[GNC] Some questions about reports

2022-04-06 Thread Chris Green
I use GnuCash for our (very small) church's accounts and find it works
very well.

However I do have issues with the reports, especially at year end for
auditing.

The auditor wants a report which looks pretty much like the profit and
loss report but with the underlying bank account balances at the bottom.
Is there any simple way to get this?  ... or if getting it all on one
report isn't easy (I'm not going to learn Scheme just to do this!)
then is there a report which will provide the basic bank account
balances, e.g.:-

Bank account at start of year   .xx
Less excess of expenses over income .yy

Bank account at 31st December   .zz


Also, is it possible to show -ve amounts in 'accountant' format? I.e.
as a value in brackets  £(1234.56).


Finally, is there a way to get all reports to show all items in the
particular accounts?  It always takes me ages to find the settings for
the accounting period and, as I keep each year separately, all I ever
want to do is show everything that's in the particular set of
accounts.  (I can think of nothing worse than having to change the
reporting dates every time I want to look at last year's accounts
instead of this years)

-- 
Chris Green
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Re: [GNC] 4,10 Defective Net Worth Line Chart

2022-04-06 Thread David G. Pickett via gnucash-user
Seems like the latest:

dgp@dgp-p6803w:~$ flatpak update -yLooking for updates…Nothing to 
do.dgp@dgp-p6803w:~$ 
I suppose there is a way for flatpak to remove it and reinstall it.
-Original Message-
From: john 
To: David G. Pickett 
Cc: gnucash-user@gnucash.org 
Sent: Tue, Apr 5, 2022 12:33 pm
Subject: Re: [GNC] 4,10 Defective Net Worth Line Chart

Good, that confirms that it's the WebkitGtk policy change.
Can you make sure that you have a clean 4.10 install from flathub? All of those 
warnings about stale .go files suggests that you don't. As I said, the 
WebKitGtk policy change should be handled by the GnuCash 4.10 flatpak release.
The canberra-gtk-module noise is harmless, and documented in 
https://github.com/flatpak/flatpak/issues/3521.
Regards,John Ralls


On Apr 5, 2022, at 7:33 AM, David G. Pickett via gnucash-user 
 wrote:
Despite all the errors/warnings, much better reports:

dgp@dgp-p6803w:~$ WEBKIT_DISABLE_COMPOSITING_MODE=1 flatpak run 
org.gnucash.GnuCashGtk-Message: 10:31:14.033: Failed to load module 
"canberra-gtk-module"Gtk-Message: 10:31:14.035: Failed to load module 
"canberra-gtk-module";;; note: source file 
/app/share/guile/site/2.2/gnucash/utilities.scm;;;       newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/utilities.go;;; note: source file 
/app/share/guile/site/2.2/gnucash/core-utils.scm;;;       newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/core-utils.go;;; note: source file 
/app/share/guile/site/2.2/gnucash/engine.scm;;;       newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/engine.go;;; note: source file 
/app/share/guile/site/2.2/gnucash/report/html-chart.scm;;;       newer than 
compiled /app/lib/guile/2.2/site-ccache/gnucash/report/html-chart.go;;; note: 
source file /app/share/guile/site/2.2/gnucash/report/html-utilities.scm;;;      
 newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/report/html-utilities.go;;; note: source 
file /app/share/guile/site/2.2/gnucash/reports.scm;;;       newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports.go;;; note: source file 
/app/share/guile/site/2.2/gnucash/reports/standard/account-piecharts.scm;;;     
  newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/standard/account-piecharts.go;;; 
note: source file 
/app/share/guile/site/2.2/gnucash/reports/standard/invoice.scm;;;       newer 
than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/standard/invoice.go;;; note: 
source file /app/share/guile/site/2.2/gnucash/reports/standard/portfolio.scm;;; 
      newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/standard/portfolio.go;;; note: 
source file 
/app/share/guile/site/2.2/gnucash/reports/standard/equity-statement.scm;;;      
 newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/standard/equity-statement.go;;; 
note: source file 
/app/share/guile/site/2.2/gnucash/reports/standard/balsheet-eg.scm;;;       
newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/standard/balsheet-eg.go;;; note: 
source file 
/app/share/guile/site/2.2/gnucash/reports/standard/category-barchart.scm;;;     
  newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/standard/category-barchart.go;;; 
note: source file 
/app/share/guile/site/2.2/gnucash/reports/standard/advanced-portfolio.scm;;;    
   newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/standard/advanced-portfolio.go;;;
 note: source file 
/app/share/guile/site/2.2/gnucash/reports/example/hello-world.scm;;;       
newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/example/hello-world.go;;; note: 
source file 
/app/share/guile/site/2.2/gnucash/reports/locale-specific/us/taxtxf.scm;;;      
 newer than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/reports/locale-specific/us/taxtxf.go;;; 
note: source file 
/app/share/guile/site/2.2/gnucash/report/stylesheets/css.scm;;;       newer 
than compiled 
/app/lib/guile/2.2/site-ccache/gnucash/report/stylesheets/css.go;;; note: 
source file /app/share/guile/site/2.2/gnucash/price-quotes.scm;;;       newer 
than compiled /app/lib/guile/2.2/site-ccache/gnucash/price-quotes.goFound 
Finance::Quote version 1.49.Gtk-Message: 10:31:38.099: Failed to load module 
"canberra-gtk-module"Gtk-Message: 10:31:38.101: Failed to load module 
"canberra-gtk-module"Gtk-Message: 10:31:55.969: Failed to load module 
"canberra-gtk-module"Gtk-Message: 10:31:55.971: Failed to load module 
"canberra-gtk-module"


