Re: [GNC] Where do I set the "Accounting Period" for reports?
On 1/7/23 3:41 AM, Chris Green wrote: I really don't want or need to save reports, it's just one more bit of configuration that I'd need to keep track of. I want things to be configured in as few places as possible. Unfortunately, that's as few steps as you can get right now. Note, Saved Configs aren't saved *instances* of Reports. They are a collection of saved Options. A saved report is of little use the next year (wrong headings often). Then don't put that period-specific info in the config. Do that after you run it. (you're having to do it now anyway...) I used a Saved Config for 'EOY Income Statement'. After it is visible, I make period-specific changes as needed like if I want a custom header text. But the bulk of the report Options are already set with the least amount of work. What I want is to set things up so that whenever I click on (for example) Transaction Report I just get that and not have to jump through several hoops to actually get any meaningful output. That report is an entirely different beast than Income Statement or Balance Sheet, the traditional annual reports. It is a 'Swiss Army Knife' of reports, which is why you have to customize it to your liking each time. If you have a complicated Options setup for it, then of course, save that as a Config, then after you run it, set the period-specific stuff after. - You have 2 options: 1. Set the report options each and every report run. (lots of work and clicks) 2. Set the report options that are common *regardless of period* and save that as a config, then when you run the report, adjust the period specific options. (less work and clicks) *dates should be generalized in a config, and with some thought when setting them, should in most cases, likely not need changing when actually run to get it right. I only specify exact dates when the general options aren't suitable. - If you'd like, craft a Transaction Report you're frustrated with, choose the option on the General tab to include the Options Summary and copy/paste that in a reply. I'll be happy to indicate which ones can be set in a config to save you repetitive work and get you a 'meaningful output' with the least amount of period-specific customization. Regards, Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
> On 1/6/23 2:41 PM, Stan Brown wrote: >> I don't think there's a global setting for time period in reports. It >> would be nice if there were -- why not enter an enhancement request? On 2023-01-06 13:13, Adrien Monteleone wrote: > There already is such a preference. It is the very first preference on > the first tab. > > Most reports (certainly annual ones) default to 'beginning of accounting period' and 'end of accounting period'. Ah, right. The preference is labelled "Accounting period" and when I set up all my preferences I didn't connect that in my mind with reports. But I agree that reports seem to default to "accounting period", so the preference you mention is a de facto global setting. Or at least it would be, if I hadn't set all my reports to last year or last month or this year or this month. :-) I'll go and change the reports' options (back) to "accounting period" when I get a chance. Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
On Fri, Jan 06, 2023 at 12:41:22PM -0800, Stan Brown wrote: > > On 2023-01-06 11:35, Chris Green wrote: > > On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: > >> Chris, > >> > >> Did you run a report then click on Options / General Tab - the reports I > >> run allow you to set the period for each report? > >> > > That's absolutely the last thing I want to do, I want the same period > > for every report after entering it just once! > > I don't think there's a global setting for time period in reports. It > would be nice if there were -- why not enter an enhancement request? > > I know it's a pain to set up a time period for each individual report, > but you only have to do it once (per report). And if you are smart about > it, you'll use settings like "start of previous month" or "end of > accounting period". > > When you click "Save Report Configuration As", be sure to use some > reasonable naming convention, one that makes sense to you. > I really don't want or need to save reports, it's just one more bit of configuration that I'd need to keep track of. I want things to be configured in as few places as possible. A saved report is of little use the next year (wrong headings often). What I want is to set things up so that whenever I click on (for example) Transaction Report I just get that and not have to jump through several hoops to actually get any meaningful output. -- Chris Green ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
There already is such a preference. It is the very first preference on the first tab. Most reports (certainly annual ones) default to 'beginning of accounting period' and 'end of accounting period'. The OP's issue is that preference by default is 'beginning/end of *this* year, and we're already in the year after the desired period for the reports. The solution is change the preference or used saved configs set to 'last year'. I have these called "Closing..." for each desired report and I know those are for the previous year. I only use them once a year in January. Regards, Adrien On 1/6/23 2:41 PM, Stan Brown wrote: I don't think there's a global setting for time period in reports. It would be nice if there were -- why not enter an enhancement request? I know it's a pain to set up a time period for each individual report, but you only have to do it once (per report). And if you are smart about it, you'll use settings like "start of previous month" or "end of accounting period". When you click "Save Report Configuration As", be sure to use some reasonable naming convention, one that makes sense to you. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
