You don’t *need* to use the close book function. It won’t affect your saved report configs. If you do you use it, you will lose some reporting ability as the income and expense accounts get zeroed in the process. (with the amounts closed to equity) You’ll have to make sure that you run end-of-year reports before closing the books or you won’t have proper (or in the case of P&L, ANY) figures.
I forgot about the issue that report configs can certainly be specific to an entity and it would make more sense to store them with the book rather than per user, at least as an option. That might be a good ‘Request For Enhancement’ (RFE) that you can file in bugzilla. (see the wiki for bug reporting instructions) In the meantime, perhaps rename your saved configs with a prefix to indicate which entity they are for as an aid to pick the right one more quickly. The list should then sort them all together for each entity. Regards, Adrien > On Sep 29, 2018, at 7:58 AM, <[email protected]> > <[email protected]> wrote: > > The saved reports are say for a year ending, for "Profit and Loss" in one > organisation through "Reports > Income & Expense > Profit & Loss" and then > set the parameters. Then save the report configuration Shift+Ctrl+Alt+S . > The resulting Config is in path "Reports > Saved Report Configurations" which > obviously is OK for one organisation, but the naming and other settings is > not any use for the other organisation, but shows in the list even though a > different GNUCash file has been opened. > > How can I store reports for the org that I am working on. As you say it > seems though report config is per user and not per book. Will look at the > "Close Book" function anyway to see what it does. > > Tnx > > Kind regards > > DAvid > > > > > > -----Original Message----- > From: gnucash-user > <gnucash-user-bounces+davidbrown.rdps=photos.bozeat....@gnucash.org> On > Behalf Of Adrien Monteleone > Sent: 29 September 2018 11:12 > To: Gnucash Users <[email protected]> > Subject: Re: [GNC] Reports with previous year in different Accounts > > Not sure what you mean by ’saved reports’. > > There is a place to save report configurations. That is per user, not per > book as far as I’m aware. > > If you want to run a report, say an Income Statement or P&L for each year and > store the result, then run the report, and ‘print to file’ or use the Export > to pdf function. You can store a copy of each report with the respective book > if you like. > > If you aren’t using the ‘close books’ function, you can run reports at any > time for any period, no need to ’save’ them unless you really want to. > > Regards, > Adrien > >> On Sep 29, 2018, at 4:25 AM, <[email protected]> >> <[email protected]> wrote: >> >> Sat 29 September >> >> I have set up two Accounts of different organisations, both accessed >> from the same Programme location at "C:\Program Files >> (x86)\gnucash\bin\gnucash.exe" ... >> The files themselves are stored in different locations in their respective >> folder relating to that organisation. >> >> However I notice that when reports are Saved for one master file, they also >> appear in the list of the other file. They are saved in the Application >> location rather than being saved separately "attached" to each organisation >> file. I have installed a GNU.exe on a separate laptop and obviously that >> doesn't happen. >> >> It seems a bit odd to have reports of one set of accounts, being viewed in >> the list of another? >> >> Is there a specific way of dealing with this or are all bundled together by >> default? The list of saved reports from year to year just gets longer. >> >> Kind regards >> >> David >> >> _______________________________________________ >> gnucash-user mailing list >> [email protected] >> 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. >> > > > _______________________________________________ > gnucash-user mailing list > [email protected] > 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. > > _______________________________________________ gnucash-user mailing list [email protected] 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.