-Original Message-
From: john 
To: David G. Pickett 
Cc: gnucash-user@gnucash.org 
Sent: Mon, Apr 4, 2022 8:49 pm
Subject: Re: [GNC] 4,10 Defective Net Worth Line Chart

Sounds a lot like https://bugs.gnucash.org/show_bug.cgi?id=798486 except that 
it's supposedly fixed in the 4.10 flatpak.
Does running GnuCash like  WEBKIT_DISABLE_COMPOSITING_MODE=1 flatpak run 
org.gnucash.GnuCashmake any difference?
Regards,John Ralls


On Apr 4, 2022, at 2:57 PM, David G. Pickett via gnucas

Re: [GNC] Some questions about reports

2022-04-06 Thread Michael or Penny Novack

On 4/6/2022 8:15 AM, Chris Green wrote:

Since I was producing reports for a number of non-profits I will break 
your several questions apart. I will be mainly describing solution sin 
terms of how I did it, not necessarily all remaining within gnucash. But 
since ONE of your questions is specifically about "saving" previous 
reports my methods directly relate to that. But first a bit of 
terminology to avoid confusion --- saving a report (the options it was 
run with) and saving the results of running that report (the report 
produced by running with those options. In other words, sort of 
"program" vs "data".

I use GnuCash for our (very small) church's accounts and find it works
very well.

However I do have issues with the reports, especially at year end for
auditing.

The auditor wants a report which looks pretty much like the profit and
loss report but with the underlying bank account balances at the bottom.
Is there any simple way to get this?  ... or if getting it all on one
report isn't easy (I'm not going to learn Scheme just to do this!)
then is there a report which will provide the basic bank account
balances, e.g.:-

 Bank account at start of year   .xx
 Less excess of expenses over income .yy

 Bank account at 31st December   .zz


Yes, I have seen this format presented (and the person who took over as 
Treasurer with one of my organizations does this -- also showing 
quarters side by side)


This is combining some balance sheet items along with the revenue 
statement. Thus when I was presenting to the board a revenue statement 
for some period I would ALSO be handing out the balance sheet reports 
for start of period and ed of period. If I were asked to produce the 
report (the results) in the format requested by your accountant I would 
run those balance sheet and the income statement for the dates involved. 
I would then EXPORT those raw reports.


I would then open a "document" under the control of my favorite editor 
with a suitable name (to distinguish it from the previous and next). I 
would copy into this the statement of revenues. I would copy below that 
the bank account parts of the balance sheets and between them copy the 
line that was net gain or loss. I would also (because under the control 
of a full service editor) do things like add annotation for any unusual 
items. Take a look at your line "Less excess of expenses over income 
.yy" --- you'd want this to read differently if that period you had 
an "excess of income over expenses".


