Re: Customized saved-reports file per gnucash file (i.e. per company)

[Geert Janssens]

I'm not sure symlinks are properly honored. Please check before relying on 
that...

Regards,
Geert

Eric Siegerman  schreef op 13 oktober 2017 11:08:25 
GMT+01:00:
>On Thu, Oct 12, 2017 at 02:31:10PM +0530, Amish wrote:
>> cp ~/.gnucash/saved-reports-$1 ~/.gnucash/saved-report-2.4
>> exec gnucash /path/to/$1.gnucash
>
>Problem: If you modify any reports, you'll have to remember to
>copy the new file back again.
>
>It might be better to create a symlink rather than copying the
>file.  That way, changes will automatically go to the right
>place.
>
>  - Eric
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Sent from my smartphone. Please excuse my brevity.
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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Eric Siegerman]

On Thu, Oct 12, 2017 at 02:31:10PM +0530, Amish wrote:
> cp ~/.gnucash/saved-reports-$1 ~/.gnucash/saved-report-2.4
> exec gnucash /path/to/$1.gnucash

Problem: If you modify any reports, you'll have to remember to
copy the new file back again.

It might be better to create a symlink rather than copying the
file.  That way, changes will automatically go to the right
place.

  - Eric
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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Maf. King]

On Thursday, 12 October 2017 10:01:10 BST Amish wrote:

> 
> Then instead of calling "gnucash companyA.gnucash"
> I call "gccompany companyA"
> 
> That way I dont have to maintain 2 Linux accounts and 2 different
> settings directory.
> 
> Amish.

Sounds good to me.

Maf.



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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Amish]

On Wednesday 11 October 2017 09:05 PM, Maf. King wrote:

Amish - the only thing I think I can suggest at this point is that each
company has it's own user login - at least that way the list of accounts is
not cumbersome..  Or thinking about it, if on linux (may work on Win, probably
not on Mac), you could create some shortcuts for each accounts file that sets
up a custom environment  (i think you need to set GNC_DOT_DIR bit have a good
google first) before launching GC so that each company has its own prefs file.
probably more cumbersome than a really busy menu, and error-prone, though,,,

Maf.


Easiest workaround would be that I have two saved-reports stored in 
.gnucash directory.


say saved-reports-companyA and saved-reports-companyB

Before starting gnucash for a company I copy saved-reports-companyX to
saved-reports-2.4

This can be done with 2 line script (say gccompany):

#no error checking done
cp ~/.gnucash/saved-reports-$1 ~/.gnucash/saved-report-2.4
exec gnucash /path/to/$1.gnucash

Then instead of calling "gnucash companyA.gnucash"
I call "gccompany companyA"

That way I dont have to maintain 2 Linux accounts and 2 different 
settings directory.


Amish.
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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Maf. King]

On Wednesday, 11 October 2017 14:35:51 BST Frankie Raney wrote:
> The cloud could be your own (hard drive or home cloud). I think you can
> install to a shareable drive(cloud) then create a short cut on each machine
> to it.  I think I have seen a way to share one of your desktops. I don't
> know for sure how to do it, but I do remember seeing an article on doing it.


Heh. I do keep my accounts files on a NFS share (indeed, lots of my ~ lives on 
my fileserver).  Never really thought of it as "the cloud".  That term has to 
me at least, always been the "cloud" shape in network diagrams at the other 
end of my connection to the internet - meaning the bit I know is there but 
isn't under my control.

However, discussing where the file(s) live doesn't really help with the OP's 
problem of needing to create several identical reports on several data files, 
which because the reports work on accountID not name, and the reports are not 
per-file but global is just plain cumbersome...

Amish - the only thing I think I can suggest at this point is that each 
company has it's own user login - at least that way the list of accounts is 
not cumbersome..  Or thinking about it, if on linux (may work on Win, probably 
not on Mac), you could create some shortcuts for each accounts file that sets 
up a custom environment  (i think you need to set GNC_DOT_DIR bit have a good 
google first) before launching GC so that each company has its own prefs file.  
probably more cumbersome than a really busy menu, and error-prone, though,,, 

Maf.

