget periods." The other controls activate when you
choose Manual Period Selection.


> I'm using GnuCash 4.6 on Linux.
>

 same here.

Hope this helped

Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
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Re: [GNC] Fwd: Re: Creating a customer report by location

[Derek Atkins]

Actually, couldn't you make multiple Income accounts per region? Eg 
Income:Region:Type..  That might work, but would mean you need to enter the 
right region when building the invoice instead of having it automated.


-derek
Sent using my mobile device. Please excuse any typos.
On August 6, 2021 5:44:19 PM Samantha Payn 
 wrote:


As there are comprehensive address fields for the customer database it 
would be wonderful if these could be used to compile a report.
I could, working forward, categorise sales by location/product but that 
would mean duplicating each product for each location, and doesn’t solve 
the issue of a retrospective review.




On 6 Aug 2021, at 22:10, Greg Feneis  wrote:

Perhaps use of jobs could help?

If jobs were named per location, or included location in the job name or
description?

A customer could have multiple locations indicated by job.

The thing I don't know is whether reports can sort on job names or
descriptions 🤔

Kind regards, Greg Feneis
(Pixel 3)



On Fri, Aug 6, 2021, 12:51 Derek Atkins  wrote:

David,

I'm not sure how you would do that.  Customers are just a flat database, a
list; there is no Customer Hierarchy.

-derek


On Fri, August 6, 2021 3:34 pm, David H wrote:
Samantha,

Like David Carlson I'm not a business features user so I'm only guessing
here but can you setup your customers or Sales in a heirarchy - i.e
Customers, Customers UK, Customers Local, Customers Non UK OR Sales,

Sales

UK, Sales Local, Sales Non UK and report on them that way ?

Cheers David H.

On Sat, 7 Aug 2021 at 03:36, Samantha Payn

wrote:


  Sorry, I replied to Derek only and I meant to include the list.

  Here is my response to Derek's question.

  -- Original Message --

  From: Samantha Payn 

  To: Derek Atkins 

  Date: 06/08/2021 16:26

  Subject: Re: [GNC] Creating a customer report by location

I am a freelance translator in the UK with clients all over the
world. In applying for advice and grants from a local
government-run
business support agency they want to know the proportion of my
sales
to local (county) customers, to the wider UK and as “exports”.

  Location by country for me would be sufficient (I don’t yet have any
  clients in my actual locality).

  In fact, for my purposes, a custom text field with A, B, C, D or E
  would be sufficient.

  I hope this helps and would love it if someone could come up with
  something.

  Many thanks for any pointers

  Samantha

On 6 Aug 2021, at 15:25, Derek Atkins  wrote:

  Hi Samantha,
  As far as I know, there is no report like that.  Indeed, I can't even
  think of a way that you could collate customers by location within
  GnuCash.  Are you thinking by State?  By Zip Code?  By some other
  means?
  Once you figure that out, then one could write a routine that sorted
  and
  collated based on that.  But to my knowledge, no such thing exists.
  I'm curious what your actual use-case is here?
  -derek
  On Fri, August 6, 2021 9:11 am, David Carlson wrote:

No, not unnoticed, but I do not use business features, so I waited
to see

if a business user would step up.

GnuCash has no geographical data feature to use for such a report.
You

would have to somehow manually add appropriate information in a
text

field,

but reports generally only have rudimentary sorting  on text
fields,
so

maybe at best you could come up with a manually implemented zip
code

scheme.

Short answer, no.

On Fri, Aug 6, 2021 at 7:43 AM Samantha Payn <

saman...@boorertranslations.com> wrote:

  Is this not possible, or has this request slipped through
unnoticed?

  Cheers

  On 05/08/2021 14:26 Samantha Payn

<[1]saman...@boorertranslations.com>

  wrote:

  Can anyone tell me how to set up a report on income by customer

  location, please?

  Many thanks

  Samantha Payn

  ___

  gnucash-user mailing list

  [2]gnucash-user@gnucash.org

  To update your subscription preferences or to unsubscribe:

  [3]https://lists.gnucash.org/mailman/listinfo/gnucash-user

  If you are using Nabble or Gmane, please see

  [4]https://wiki.gnucash.org/wiki/Mailing_Lists for more
information.

  -

  Please remember to CC this list on all your replies.

  You can do this by using Reply-To-List or Reply-All.

References

  1. mailto:saman...@boorertranslations.com

  2. mailto:gnucash-user@gnucash.org

  3. https://lists.gnucash.org/mailman/listinfo/gnucash-user

  4. https://wiki.gnucash.org/wiki/Mailing_Lists

___

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If you are using Nabble or Gmane, please see

https://wiki.gnucash.org/w

Re: [GNC] budget report and scrolling

[Jon Schewe]

On Fri, 2021-08-06 at 17:24 -0500, Tommy Trussell wrote:
> On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe  wrote:
> > I am using the budget report and it's working quite well, except
> > for
> > 
> > one thing. When I am viewing a whole year I need to scroll left and
> > 
> > right to see columns later in the year and when I do this I can't
> > see
> > 
> > the labels on the left for the accounts. Does anyone have a good
> > way
> > 
> > around this?
> 
> This is a bit cumbersome, but you can export the report, open it in a
> spreadsheet, and "freeze" the left column with the labels and scroll
> easily. You can export it using the Export Report (on toolbar or File
> menu). 
> 
I saw the export, but it's HTML and didn't think that the spreadsheet
would take it. Turns out LibreOffice does quite well.