And I would do it this way even though a retired professional fluent in 
a half dozen or so computer languages, and though never paid to write in 
LISP, I can read it reasonably well and so would only take me a week or 
so to get up to speed in SCHEME (a LISP dialect). I would NOT want to 
have "being treasurer" of an organization dependent on being able to 
program in some computer language.



Also, is it possible to show -ve amounts in 'accountant' format? I.e.
as a value in brackets  £(1234.56).
Maybe that's an option within gnucash among your choices for how to 
display negatives. Please note that there isn't ONE "accountant 
standard". For example, I would be expected to show consecutive periods 
side by side (this quarter vs previous quarter, this year vs previous 
year, etc.


Finally, is there a way to get all reports to show all items in the
particular accounts?  It always takes me ages to find the settings for
the accounting period and, as I keep each year separately, all I ever
want to do is show everything that's in the particular set of
accounts.  (I can think of nothing worse than having to change the
reporting dates every time I want to look at last year's accounts
instead of this years)

Remember, I described exporting before editing. If you SAVED all those 
exports suitably named (and your edited version that you showed to your 
board, gave to the accountant, etc.) you still have them. Just look for 
them in the directory (file folder) where you put them. If the name 
includes the date will be easy to find the right one, No need to rerun 
them in gnucash  or keep them as open tabs!


Michael D Novack

--
There is no possibility of social justice on a dead planet except the equality 
of the grave.

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Re: [GNC] Some questions about reports

2022-04-06 Thread Chris Green
On Wed, Apr 06, 2022 at 09:24:20AM -0400, Michael or Penny Novack wrote:
> On 4/6/2022 8:15 AM, Chris Green wrote:
> 
> > I use GnuCash for our (very small) church's accounts and find it works
> > very well.
> > 
> > However I do have issues with the reports, especially at year end for
> > auditing.
> > 
> > The auditor wants a report which looks pretty much like the profit and
> > loss report but with the underlying bank account balances at the bottom.
> > Is there any simple way to get this?  ... or if getting it all on one
> > report isn't easy (I'm not going to learn Scheme just to do this!)
> > then is there a report which will provide the basic bank account
> > balances, e.g.:-
> > 
> >  Bank account at start of year   .xx
> >  Less excess of expenses over income .yy
> > 
> >  Bank account at 31st December   .zz
> 
> Yes, I have seen this format presented (and the person who took over as
> Treasurer with one of my organizations does this -- also showing quarters
> side by side)
> 
> This is combining some balance sheet items along with the revenue statement.
> Thus when I was presenting to the board a revenue statement for some period
> I would ALSO be handing out the balance sheet reports for start of period
> and ed of period. If I were asked to produce the report (the results) in the
> format requested by your accountant I would run those balance sheet and the
> income statement for the dates involved. I would then EXPORT those raw
> reports.
> 
> I would then open a "document" under the control of my favorite editor with
> a suitable name (to distinguish it from the previous and next). I would copy
> into this the statement of revenues. I would copy below that the bank
> account parts of the balance sheets and between them copy the line that was
> net gain or loss. I would also (because under the control of a full service
> editor) do things like add annotation for any unusual items. Take a look at
> your line "Less excess of expenses over income .yy" --- you'd want this
> to read differently if that period you had an "excess of income over
> expenses".
> 
OK, yes, it was what I was thinking of doing - that is simply
concatenating the two reports (in HTML) with appropriate editing to
turn them into a single HTML document.  I can do this OK (though I
don't really like editing raw HTML).

My only question then is what report do I need for the bank balance
start/end figures?


> And I would do it this way even though a retired professional fluent in a
> half dozen or so computer languages, and though never paid to write in LISP,
> I can read it reasonably well and so would only take me a week or so to get
> up to speed in SCHEME (a LISP dialect). I would NOT want to have "being
> treasurer" of an organization dependent on being able to program in some
> computer language.
> 
Me too, though no LISP or similar.  I'm an assembler (on various
micros and minis), C, C++ and Java software engineer.  Plus I have
learnt and like Python.


> > Also, is it possible to show -ve amounts in 'accountant' format? I.e.
> > as a value in brackets  £(1234.56).
> Maybe that's an option within gnucash among your choices for how to display
> negatives. Please note that there isn't ONE "accountant standard". For
> example, I would be expected to show consecutive periods side by side (this
> quarter vs previous quarter, this year vs previous year, etc.

