Re: [GNC] Saved Report Configurations

[Tommy Trussell]

On Tue, Feb 14, 2023 at 4:06 AM Mahon Finbar  wrote:

> OK, a little nit picky? but whatever rows your boat. I just need the
> detail for the taxman once a year, he doesn't deserve a PDF 
>

Here in the US, I have been told I should be able to support any tax filing
for seven years, OR indefinitely, if I have been notified that a particular
year's filing is in question. SO I keep a paper copy of everything I've
submitted, and electronic versions of my supporting information archived
for convenience. I submit PDFs of the Income Statement and a Transaction
Report showing the relevant asset accounts to my tax preparer, and save
them indefinitely in case of an audit (which so far hasn't occurred).

-
> 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] Saved Report Configurations

[edodd]

On Mon, 13 Feb 2023 09:18:53 -0500
Michael or Penny Novack  wrote:

> So how do I handle the reality that I have many P reports, many 
> Balance Sheet reports, etc. run for different dates?

I have a directory called Reports
then financial year subdirectories 
and under that subdirectories for home, business and other books I keep

So when I need the data for the accountant I make the reports for the
financial year and just have to copy one directory of reports to the CD
I burn *

Each of my saved report configurations contain financial year dates,
which I set in the general preferences to the appropriate dates.


* That CD-R has lots of other data for the financial year and a copy of
  the Gnucash program. It makes my archive copy, although I think the
  accountants copy everything off it for their archives.

Liz
___
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] Saved Report Configurations

[Mahon Finbar]

OK, a little nit picky? but whatever rows your boat. I just need the 
detail for the taxman once a year, he doesn't deserve a PDF 


Delighted with the responses, bully for Gnucasha fabulous app and 
services.


Finbar

On 13/02/2023 17:39, Adrien Monteleone wrote:
I do the same. I have general configurations saved, but anything 
particular to that solitary instance of the report, I do not save as 
part of the configuration. Those will be one-offs so no need to save 
them as a config, just run and if I want, save as a PDF.


Regards,
Adrien

On 2/13/23 8:18 AM, Michael or Penny Novack wrote:

However, there IS a different approach possible.

I do  not consider the SAME report except run for a different 
date/period to be a different "configuration". I consider 
"configuration" to refer to things like display options, nesting 
levels, what accounts to include/exclude, etc. But not dates.


So how do I handle the reality that I have many P reports, many 
Balance Sheet reports, etc. run for different dates?


I create directories (file folders) to hold them with suitable names 
(like Balance Sheets) and then after running the report in gnucash I 
export it to this folder using a suitable file name that clearly 
identifies it. Thus I might name the the file which is a Balance 
Sheet run for the effective date of Jan 31 "BalanceSheet20230131"


Mind, I've been using gnucash since 2007, so if saving within gnucash 
data. It would  be a ridiculous amount of clutter within gnucash data 
if I kept them all there. The fact that I knew to do this from the 
start (when there were just a few) is because I was a freshly retired 
pro. Avoid future problems.


___
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] Saved Report Configurations

[Michael or Penny Novack]

On 2/13/2023 5:00 PM, Tommy Trussell wrote:

Maybe we are discussing a completely different use-case, but the vast
majority of my Saved Report configurations use the "Previous Month" or
"Previous Year" date options. That way when I open the report, it's already
showing the previous month or year's data automatically.



This is perhaps a difference in thinking about how many "versions" I 
would be expecting to keep. I would be keeping for at least 7 years so 
to me is not a matter of the report run now but can I reproduce say the 
Balance Sheet for 3rd quarter five years ago. And to be SURE I had the 
right one << note; It is NOT in general possible to recreate such a 
report within gnucash.NOT just a matter of setting the run date 
correctly. The CoA may have changed between when that report had been 
run and now >>


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] Saved Report Configurations

[Tommy Trussell]

Maybe we are discussing a completely different use-case, but the vast
majority of my Saved Report configurations use the "Previous Month" or
"Previous Year" date options. That way when I open the report, it's already
showing the previous month or year's data automatically. In the rare
instances I am preparing a report for a period outside the range (maybe I'm
two months behind creating the report) I adjust the report date options
WITHOUT saving the configuration. That way the number of saved report
configurations stays manageable.

While the report is up on the screen, if I think I might need to pass it
along to someone else OR refer to its results in a future month or year, I
"print" to a PDF file and put the appropriate date information into the
filename.