>  
> > Just before I sent this I was thinking that I could limit the
> > number of
> > 
> > budget periods visible, while this isn't ideal those options are
> > 
> > disabled in the report options. Is this expected?
> 
> The design is a bit klunky -- the options appear if you tick the
> checkbox "Report for range of budget periods." The other controls
> activate when you choose Manual Period Selection.

That does help.

Jon


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[GNC] DRP accounts, portfolio reports and making sense of the numbers

[Andrew Clark]

Somehow my previous email was sent before I had finished typing it.

I have an investment of NAB shares that I acquired as part of their
employee incentive program years ago and I'm trying to figure out the best
way to record it in GnuCash.

The shares were worth $3000 at the time of allotment. They were released to
me at the value of $2732.85. They pay a regular dividend twice a year. That
dividend is reinvested as part of a dividend reinvestment program (DRP).
Any remainder from the DRP is held over until the next cycle.

So take the payment on 2008-12-17.

There was 24.25 held over from the previous cycle.
The dividend was also 24.25.
Total to reinvest is 48.50.
Shares 2 @ 18.64 = 37.28
Remainder held until next cycle 48.50 - 37.28 = 11.22.

[image: image.png]

Now, in the portfolio report, if I set the date ot the date of that
transaction, I get:
[image: image.png]

'Money in' should be $2732.85 but it includes the 13.03 that was used from
the held over dividend? I don't feel like it should, as I have not
contributed any money into the system.

The accounts are laid out as below:

[image: image.png]

Should the DRP Holding account have a different type? Should it be located
somewhere else? Is there a better way to record this?

-- 
Cheers,

Andrew.
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Re: [GNC] DRP accounts, portfolio reports and making sense of the numbers

[Chris Good]

Message: 3
Date: Sat, 7 Aug 2021 10:39:50 +1000
From: Andrew Clark 
To: GnuCash users group 
Subject: [GNC] DRP accounts, portfolio reports and making sense of the
numbers
Message-ID:

Content-Type: text/plain; charset="utf-8"

Somehow my previous email was sent before I had finished typing it.

I have an investment of NAB shares that I acquired as part of their employee
incentive program years ago and I'm trying to figure out the best way to
record it in GnuCash.

The shares were worth $3000 at the time of allotment. They were released to
me at the value of $2732.85. They pay a regular dividend twice a year. That
dividend is reinvested as part of a dividend reinvestment program (DRP).
Any remainder from the DRP is held over until the next cycle.

So take the payment on 2008-12-17.

There was 24.25 held over from the previous cycle.
The dividend was also 24.25.
Total to reinvest is 48.50.
Shares 2 @ 18.64 = 37.28
Remainder held until next cycle 48.50 - 37.28 = 11.22.

[image: image.png]

Now, in the portfolio report, if I set the date ot the date of that
transaction, I get:
[image: image.png]

'Money in' should be $2732.85 but it includes the 13.03 that was used from
the held over dividend? I don't feel like it should, as I have not
contributed any money into the system.

The accounts are laid out as below:

[image: image.png]

Should the DRP Holding account have a different type? Should it be located
somewhere else? Is there a better way to record this?

--
Cheers,

Andrew.
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--

Hi Andrew,

I'm also in Australia. I call "DRP Holding" "DRP Residual". I don't know
which is more correct.
This is for my personal accounts.
I am not an accountant. Please check with you accountant.

My structure is as follows:

Assets
Investments
Brokerage Investor1
NAB
...
DRP Residual
NAB

Franking Credit
Investor1
...
Income
Dividend
NAB
Franked
Unfranked
...
Liabilities
Franking Credit Tax Owed
Investor1
...

As it is easy to restructure your chart of accounts just by changing
the account parent, give that a go (backup first).

As part of each dividend transaction, I:
1. only add 1 split for DRP Residual, which is the change in residual
2. Track Franking Credits:
Assets:Investments:Franking Credit:Investor1Dr
Liabilities:Franking Credit Tax Owed:Investor1Cr

After tax is paid and franking credits are used (30th June), clear out
franking credits
Assets:Investments:Franking Credit:Investor1Cr
Liabilities:Franking Credit Tax Owed:Investor1Dr

I use a different self-written system for tracking Franking credits so
you may like to add further subaccounts to your Franking Credit accounts for
stock code.

Regards, Chris Good

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