Of course there are as many 'standards' as accountants! :-)

However the only option I can find in GnuCash is "negative values in
red", nothing like (1234.56) which works much better in monochrome
(which I suspect is one of the reasons for using it).


> > 
> > Finally, is there a way to get all reports to show all items in the
> > particular accounts?  It always takes me ages to find the settings for
> > the accounting period and, as I keep each year separately, all I ever
> > want to do is show everything that's in the particular set of
> > accounts.  (I can think of nothing worse than having to change the
> > reporting dates every time I want to look at last year's accounts
> > instead of this years)
> > 
> Remember, I described exporting before editing. If you SAVED all those
> exports suitably named (and your edited version that you showed to your
> board, gave to the accountant, etc.) you still have them. Just look for them
> in the directory (file folder) where you put them. If the name includes the
> date will be easy to find the right one, No need to rerun them in gnucash 
> or keep them as open tabs!
> 
I'll end up with *loads* of saved reports though.  It would be so much
easier if a report simply showed everything in the accounts (by
default anyway).

-- 
Chris Green
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Re: [GNC] Some questions about reports

2022-04-06 Thread Christopher Lam
On Wed, 6 Apr 2022, 9:43 pm Chris Green,  wrote:

> On Wed, Apr 06, 2022 at 09:24:20AM -0400, Michael or Penny Novack wrote:
> > On 4/6/2022 8:15 AM, Chris Green wrote:
> >
> > >
> > > The auditor wants a report which looks pretty much like the profit and
> > > loss report but with the underlying bank account balances at the
> bottom.
> > > Is there any simple way to get this?  ... or if getting it all on one
> > > report isn't easy (I'm not going to learn Scheme just to do this!)
> > > then is there a report which will provide the basic bank account
> > > balances, e.g.:-
> > >
> > >  Bank account at start of year   .xx
> > >  Less excess of expenses over income .yy
> > >
> > >  Bank account at 31st December   .zz
> >
> > Yes, I have seen this format presented (and the person who took over as
> > Treasurer with one of my organizations does this -- also showing quarters
> > side by side)
>

The closest you'll get to this is by using the transaction report, select
the bank accounts, enable display Running balance. This will show "balance
b/f" in the account name header. The last split in the account section will
show the Running balance, aka "balance c/f"

HTH
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Re: [GNC] Some questions about reports

2022-04-06 Thread Chris Green
On Wed, Apr 06, 2022 at 09:54:35PM +0800, Christopher Lam wrote:
> On Wed, 6 Apr 2022, 9:43 pm Chris Green,  wrote:
> 
> > On Wed, Apr 06, 2022 at 09:24:20AM -0400, Michael or Penny Novack wrote:
> > > On 4/6/2022 8:15 AM, Chris Green wrote:
> > >
> > > >
> > > > The auditor wants a report which looks pretty much like the profit and
> > > > loss report but with the underlying bank account balances at the
> > bottom.
> > > > Is there any simple way to get this?  ... or if getting it all on one
> > > > report isn't easy (I'm not going to learn Scheme just to do this!)
> > > > then is there a report which will provide the basic bank account
> > > > balances, e.g.:-
> > > >
> > > >  Bank account at start of year   .xx
> > > >  Less excess of expenses over income .yy
> > > >
> > > >  Bank account at 31st December   .zz
> > >
> > > Yes, I have seen this format presented (and the person who took over as
> > > Treasurer with one of my organizations does this -- also showing quarters
> > > side by side)
> >
> 
> The closest you'll get to this is by using the transaction report, select
> the bank accounts, enable display Running balance. This will show "balance
> b/f" in the account name header. The last split in the account section will
> show the Running balance, aka "balance c/f"
> 
I can't find anything like "display Running balance", is this a recent
addition?  I'm running GnuCash 4.4.

Also won't this show all the transactions going in/out of the bank
account?  I just want the start and end balances.

-- 
Chris Green
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Re: [GNC] Some questions about reports

2022-04-06 Thread Helmut Eller
On Wed, Apr 06 2022, Chris Green wrote:

> My only question then is what report do I need for the bank balance
> start/end figures?

Perhaps you could use two Account Summary reports; one for the start
date and one for the end date.  It may also be useful to combine those
two in a Custom Multicolmn Report: the report for the start date in the
left column and the report for the end date on the right.