On Mon, Feb 13, 2023 at 7:19 AM Mahon Finbar  wrote:

> Thank you so much David, much appreciated and entirely logical.
>
> I now have 2021 and 2022 nicely arranged.
>
> Just to be sure, for 2023 I should save it, when the time comes, as
> 'Save Config as' and give it the appropriate title??
>
> Thanks again.
>
> Finbar
>
> On 11/02/2023 13:44, david whiting wrote:
> > On Sat, 11 Feb 2023 at 11:28, Mahon Finbar  wrote:
> > [...]
> >> My issue is to establish which report is which, if possible, by
> >> re-creating the title with the dates of the periods covered. Then I can
> >> eliminate any dupes, etc.
> >>
> > Try this:
> >
> > 1. Open Reports -> Saved Report Configurations and select the first
> report.
> > 2. If this report has the correct settings, go back to Reports ->
> > Saved Report Configurations and click on the middle icon on the right
> > (see attached image). You can then edit the report name to make it
> > clear which report it is, e.g. by adding the year or time period to
> > the report name
> > 3. If the report doesn't have the correct settings, e.g. dates, choose
> > the correct settings, then click on Save Config on the menu bar (not
> > Save Config As). Then go back to Reports -> Saved Report
> > Configurations, and click on the middle icon on right (see attached)
> > to edit the report name
> > 4. Then repeat the process with the next report, and so on until you
> > have named all of the reports.
> > 5. Then review the reports and see which ones need to be deleted
> >
> > David
> ___
> 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] Saved Report Configurations

[Michael Hendry]

On 13 Feb 2023, at 16:39, Adrien Monteleone  
wrote:

> 
> I do the same. I have general configurations saved, but anything particular 
> to that solitary instance of the report, I do not save as part of the 
> configuration. Those will be one-offs so no need to save them as a config, 
> just run and if I want, save as a PDF.
> 
> Regards,
> Adrien

I find it helpful to run some year-end reports part-way through the year in 
question, to answer any  how-are-we-doing-so-far enquiries, so I do save (e.g.) 
a report named “Charity Gift Aid Report for 2022-2023”, but have retained its 
2021-2022 predecessor for comparison. Once the Gift Aid Claim has been 
completed, I’ll edit the report  and Save As “Charity Gift Aid Report for 
2023-2024”. Sometimes a new account becomes necessary and can be added to the 
selection reported on in 2023-2024 leaving the earlier versions intact.

The report name is constructed in three parts, to identify:

1. The Gnucash file it applies to
2. The subject of the report
3. The financial year of the report

Michael
___
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] Saved Report Configurations

[Adrien Monteleone]

I do the same. I have general configurations saved, but anything 
particular to that solitary instance of the report, I do not save as 
part of the configuration. Those will be one-offs so no need to save 
them as a config, just run and if I want, save as a PDF.


Regards,
Adrien

On 2/13/23 8:18 AM, Michael or Penny Novack wrote:

However, there IS a different approach possible.

I do  not consider the SAME report except run for a different 
date/period to be a different "configuration". I consider 
"configuration" to refer to things like display options, nesting levels, 
what accounts to include/exclude, etc. But not dates.


So how do I handle the reality that I have many P reports, many 
Balance Sheet reports, etc. run for different dates?


I create directories (file folders) to hold them with suitable names 
(like Balance Sheets) and then after running the report in gnucash I 
export it to this folder using a suitable file name that clearly 
identifies it. Thus I might name the the file which is a Balance Sheet 
run for the effective date of Jan 31 "BalanceSheet20230131"


Mind, I've been using gnucash since 2007, so if saving within gnucash 
data. It would  be a ridiculous amount of clutter within gnucash data if 
I kept them all there. The fact that I knew to do this from the start 
(when there were just a few) is because I was a freshly retired pro. 
Avoid future problems.


___
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] Saved Report Configurations

[Michael or Penny Novack]

On 2/13/2023 8:18 AM, Mahon Finbar wrote:

Thank you so much David, much appreciated and entirely logical.

I now have 2021 and 2022 nicely arranged.
Just to be sure, for 2023 I should save it, when the time comes, as 
'Save Config as' and give it the appropriate title??


Thanks again.
Finbar 


However, there IS a different approach possible.

I do  not consider the SAME report except run for a different 
date/period to be a different "configuration". I consider 
"configuration" to refer to things like display options, nesting levels, 
what accounts to include/exclude, etc. But not dates.


So how do I handle the reality that I have many P reports, many 
Balance Sheet reports, etc. run for different dates?


I create directories (file folders) to hold them with suitable names 
(like Balance Sheets) and then after running the report in gnucash I 
export it to this folder using a suitable file name that clearly 
identifies it. Thus I might name the the file which is a Balance Sheet 
run for the effective date of Jan 31 "BalanceSheet20230131"


Mind, I've been using gnucash since 2007, so if saving within gnucash 
data. It would  be a ridiculous amount of clutter within gnucash data if 
I kept them all there. The fact that I knew to do this from the start 
(when there were just a few) is because I was a freshly retired pro. 
Avoid future problems.


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] Saved Report Configurations

[Mahon Finbar]

Thank you so much David, much appreciated and entirely logical.

I now have 2021 and 2022 nicely arranged.

Just to be sure, for 2023 I should save it, when the time comes, as 
'Save Config as' and give it the appropriate title??


Thanks again.

Finbar

On 11/02/2023 13:44, david whiting wrote:

On Sat, 11 Feb 2023 at 11:28, Mahon Finbar  wrote:
[...]

My issue is to establish which report is which, if possible, by
re-creating the title with the dates of the periods covered. Then I can
eliminate any dupes, etc.