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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Amish]

On Tuesday 10 October 2017 09:20 PM, Maf. King wrote:

On Tuesday, 10 October 2017 16:20:28 BST Amish wrote:


So I would like to know if there is way to have customized saved-reports
file per gnucash file? Name and location of which can be stored in that
gnucash file itself.

So that I do not have to keep re-selecting accounts everytime and
reports related to company A does not show when gnucash of company B is
opened and vice versa.



Hi Amish.

Not that I know of.  I've dealt with this by calling the reports CompanyA-Foo
and CompanyB-Foo

Although, I must say that I think the report saved accounts by name, not ID,
so one report could be used as the basis for the second company, with only a
little tweaking.

Maf.


I know thats how I have done it right now.

But I am from India where recently GST taxatio was introduced.

I have managed to configure Gnucash for the same.

For GST return filing Government needs many types of reporting every month.

Report for 3 types of taxes (IGST/CGST/SGST)
Report for trade payable (purchase+tax)
Report for trade receivable (sale+tax)
Report for taxable sales
Report for taxable purchase
Then there are reports for sale/purchase to/from GST dealers
And then same reports for dealers not registered under GST

As you can see there are almost 11-12 types of reports that we have 
provide to Government at end of every month


Now if I create customized reports I will have:
CompanyA-Sale, CompanyA-Purchase, ... 11-12 reports
same way 11-12 reports for company B

I have 2 more companies which I have still not migrated to GST

So you can see the report list will be too long when I open "Saved 
report configuration"


That is why I was asking if it is possible to have:
1) saved-reports per company
2) OR saved-reports storing FULL account name - for example 
Assets:Purchase:IGST insted of account ID.


I believe 2nd option would be much better as then we dont need to create 
separate reports for each company.


Infact both 1 and 2 can be implemened, if possible that would allow to 
store reports in a better way and also make them REUSABLE.


Thanks and regards,

Amish
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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Dave H]

Default location for saved reports on Windows 10 is
"C:\Users\\.gnucash\saved-reports-2.4"  I'm pretty sure I've just
copied that same file across to my Ubuntu Linux installation as well - will
check tonight and see where it is for Linux.

Cheers Dave H.

On 11 October 2017 at 09:23, David Carlson 
wrote:

> There is a section in the GnuCash FAQ about what files are where for the
> various OS's.  IIRC there is a .gnucash directory under ~user or some such
> which can be copied and pasted into another machine, even under a different
> OS but that would overwrite whatever is there.  Do not try that without
> backing up whatever is already there.  For Windows it might get more
> complicated, as some stuff is now in the Registry.
>
> David C
>
>
> On Tue, Oct 10, 2017 at 4:26 PM, Matthew Pounsett 
> wrote:
>
> > On 10 October 2017 at 15:15, Carsten Rinke  wrote:
> >
> > > Hi Ben,
> > >
> > > what do you mean by machine specific?
> > >
> > > If you transfer your gnucash data file between machines, I thought it
> > > should also possible to transfer the saved-reports-2.x file between the
> > > machines.
> > >
> >
> > It probably is, but it's not trivial.  The data file is saved to an
> > arbitrary location, which can easily be some sort of shared media.  The
> > saved reports get saved... somewhere... by the application, and that
> > somewhere is very likely platform-specific, and doesn't seem to be
> > configurable.  Add to that the documentation about where GnuCash saves
> > certain state files seems to be out of date (at least for the Mac) and
> it's
> > enough to make the saved reports files less portable just because they're
> > that much more difficult to find.
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Re: Customized saved-reports file per gnucash file (i.e. per company)

[David Carlson]

There is a section in the GnuCash FAQ about what files are where for the
various OS's.  IIRC there is a .gnucash directory under ~user or some such
which can be copied and pasted into another machine, even under a different
OS but that would overwrite whatever is there.  Do not try that without
backing up whatever is already there.  For Windows it might get more
complicated, as some stuff is now in the Registry.