Helmut
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Re: [GNC] Some questions about reports

2022-04-06 Thread Chris Green
On Wed, Apr 06, 2022 at 03:06:45PM +0100, Chris Green wrote:
> On Wed, Apr 06, 2022 at 09:54:35PM +0800, Christopher Lam wrote:
> > On Wed, 6 Apr 2022, 9:43 pm Chris Green,  wrote:
> > 
> > > On Wed, Apr 06, 2022 at 09:24:20AM -0400, Michael or Penny Novack wrote:
> > > > On 4/6/2022 8:15 AM, Chris Green wrote:
> > > >
> > > > >
> > > > > The auditor wants a report which looks pretty much like the profit and
> > > > > loss report but with the underlying bank account balances at the
> > > bottom.
> > > > > Is there any simple way to get this?  ... or if getting it all on one
> > > > > report isn't easy (I'm not going to learn Scheme just to do this!)
> > > > > then is there a report which will provide the basic bank account
> > > > > balances, e.g.:-
> > > > >
> > > > >  Bank account at start of year   .xx
> > > > >  Less excess of expenses over income .yy
> > > > >
> > > > >  Bank account at 31st December   .zz
> > > >
> > > > Yes, I have seen this format presented (and the person who took over as
> > > > Treasurer with one of my organizations does this -- also showing 
> > > > quarters
> > > > side by side)
> > >
> > 
> > The closest you'll get to this is by using the transaction report, select
> > the bank accounts, enable display Running balance. This will show "balance
> > b/f" in the account name header. The last split in the account section will
> > show the Running balance, aka "balance c/f"
> > 
> I can't find anything like "display Running balance", is this a recent
> addition?  I'm running GnuCash 4.4.
> 
OK, I've found it, scroll down in the Display tab.  However I still
don't see how to turn off everthing except the start and end running
balance.

> Also won't this show all the transactions going in/out of the bank
> account?  I just want the start and end balances.
> 
> -- 
> Chris Green
> ___
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-- 
Chris Green
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Re: [GNC] creating a Tranaction report

2022-04-06 Thread Adrien Monteleone
I'm not 100% certain what specifically you are asking for, but if you 
want to save a particular report configuration (such as after selecting 
desired accounts) you can do that from the Reports menu. At the bottom 
are three options:


1. Saved Report Configurations - brings up a list of previously saved 
configurations for editing or running a report with those saved options.


2. Save Report Configuration - overwrites an existing saved 
configuration for this report (after opening it from option 1)


3. Save Report Configuration As - saves a new configuration of the 
current report.


Options 2 & 3 will show the keyboard shortcuts which are different for 
each OS. Option 1 doesn't have a shortcut that I'm aware of. Both 
Options 2 & 3 are also on the toolbar as Icons/Buttons when viewing a 
report.


The Help Manual contains all of this info.

Regards,
Adrien

On 4/5/22 9:32 PM, Chuck wrote:

Hi:Thanks everyone for the help & as it turns out it was the program
somehow & with an update a few days ago it now is working AOK once again.
Someone sent me the way to add or remove things when in the options &
accounts so I could pick & choose what ones to have in a report.
I Thought I saved that but can not find it.
Seems it was a control + some key & a mouse click.
Does Anyone know what the sequence is?


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Re: [GNC] Some questions about reports

2022-04-06 Thread Michael or Penny Novack




OK, yes, it was what I was thinking of doing - that is simply
concatenating the two reports (in HTML) with appropriate editing to
turn them into a single HTML document.  I can do this OK (though I
don't really like editing raw HTML).

My only question then is what report do I need for the bank balance
start/end figures?

If you reread my first answer ...

"If I were asked to produce the report (the results) in the format 
requested by your accountant I would run those balance sheets and the in 
come statement for the dates involved. I would then EXPORT those raw 
reports."


That was a generalized answer. After all, an organization might have 
more bank accounts that just one checking account. Might also have 
savings accounts and/or credit card accounts. Your accountant only asked 
you to show THE bank account because your organization probably only has 
one, right? The difference between income and expenses (net gain or 
loss) does NOT have to match the change in THE bank account, if more 
than one, changes to liabilities, acquisition of fixed assets, etc. But 
whatever you might need would be on the balance sheet.