Try this:

1. Open Reports -> Saved Report Configurations and select the first report.
2. If this report has the correct settings, go back to Reports ->
Saved Report Configurations and click on the middle icon on the right
(see attached image). You can then edit the report name to make it
clear which report it is, e.g. by adding the year or time period to
the report name
3. If the report doesn't have the correct settings, e.g. dates, choose
the correct settings, then click on Save Config on the menu bar (not
Save Config As). Then go back to Reports -> Saved Report
Configurations, and click on the middle icon on right (see attached)
to edit the report name
4. Then repeat the process with the next report, and so on until you
have named all of the reports.
5. Then review the reports and see which ones need to be deleted

David

___
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] Saved Report Configurations

[david whiting]

On Sat, 11 Feb 2023 at 11:28, Mahon Finbar  wrote:
[...]
> My issue is to establish which report is which, if possible, by
> re-creating the title with the dates of the periods covered. Then I can
> eliminate any dupes, etc.
>

Try this:

1. Open Reports -> Saved Report Configurations and select the first report.
2. If this report has the correct settings, go back to Reports ->
Saved Report Configurations and click on the middle icon on the right
(see attached image). You can then edit the report name to make it
clear which report it is, e.g. by adding the year or time period to
the report name
3. If the report doesn't have the correct settings, e.g. dates, choose
the correct settings, then click on Save Config on the menu bar (not
Save Config As). Then go back to Reports -> Saved Report
Configurations, and click on the middle icon on right (see attached)
to edit the report name
4. Then repeat the process with the next report, and so on until you
have named all of the reports.
5. Then review the reports and see which ones need to be deleted

David
___
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] Saved Report Configurations

[Mahon Finbar]

Not really; as a result of following the 'help' I now have a set of 
reports numbered 1 to 14, in random order, but none (except one, 
partially) have been retitled as the advice the help advise suggested I 
could.


I haven't been able to identify the individual reports, except if I try 
to select them and see what the dates on them are. However, the first 
three I tried are all for the same period 2023, which I have not yet 
competed, obviously.


My issue is to establish which report is which, if possible, by 
re-creating the title with the dates of the periods covered. Then I can 
eliminate any dupes, etc.


Seems to me the process suggested is faulty, or the procedure is bugged.

As I said, it isn't critical for the older reports but I would like to 
sort out the newer (post 2020 perhaps) ones.


I was just hoping for advice, from anyone who has experience of saving 
reports.


Barry


On 10/02/2023 20:04, ed...@billiau.net wrote:


On Fri, 10 Feb 2023 17:28:04 +0100
Mahon Finbar  wrote:


However, it doesn't seem to work, I now have a list of 'saved report
configurations' from those terminating with no number at all to 21,
all called profit & loss, in a sort of  random order.

You can delete reports that you don't want any more, is that what you
want?

Liz
___
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] Saved Report Configurations

[R Losey]

I'm glad it's not just me that was confused by the OP; I thought he was
unable to get the rename  function to work properly; I don't know what to
say to that, as it has always worked for me.

On Fri, Feb 10, 2023 at 1:07 PM  wrote:

> On Fri, 10 Feb 2023 17:28:04 +0100
> Mahon Finbar  wrote:
>
> > However, it doesn't seem to work, I now have a list of 'saved report
> > configurations' from those terminating with no number at all to 21,
> > all called profit & loss, in a sort of  random order.
>
> You can delete reports that you don't want any more, is that what you
> want?
>
> Liz
> ___
> 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.
>


-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
___
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] Saved Report Configurations

[edodd]

On Fri, 10 Feb 2023 17:28:04 +0100
Mahon Finbar  wrote:

> However, it doesn't seem to work, I now have a list of 'saved report 
> configurations' from those terminating with no number at all to 21,
> all called profit & loss, in a sort of  random order.

You can delete reports that you don't want any more, is that what you
want?

Liz
___
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] Saved Report Configurations

[Murugan Muruganandam]

have you tried renaming the report in the saved report configuration dialog box?

by the way i tried the way you had mentioned and it works as expected for me.  
Can you detail the operating system and version




Saludos Cordiales


Murugan


From: gnucash-user 
 on behalf of 
Mahon Finbar 
Sent: Friday, February 10, 2023 1:28 PM
To: Gnucash Users 
Subject: [GNC] Saved Report Configurations

OK, here we go again, my last query on here produced zero
responses,never mind.

Now, I am trying to rationalise my Report Configurations.

Under reports>saved report configurations I have a mish mash of titles
and dates of reports.

I have tried the "help" suggested change of name by locating the
reported report and saving it as 'save config as' and giving it the
"correct" dates as a name.

However, it doesn't seem to work, I now have a list of 'saved report
configurations' from those terminating with no number at all to 21, all
called profit & loss, in a sort of  random order.

I wouldn't mind, since they are mostly gone to the tax man, but I have
to root around to find the latest one.

Barry

___
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] Saved Report Configurations

[Mahon Finbar]

OK, here we go again, my last query on here produced zero 
responses,never mind.


Now, I am trying to rationalise my Report Configurations.