Then set your accounting period to the desired range or else use Saved Configurations as needed. But do note if you customize the Accounting Period to specific dates, you'll have to change it again next time. The easiest option that requires the least amount of repetitive work is to leave the period as default, and used Saved Configs set to 'previous year'. Regards, Adrien On 1/6/23 1:35 PM, Chris Green wrote: On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: Chris, Did you run a report then click on Options / General Tab - the reports I run allow you to set the period for each report? That's absolutely the last thing I want to do, I want the same period for every report after entering it just once! ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
On 2023-01-06 11:35, Chris Green wrote: > On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: >> Chris, >> >> Did you run a report then click on Options / General Tab - the reports I >> run allow you to set the period for each report? >> > That's absolutely the last thing I want to do, I want the same period > for every report after entering it just once! I don't think there's a global setting for time period in reports. It would be nice if there were -- why not enter an enhancement request? I know it's a pain to set up a time period for each individual report, but you only have to do it once (per report). And if you are smart about it, you'll use settings like "start of previous month" or "end of accounting period". When you click "Save Report Configuration As", be sure to use some reasonable naming convention, one that makes sense to you. Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: > Chris, > > Did you run a report then click on Options / General Tab - the reports I > run allow you to set the period for each report? > That's absolutely the last thing I want to do, I want the same period for every report after entering it just once! -- Chris Green ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
On 1/6/2023 6:11 AM, Chris Green wrote: On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: There is also a setting in preferences somewhere to change the accounting period. As I don't use the feature, I don't know where it is in either the general preferences or the file preferences. Yes, that's where it is. Why isn't it with the other report options? Gnucash is not necessarily running in real time. It is much better/safer to assume that you will be setting the effective date of each report as you run it and not do this by "accounting period". If you used the latter, you would have to remember to reset that whenever NOT wanting "current accounting period". For example, I am rarely running year end reports New Year's Eve but instead, a couple days later. Michael D Novack ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
That also happens to be the very FIRST preference overall. First tab of Preferences, first preference. You'd have to really not be looking top-down or in any order to miss it. Regards, Adrien On 1/6/23 3:51 AM, David H wrote: Yeah it's Prefs >> Accounting Period - not sure if that's used by reports or just for registers ? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
I'll follow up that if you've left the default Accounting Period defined as 'Start of this Year/End of this Year' and you try to run your annual reports in the following year, such as today for 2022, yes, the range will be wrong. As I noted in my other reply, use Saved Report Configs. Get the other Options how you want them for this particular report, then set the General date range to be 'previous year start/end' and then you don't have to redo that every year, just run the saved config again. Regards, Adrien On 1/6/23 3:06 AM, Chris Green wrote: Every year when I want to print annual reports I have this problem. I can never find where to set the 'accounting period' for reports. Where is it please? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
No, if you set the period in Preferences, it remembers it. Do a test and set specific odd dates here and run an annual-style report before and after doing so. If you change a report's Options to something other than "beginning/end of this period" which is usually the default for most reports, then no, of course it isn't sticky. You changed it for just that one report. The Options button is *for just that report* already visible in the current tab. If you want to save a set of options to reuse for a particular report, then create a Saved Report Configuration. There are no generic Options you can customize for all reports at once, save whatever lives in Preferences. Regards, Adrien On 1/6/23 5:10 AM, Chris Green wrote: On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: Chris, Did you run a report then click on Options / General Tab - the reports I run allow you to set the period for each report? ... and then forgets it for the next report as far as I can see. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
Maybe it is used for things other than reports? Regards, Adrien On 1/6/23 5:11 AM, Chris Green wrote: On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: There is also a setting in preferences somewhere to change the accounting period. As I don't use the feature, I don't know where it is in either the general preferences or the file preferences. Yes, that's where it is. Why isn't it with the other report options? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