David C


On Tue, Oct 10, 2017 at 4:26 PM, Matthew Pounsett 
wrote:

> On 10 October 2017 at 15:15, Carsten Rinke  wrote:
>
> > Hi Ben,
> >
> > what do you mean by machine specific?
> >
> > If you transfer your gnucash data file between machines, I thought it
> > should also possible to transfer the saved-reports-2.x file between the
> > machines.
> >
>
> It probably is, but it's not trivial.  The data file is saved to an
> arbitrary location, which can easily be some sort of shared media.  The
> saved reports get saved... somewhere... by the application, and that
> somewhere is very likely platform-specific, and doesn't seem to be
> configurable.  Add to that the documentation about where GnuCash saves
> certain state files seems to be out of date (at least for the Mac) and it's
> enough to make the saved reports files less portable just because they're
> that much more difficult to find.
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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Carsten Rinke]

Hi Ben,

what do you mean by machine specific?

If you transfer your gnucash data file between machines, I thought it 
should also possible to transfer the saved-reports-2.x file between the 
machines.
Agreed, a combined file would make the transfer handling easier, but if 
you keep in mind always to transfer both files, it should work already now.


BTW: The accounts are stored by ID, and I am not aware that this can be 
switch somehow -> I would not recommend tweaking.


Carsten

On 10.10.2017 18:08, Benjamin Smith wrote:

Add that to the wish list. I often switch from one computer to another
and keep the same version of GnuCash on each machine, however, the
saved reports are machine specific. It would be nice to  link the
reports to the gnucash data file. Not sure how it works internally
right now.

ben

On Tue, Oct 10, 2017 at 10:50 AM, Maf. King  wrote:

On Tuesday, 10 October 2017 16:20:28 BST Amish wrote:


So I would like to know if there is way to have customized saved-reports
file per gnucash file? Name and location of which can be stored in that
gnucash file itself.

So that I do not have to keep re-selecting accounts everytime and
reports related to company A does not show when gnucash of company B is
opened and vice versa.



Hi Amish.

Not that I know of.  I've dealt with this by calling the reports CompanyA-Foo
and CompanyB-Foo

Although, I must say that I think the report saved accounts by name, not ID,
so one report could be used as the basis for the second company, with only a
little tweaking.

Maf.



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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Benjamin Smith]

Add that to the wish list. I often switch from one computer to another
and keep the same version of GnuCash on each machine, however, the
saved reports are machine specific. It would be nice to  link the
reports to the gnucash data file. Not sure how it works internally
right now.

ben

On Tue, Oct 10, 2017 at 10:50 AM, Maf. King  wrote:
> On Tuesday, 10 October 2017 16:20:28 BST Amish wrote:
>
>> So I would like to know if there is way to have customized saved-reports
>> file per gnucash file? Name and location of which can be stored in that
>> gnucash file itself.
>>
>> So that I do not have to keep re-selecting accounts everytime and
>> reports related to company A does not show when gnucash of company B is
>> opened and vice versa.
>>
>
>
> Hi Amish.
>
> Not that I know of.  I've dealt with this by calling the reports CompanyA-Foo
> and CompanyB-Foo
>
> Although, I must say that I think the report saved accounts by name, not ID,
> so one report could be used as the basis for the second company, with only a
> little tweaking.
>
> Maf.
>
>
>
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Re: Customized saved-reports file per gnucash file (i.e. per company)

[Maf. King]

On Tuesday, 10 October 2017 16:20:28 BST Amish wrote:

> So I would like to know if there is way to have customized saved-reports
> file per gnucash file? Name and location of which can be stored in that
> gnucash file itself.
> 
> So that I do not have to keep re-selecting accounts everytime and
> reports related to company A does not show when gnucash of company B is
> opened and vice versa.
> 


Hi Amish.

Not that I know of.  I've dealt with this by calling the reports CompanyA-Foo 
and CompanyB-Foo

Although, I must say that I think the report saved accounts by name, not ID, 
so one report could be used as the basis for the second company, with only a 
little tweaking.

Maf.



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