Under reports>saved report configurations I have a mish mash of titles 
and dates of reports.


I have tried the "help" suggested change of name by locating the 
reported report and saving it as 'save config as' and giving it the 
"correct" dates as a name.


However, it doesn't seem to work, I now have a list of 'saved report 
configurations' from those terminating with no number at all to 21, all 
called profit & loss, in a sort of  random order.


I wouldn't mind, since they are mostly gone to the tax man, but I have 
to root around to find the latest one.


Barry

___
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] Saved report configurations

[Adrien Monteleone]

I forgot to add, early on, I too got caught with overwriting my configs.

If you notice there are two toolbar buttons for saving them.

The text label tries to make it clear, but the hover text is even better.

'Save Config' *overwrites* the current config. You are saving changes to 
the one you are viewing.


'Save Config As...' saves the current config as a *new* config, and you 
get to name it.


There are also Reports menu items for both actions, and keyboard 
shortcuts for both. (though similar save for one extra key - so be careful!)


Regards,
Adrien

On 10/7/22 7:42 AM, Adrien Monteleone wrote:

Perhaps you were overwriting previous saved configs each year?

If not, and you had a list of configs that disappeared, have you moved 
your GnuCash installation in that time frame? Changed computers? Opened 
a new file? (or maybe fix a condition of using a backup file?)


If this was a move/file issue, you might be able to recover those 
configs by finding them in their original location.


If this is an overwrite issue, you can open a config, change dates, and 
*save it as a new config* this time to preserve it.


You'd need to do that for each one that is missing.



___
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] Saved report configurations

[Adrien Monteleone]

You have to set your mail app to 'attach' rather than pasting the images 
within the text. (known as 'inline')


The mailman software that this list runs on will strip out inline 
images, but does allow attachments.


A usually more robust method is to store the images on a 3rd party site 
and paste in the links within your text. (though too many links may also 
get stripped out)


I left your original reply quoted below, as you can see, nothing came 
through - just your text, so it is difficult to visualize what is going on.


--

Perhaps you were overwriting previous saved configs each year?

If not, and you had a list of configs that disappeared, have you moved 
your GnuCash installation in that time frame? Changed computers? Opened 
a new file? (or maybe fix a condition of using a backup file?)


If this was a move/file issue, you might be able to recover those 
configs by finding them in their original location.


If this is an overwrite issue, you can open a config, change dates, and 
*save it as a new config* this time to preserve it.


You'd need to do that for each one that is missing.

--

While you can use configs for any Option change to preserve those 
changes, Dates are usually something unnecessary to save unless there 
are other changes involved. It is easy enough to run a report for any 
date range you need at any time. (and about as many clicks vs. saved 
configs)


Another option is to run reports at period end, and save PDF copies for 
reference.


But of course, you can save them as configs if you wish.

Regards,
Adrien

On 10/7/22 5:29 AM, Mahon Finbar wrote:
I use an app called Capture Wiz to capture and cntl/v them into 
messages. What should I be doing?


Anyway, I showed the saved link of the web page from Reports>Saved 
Report Configs which shows P as the first line and P 21 as the 
second. The undated one is actually 2021 (maybe I didn't date it??)  and 
the send one is 2022...(maybe another booboo...? ) I finally clicked the 
undated one and there was 2021yippee.


So, it has worked out OK, for 2021, but I don't have any of the older 
ones, I have been saving since 19xx and have been able to recover them, 
until this year, but they are no longer there.


Finbar




Original Post looked like this:


On 10/6/22 1:03 PM, Mahon Finbar wrote:

Hello,

I have saved the report configurations for my annual P over the 
years, or I thought I had.


It being the time I should make my annual tax return I went looking 
for the configuration for 2021 that I had started and found -


but when I selected and clicked the 2021 one I get -

Etc, which I had started a while back, but not the 2021 version.

Did I make an error somewhere and/or is it possible to find the 2021 
one??



___
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] Saved report configurations

[Mahon Finbar]

I use an app called Capture Wiz to capture and cntl/v them into 
messages. What should I be doing?


Anyway, I showed the saved link of the web page from Reports>Saved 
Report Configs which shows P as the first line and P 21 as the 
second. The undated one is actually 2021 (maybe I didn't date it??)  and 
the send one is 2022...(maybe another booboo...? ) I finally clicked the 
undated one and there was 2021yippee.


So, it has worked out OK, for 2021, but I don't have any of the older 
ones, I have been saving since 19xx and have been able to recover them, 
until this year, but they are no longer there.


Finbar


On 06/10/2022 19:20, Adrien Monteleone wrote:
It looks like you were putting screenshots inline rather than as 
attachments.


Those images did not come through, so we can't see what you are 
referring to.


Your saved configuration should be under: Reports > Saved Report 
Configurations. You'll then get a pop-up with a list of your saved 
configurations. Select the one you want, but you might still have to 
adjust some options properly.


Regards,
Adrien

On 10/6/22 1:03 PM, Mahon Finbar wrote:

Hello,

I have saved the report configurations for my annual P over the 
years, or I thought I had.