Good question On Fri, Jan 6, 2023 at 5:12 AM Chris Green wrote: > On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: > > There is also a setting in preferences somewhere to change the > accounting > > period. As I don't use the feature, I don't know where it is in either > > the general preferences or the file preferences. > > > Yes, that's where it is. Why isn't it with the other report options? > > -- > Chris Green > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
On Fri, Jan 06, 2023 at 12:31:46PM +0300, David T. via gnucash-user wrote: > There is also a setting in preferences somewhere to change the accounting > period. As I don't use the feature, I don't know where it is in either > the general preferences or the file preferences. > Yes, that's where it is. Why isn't it with the other report options? -- Chris Green ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
On Fri, Jan 06, 2023 at 07:17:46PM +1000, David H wrote: > Chris, > > Did you run a report then click on Options / General Tab - the reports I > run allow you to set the period for each report? > ... and then forgets it for the next report as far as I can see. -- Chris Green ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
Probably depends on the report. David T. On Jan 6, 2023, 12:52, at 12:52, David H wrote: >Yeah it's Prefs >> Accounting Period - not sure if that's used by >reports >or just for registers ? > >Cheers David H. > > >On Fri, 6 Jan 2023 at 19:31, David T. wrote: > >> There is also a setting in preferences somewhere to change the >accounting >> period. As I don't use the feature, I don't know where it is in >either the >> general preferences or the file preferences. >> >> >> David T. >> On Jan 6, 2023, at 12:19, David H wrote: >>> >>> Chris, >>> >>> Did you run a report then click on Options / General Tab - the >reports I >>> run allow you to set the period for each report? >>> >>> Cheers David H. >>> >>> >>> On Fri, 6 Jan 2023 at 19:06, Chris Green wrote: >>> >>> Every year when I want to print annual reports I have this problem. I can never find where to set the 'accounting period' for reports. Where is it please? -- Chris Green -- gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - 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 >>> gnucash-user@gnucash.org >>> To update your subscription preferences or to unsubscribe: >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>> - >>> 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
Yeah it's Prefs >> Accounting Period - not sure if that's used by reports or just for registers ? Cheers David H. On Fri, 6 Jan 2023 at 19:31, David T. wrote: > There is also a setting in preferences somewhere to change the accounting > period. As I don't use the feature, I don't know where it is in either the > general preferences or the file preferences. > > > David T. > On Jan 6, 2023, at 12:19, David H wrote: >> >> Chris, >> >> Did you run a report then click on Options / General Tab - the reports I >> run allow you to set the period for each report? >> >> Cheers David H. >> >> >> On Fri, 6 Jan 2023 at 19:06, Chris Green wrote: >> >> Every year when I want to print annual reports I have this problem. >>> >>> I can never find where to set the 'accounting period' for reports. >>> >>> Where is it please? >>> >>> -- >>> Chris Green >>> -- >>> >>> gnucash-user mailing list >>> gnucash-user@gnucash.org >>> To update your subscription preferences or to unsubscribe: >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>> - >>> 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 >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> - >> 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
There is also a setting in preferences somewhere to change the accounting period. As I don't use the feature, I don't know where it is in either the general preferences or the file preferences. David T. On Jan 6, 2023, 12:19, at 12:19, David H wrote: >Chris, > >Did you run a report then click on Options / General Tab - the reports >I >run allow you to set the period for each report? > >Cheers David H. > > >On Fri, 6 Jan 2023 at 19:06, Chris Green wrote: > >> Every year when I want to print annual reports I have this problem. >> >> I can never find where to set the 'accounting period' for reports. >> >> Where is it please? >> >> -- >> Chris Green >> ___ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> - >> 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 >gnucash-user@gnucash.org >To update your subscription preferences or to unsubscribe: >https://lists.gnucash.org/mailman/listinfo/gnucash-user >- >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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Where do I set the "Accounting Period" for reports?
Chris, Did you run a report then click on Options / General Tab - the reports I run allow you to set the period for each report? Cheers David H. On Fri, 6 Jan 2023 at 19:06, Chris Green wrote: > Every year when I want to print annual reports I have this problem. > > I can never find where to set the 'accounting period' for reports. > > Where is it please? > > -- > Chris Green > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Where do I set the "Accounting Period" for reports?
Every year when I want to print annual reports I have this problem. I can never find where to set the 'accounting period' for reports. Where is it please? -- Chris Green ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