And you do NOT have to edit "raw HTML"  You can have the (final) 
document in whatever format you want that you have an editor for. You 
can copy/past into it (paste, no format) from the HTML file. At least I 
have no trouble doing that using the LibreOffice suite. Say I am 
preparing the "final" in rtf. I have a document open in that, then I 
open the HTML file I want the data from in another window, select what I 
want to copy, and then paste (no format) into my document.


When we answer questions here, we have no idea about the level of basic 
computer skills of the person asking the question so might give the 
wrong level of detail in the advice. Sorry if my assuming you knew you 
could change the format like that caused confusion.


Michael D Novack




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Re: [GNC] creating a Tranaction report

2022-04-06 Thread Chuck
Hi:
Someone sent me the way to add or remove things when creating (in my case)
a Transaction report while creating it & in the options & accounts so I
could pick & choose what ones to have in the new report.

Thanks everyone for the help & as it turns out it was the program somehow &
with an update a few days ago it now is working AOK once again.

I Thought I saved that but can not find it.
Does Anyone know what the sequence is?
Chuck

On Wed, Apr 6, 2022 at 2:36 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> I'm not 100% certain what specifically you are asking for, but if you
> want to save a particular report configuration (such as after selecting
> desired accounts) you can do that from the Reports menu. At the bottom
> are three options:
>
> 1. Saved Report Configurations - brings up a list of previously saved
> configurations for editing or running a report with those saved options.
>
> 2. Save Report Configuration - overwrites an existing saved
> configuration for this report (after opening it from option 1)
>
> 3. Save Report Configuration As - saves a new configuration of the
> current report.
>
> Options 2 & 3 will show the keyboard shortcuts which are different for
> each OS. Option 1 doesn't have a shortcut that I'm aware of. Both
> Options 2 & 3 are also on the toolbar as Icons/Buttons when viewing a
> report.
>
> The Help Manual contains all of this info.
>
> Regards,
> Adrien
>
> On 4/5/22 9:32 PM, Chuck wrote:
> > Hi:Thanks everyone for the help & as it turns out it was the program
> > somehow & with an update a few days ago it now is working AOK once again.
> > Someone sent me the way to add or remove things when in the options &
> > accounts so I could pick & choose what ones to have in a report.
> > I Thought I saved that but can not find it.
> > Seems it was a control + some key & a mouse click.
> > Does Anyone know what the sequence is?
>
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Re: [GNC] creating a Tranaction report

2022-04-06 Thread Adrien Monteleone

You replied by repeating your previous post and question?

If my answer doesn't help, then that's the best I can do without more 
information, sorry.


Regards,
Adrien

On 4/6/22 10:10 PM, Chuck wrote:

Hi:
Someone sent me the way to add or remove things when creating (in my case)
a Transaction report while creating it & in the options & accounts so I
could pick & choose what ones to have in the new report.

Thanks everyone for the help & as it turns out it was the program somehow &
with an update a few days ago it now is working AOK once again.

I Thought I saved that but can not find it.
Does Anyone know what the sequence is?
Chuck

On Wed, Apr 6, 2022 at 2:36 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:


I'm not 100% certain what specifically you are asking for, but if you
want to save a particular report configuration (such as after selecting
desired accounts) you can do that from the Reports menu. At the bottom
are three options:

1. Saved Report Configurations - brings up a list of previously saved
configurations for editing or running a report with those saved options.

2. Save Report Configuration - overwrites an existing saved
configuration for this report (after opening it from option 1)

3. Save Report Configuration As - saves a new configuration of the
current report.

Options 2 & 3 will show the keyboard shortcuts which are different for
each OS. Option 1 doesn't have a shortcut that I'm aware of. Both
Options 2 & 3 are also on the toolbar as Icons/Buttons when viewing a
report.

The Help Manual contains all of this info.

Regards,
Adrien

On 4/5/22 9:32 PM, Chuck wrote:

Hi:Thanks everyone for the help & as it turns out it was the program
somehow & with an update a few days ago it now is working AOK once again.
Someone sent me the way to add or remove things when in the options &
accounts so I could pick & choose what ones to have in a report.
I Thought I saved that but can not find it.
Seems it was a control + some key & a mouse click.
Does Anyone know what the sequence is?


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