It being the time I should make my annual tax return I went looking 
for the configuration for 2021 that I had started and found -


but when I selected and clicked the 2021 one I get -

Etc, which I had started a while back, but not the 2021 version.

Did I make an error somewhere and/or is it possible to find the 2021 
one??



___
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] Saved report configurations

[Adrien Monteleone]

It looks like you were putting screenshots inline rather than as 
attachments.


Those images did not come through, so we can't see what you are 
referring to.


Your saved configuration should be under: Reports > Saved Report 
Configurations. You'll then get a pop-up with a list of your saved 
configurations. Select the one you want, but you might still have to 
adjust some options properly.


Regards,
Adrien

On 10/6/22 1:03 PM, Mahon Finbar wrote:

Hello,

I have saved the report configurations for my annual P over the years, 
or I thought I had.


It being the time I should make my annual tax return I went looking for 
the configuration for 2021 that I had started and found -


but when I selected and clicked the 2021 one I get -

Etc, which I had started a while back, but not the 2021 version.

Did I make an error somewhere and/or is it possible to find the 2021 one??



___
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] Saved report configurations

[Murugan Muruganandam]

Not to be overt, did you check the start and end date in the report options.




Saludos Cordiales


Murugan


From: gnucash-user 
 on behalf of 
Mahon Finbar 
Sent: Thursday, October 6, 2022 3:03 PM
To: Gnucash Users 
Subject: [GNC] Saved report configurations

Hello,

I have saved the report configurations for my annual P over the years,
or I thought I had.

It being the time I should make my annual tax return I went looking for
the configuration for 2021 that I had started and found -

but when I selected and clicked the 2021 one I get -

Etc, which I had started a while back, but not the 2021 version.

Did I make an error somewhere and/or is it possible to find the 2021 one??

TIA, Finbar
___
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] Saved report configurations

[Mahon Finbar]

Hello,

I have saved the report configurations for my annual P over the years, 
or I thought I had.


It being the time I should make my annual tax return I went looking for 
the configuration for 2021 that I had started and found -


but when I selected and clicked the 2021 one I get -

Etc, which I had started a while back, but not the 2021 version.

Did I make an error somewhere and/or is it possible to find the 2021 one??

TIA, Finbar
___
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] Saved Report Configurations Missing After Upgrade to v3

[David T. via gnucash-user]

Neville, 

You've responded to a thread from four years ago, referencing a problem with 
upgrading from version 2.4 to version 3.0 (on Windows, I believe). Gnucash is 
now up to version 4.11, so whatever problem you've been having is far in most 
users' rear view mirrors. Geert probably remembers the issue to which you 
refer, but that's because Geert is Geert.

You might choose to follow an upgrade process and see whether your problem 
continues to exist in 4.11.

David T.

On August 23, 2022 12:07:25 PM GMT+03:00, Neville Young  
wrote:
>Hi Geert
>
> 
>
>I want to respond to the latest message Thu Jun 7 11:01:45 EDT 2018 to
>confirm that using the 2.4 transaction report does work.
>
> 
>
>How do I respond to the thread for all users to see. I have read the 'more
>information' but am none the wiser.
>
> 
>
>Cheers - Neville
>
> 
>
>___
>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] Saved Report Configurations Missing After Upgrade to v3

[Neville Young]

Hi Geert

 

I want to respond to the latest message Thu Jun 7 11:01:45 EDT 2018 to
confirm that using the 2.4 transaction report does work.

 

How do I respond to the thread for all users to see. I have read the 'more
information' but am none the wiser.

 

Cheers - Neville

 

___
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] Saved report configurations not saving selected hidden accounts

[Bill D]

Thanks for pointing me there - I read the comments so I now see what is 
happening.

After further experimentation I can see that yes the Saved Report does appear 
to be maintaining the selected hidden accounts ... provided one, after loading 
the Saved Report, does not re-open (and apply) the selections displayed by 
default via the Options->Accounts setting (because that dialogue always 
defaults without "show hidden accounts" setting and will clear any selected 
hidden entries if you show them).

Not exactly optimal behaviour (to not show the saved set of selected accounts 
from the Saved Report config) ... I think it means there is no way to see the 
complete set of selected accounts that are currently stored in a "Saved Report" 
if that set includes any or all hidden accounts.


From: john 
Sent: Saturday, 15 January 2022 3:51 PM
To: Bill D 
Cc: gnucash-user@gnucash.org
Subject: Re: [GNC] Saved report configurations not saving selected hidden 
accounts




On Jan 14, 2022, at 1:29 PM, Bill D 
mailto:dull...@hotmail.com>> wrote:

I'm modifying "Net Worth Linechart" and saving as custom report.

When modifying the config using Options->Accounts,  I also choose "Show hidden 
accounts" (because I want the history to show all asset values in the past, 
even if accounts are no longer used)  ... then "Select Children"  under "Asset" 
top level (so that selects all asset sub-accounts, even hidden ones).

I apply this and Save Config.

But when I return to my "Saved Report Configurations" and selecting this saved 
report ... and then to Options->Accounts ... I see  the "Show hidden account" 
is not checked, and the hidden accounts have been de-selected.

I am thinking this behaviour is a bug?

Ideally when I "save config" for a report ... it should save all the accounts 
exactly as selected including hidden accounts if I had selected that?  I should 
not have to re-select hidden accounts each time I open a Saved Report 
Configuration.

You're not the only one to think it a bug: 
https://bugs.gnucash.org/show_bug.cgi?id=798348

Regardsm
John Ralls

___
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.

Re: [GNC] Saved report configurations not saving selected hidden accounts

[john]

> On Jan 14, 2022, at 1:29 PM, Bill D  wrote:
> 
> I'm modifying "Net Worth Linechart" and saving as custom report.
> 
> When modifying the config using Options->Accounts,  I also choose "Show 
> hidden accounts" (because I want the history to show all asset values in the 
> past, even if accounts are no longer used)  ... then "Select Children"  under 
> "Asset" top level (so that selects all asset sub-accounts, even hidden ones).
> 
> I apply this and Save Config.
> 
> But when I return to my "Saved Report Configurations" and selecting this 
> saved report ... and then to Options->Accounts ... I see  the "Show hidden 
> account" is not checked, and the hidden accounts have been de-selected.
> 
> I am thinking this behaviour is a bug?
> 
> Ideally when I "save config" for a report ... it should save all the accounts 
> exactly as selected including hidden accounts if I had selected that?  I 
> should not have to re-select hidden accounts each time I open a Saved Report 
> Configuration.

You're not the only one to think it a bug: 
https://bugs.gnucash.org/show_bug.cgi?id=798348 


Regardsm
John Ralls

___
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.

[GNC] Saved report configurations not saving selected hidden accounts

[Bill D]

I'm modifying "Net Worth Linechart" and saving as custom report.

When modifying the config using Options->Accounts,  I also choose "Show hidden 
accounts" (because I want the history to show all asset values in the past, 
even if accounts are no longer used)  ... then "Select Children"  under "Asset" 
top level (so that selects all asset sub-accounts, even hidden ones).

I apply this and Save Config.

But when I return to my "Saved Report Configurations" and selecting this saved 
report ... and then to Options->Accounts ... I see  the "Show hidden account" 
is not checked, and the hidden accounts have been de-selected.

I am thinking this behaviour is a bug?

Ideally when I "save config" for a report ... it should save all the accounts 
exactly as selected including hidden accounts if I had selected that?  I should 
not have to re-select hidden accounts each time I open a Saved Report 
Configuration.

Regards,
Bill

___
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.

Re: [GNC] Saved Report Configurations

[rmomxtx]

Adrian,

 

You are correct, TOSHIBA is just the user name on this computer.

 

Thanks,

Roger

 

You wrote: "Roger, just for reference, while the computer in question could
certainly be named ?TOSHIBA? the file path you gave indicated this is the
name of the current user. (they may have been given the same name) If you
had created a user called ?Roger? then the path would be
C:/Users/Roger/.gnucash and the computer name could still remain ?TOSHIBA?.
In any event, it would be a rare case to need the computer name to find a
file. (this might be needed if the file were on another computer on a
network)

___
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.

Re: [GNC] Saved report configurations

[Geert Janssens]

Op woensdag 20 maart 2019 02:10:11 CET schreef Roger Oliver:
> That worked. Thanks. You are correct, my intention was to experiment with
> 3.4. I thought I would try copying the stylesheet file to the test computer
> as well. That did not work, I suspect because the picture file is not in
> the test computer.
> 
You can try to copy that picture to the test computer as well. But it will 
have to be stored in exactly the same path to be found by gnucash. If it's in 
another path, you will have to update the stylesheet from within gnucash.

> I take it that 3.4 will install with the Spanish accounting terms, etc., on
> a Window 7 computer with the Windows language set to Spanish. Is that
> correct? Spanish is not a language choice on the list when installing the
> program but it installed on our working computer in Spanish anyway. That
> was a boon for us.

Yes. The language selection in the installer is only used for the messages 
found in the installer. No one has offered us a Spanish translation of these 
installer messages yet hence the installer will not offer Spanish.

Regardless of the language you choose in the installer, gnucash will be 
installed with all the languages it supports and so if it supports your PC's 
language it will try to use that.

Regards,

Geert


___
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.

Re: [GNC] Saved report configurations

[Roger Oliver]

That worked. Thanks. You are correct, my intention was to experiment with
3.4. I thought I would try copying the stylesheet file to the test computer
as well. That did not work, I suspect because the picture file is not in
the test computer.

I take it that 3.4 will install with the Spanish accounting terms, etc., on
a Window 7 computer with the Windows language set to Spanish. Is that
correct? Spanish is not a language choice on the list when installing the
program but it installed on our working computer in Spanish anyway. That
was a boon for us.

Roger

The program looks good. Seems familiar and maybe a little easier on the
eyes.

On Tue, Mar 19, 2019, 2:01 PM Geert Janssens 
wrote:

> Op dinsdag 19 maart 2019 20:33:32 CET schreef rmom...@gmail.com:
> > Thanks Geert,
> >
> > Windows 7. I found the file in
> C:/Users/TOSHIBA/.gnucash/saved-reports-2.4.
> > Out of curiosity, I looked for it on my Windows 10 computer and didn't
> find
> > it. I didn't see anything special for Windows 10 in the wiki. Not
> important
> > really as long as the update takes care of that.
> >
> > You said, " If you want to force the migration, you should move the
> > directory aside before running gnucash 3.x." Will it work to copy the 2.4
> > file to the 3.4 directory? I saved the 2.4 file from the working pc to a
> > USB.  I'm guessing I'll have to delete the 3.4 saved reports file, if it
> > even exists as I have not saved any reports on the test computer. I would
> > like to give it a try.
> >
> > Roger
>
> Hi Roger,
>
> If I understand correctly from your reply to John, the new computer is
> only to
> experiment with 3.4. It will not be used to actually upgrade from 2.6 to
> 3.4 ?
>
> In that case you can indeed copy the saved-reports-2.4 file to the new pc.
>
> If you enter a Windows Explorer on that PC, and type
> %appdata%\GnuCash
> in its address bar, that should open the proper location to store the
> saved
> reports file for gnucash 3.4 (provided you have run gnucash 3.4 before at
> least once). Note don't copy the file there while gnucash is running. It
> may
> be overwritten as gnucash closes.
>
> Regards,
>
> Geert
>
>
>
___
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.

Re: [GNC] Saved report configurations

[Adrien Monteleone]

Roger, just for reference, while the computer in question could certainly be 
named ’TOSHIBA’ the file path you gave indicated this is the name of the 
current user. (they may have been given the same name)

If you had created a user called ‘Roger’ then the path would be 
C:/Users/Roger/.gnucash and the computer name could still remain ‘TOSHIBA’.

In any event, it would be a rare case to need the computer name to find a file. 
(this might be needed if the file were on another computer on a network)

Regards,
Adrien

> On Mar 19, 2019, at 2:13 PM,   wrote:
> 
> Thanks John,
> 
> I stumbled on the file on the computer we use for accounting in
> C:/Users/TOSHIBA/.gnucash. By $HOME do you mean the name of the computer,
> this case TOSHIBA? I looked for it on my Windows 10 PC but didn't find it.
> Not important. 
> 
> I only want to play with version 3.4 on the other computer to see if there
> are any glitches I'll have to deal with. That sort of thing is time
> consuming. The version we have installed is working fine so it is a
> cost(time)/benefit issue. Don't want to spend more time learning and fixing
> the software than we spend doing the work.
> 
> Roger


___
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.

Re: [GNC] Saved report configurations

[Geert Janssens]

Op dinsdag 19 maart 2019 20:33:32 CET schreef rmom...@gmail.com:
> Thanks Geert,
> 
> Windows 7. I found the file in C:/Users/TOSHIBA/.gnucash/saved-reports-2.4.
> Out of curiosity, I looked for it on my Windows 10 computer and didn't find
> it. I didn't see anything special for Windows 10 in the wiki. Not important
> really as long as the update takes care of that.
> 
> You said, " If you want to force the migration, you should move the
> directory aside before running gnucash 3.x." Will it work to copy the 2.4
> file to the 3.4 directory? I saved the 2.4 file from the working pc to a
> USB.  I'm guessing I'll have to delete the 3.4 saved reports file, if it
> even exists as I have not saved any reports on the test computer. I would
> like to give it a try.
> 
> Roger

Hi Roger,

If I understand correctly from your reply to John, the new computer is only to 
experiment with 3.4. It will not be used to actually upgrade from 2.6 to 3.4 ?

In that case you can indeed copy the saved-reports-2.4 file to the new pc.

If you enter a Windows Explorer on that PC, and type
%appdata%\GnuCash
in its address bar, that should open the proper location to store the saved 
reports file for gnucash 3.4 (provided you have run gnucash 3.4 before at 
least once). Note don't copy the file there while gnucash is running. It may 
be overwritten as gnucash closes.

Regards,

Geert


___
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.

Re: [GNC] Saved report configurations

[rmomxtx]

Thanks Geert,

Windows 7. I found the file in C:/Users/TOSHIBA/.gnucash/saved-reports-2.4.
Out of curiosity, I looked for it on my Windows 10 computer and didn't find
it. I didn't see anything special for Windows 10 in the wiki. Not important
really as long as the update takes care of that.

You said, " If you want to force the migration, you should move the
directory aside before running gnucash 3.x." Will it work to copy the 2.4
file to the 3.4 directory? I saved the 2.4 file from the working pc to a
USB.  I'm guessing I'll have to delete the 3.4 saved reports file, if it
even exists as I have not saved any reports on the test computer. I would
like to give it a try. 

Roger

-Original Message-
From: Geert Janssens  
Sent: Tuesday, March 19, 2019 11:43 AM
To: gnucash-user@gnucash.org
Cc: rmom...@gmail.com; 'John Ralls' 
Subject: Re: [GNC] Saved report configurations

Op dinsdag 19 maart 2019 18:08:29 CET schreef rmom...@gmail.com:
> Version 2.6.17
> 
> I looked at the wiki and am not sure where to start. If possible, just 
> need to know:
> 
> What is the name of the file where the saved report configurations are 
> stored?
> Should those saved configurations be available when I update versions?
> 
> Thanks,
> Roger
> 
The file is called saved-reports-2.x where 'x' depends on your gnucash
version as does its location. For 2.6.17 the filename will be
saved-reports-2.4 and it will be stored in DOT_GNUCASH_DIR as described for
your OS (which you haven't provided yet) under
https://wiki.gnucash.org/wiki/Configuration_Locations#DOT_GNUCASH_DIR

For GnuCash 3.0 and up the file will be in
https://wiki.gnucash.org/wiki/Configuration_Locations#GNC_DATA_HOME for your
OS. GnuCash will look for a file named saved-reports-2.8 first in there and
if missing it will try to open saved-reports-2.4 in the same directory.

As for updates, if you update gnucash from 2.6.x to 3.x it will copy these
saved reports from the old location to the new one for you, but only if the
new location didn't exist yet! So if you ran tests on your new PC with only
3.x and then install 2.6.x on that system, the migration will not run again
after upgrading to 3.x. If you want to force the migration, you should move
the https://wiki.gnucash.org/wiki/Configuration_Locations#GNC_DATA_HOME
directory aside before running gnucash 3.x.

Regards,

Geert

> -Original Message-
> From: John Ralls 
> Sent: Tuesday, March 19, 2019 10:43 AM
> To: rmom...@gmail.com
> Cc: GnuCash 
> Subject: Re: [GNC] Saved report configurations
> 
> > On Mar 19, 2019, at 9:33 AM,  
> 
> wrote:
> > Where are the saved report configurations kept. Apparently they are 
> > not part of the GnuCash data file. I installed vs 3.4 on another 
> > computer to test it and opened the data file transferred via USB. 
> > The saved report configurations are not there. Found one file that 
> > may be where they are stored, same name as the data file with the 
> > extension .LCK
> 
> It depends on what operating system and GnuCash version, see 
> https://wiki.gnucash.org/wiki/Configuration_Locations.
> 
> Regards,
> John Ralls
> 
> ___
> 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.





___
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.

Re: [GNC] Saved report configurations

[rmomxtx]

Thanks John,

I stumbled on the file on the computer we use for accounting in
C:/Users/TOSHIBA/.gnucash. By $HOME do you mean the name of the computer,
this case TOSHIBA? I looked for it on my Windows 10 PC but didn't find it.
Not important. 

I only want to play with version 3.4 on the other computer to see if there
are any glitches I'll have to deal with. That sort of thing is time
consuming. The version we have installed is working fine so it is a
cost(time)/benefit issue. Don't want to spend more time learning and fixing
the software than we spend doing the work.

Roger

-Original Message-
From: John Ralls  
Sent: Tuesday, March 19, 2019 11:32 AM
To: rmom...@gmail.com
Cc: GnuCash 
Subject: Re: [GNC] Saved report configurations

The filename is "saved-reports-2.6" in 2.6.17 and unless you're on a Mac it
will be in $HOME/.gnucash. Running GnuCash will migrate everything in that
directory to its new home and make any necessary format upgrades (for
example, that file's name gets changed to "saved-reports-2.8") as long as
the new location doesn't already exist. If you've already run GnuCash 3.4 it
will, so you should delete that directory after copying in $HOME/.gnucash
and before restarting GnuCash 3.4.

Regards,
John Ralls


> On Mar 19, 2019, at 10:08 AM,  
wrote:
> 
> Version 2.6.17
> 
> I looked at the wiki and am not sure where to start. If possible, just 
> need to know:
> 
> What is the name of the file where the saved report configurations are 
> stored?
> Should those saved configurations be available when I update versions?
> 
> Thanks,
> Roger
> 
> -Original Message-
> From: John Ralls 
> Sent: Tuesday, March 19, 2019 10:43 AM
> To: rmom...@gmail.com
> Cc: GnuCash 
> Subject: Re: [GNC] Saved report configurations
> 
> 
> 
>> On Mar 19, 2019, at 9:33 AM,  
> wrote:
>> 
>> Where are the saved report configurations kept. Apparently they are 
>> not part of the GnuCash data file. I installed vs 3.4 on another 
>> computer to test it and opened the data file transferred via USB. The 
>> saved report configurations are not there. Found one file that may be 
>> where they are stored, same name as the data file with the extension 
>> .LCK
> 
> It depends on what operating system and GnuCash version, see 
> https://wiki.gnucash.org/wiki/Configuration_Locations.
> 
> Regards,
> John Ralls
> 


___
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.

Re: [GNC] Saved report configurations

[Geert Janssens]

Op dinsdag 19 maart 2019 18:08:29 CET schreef rmom...@gmail.com:
> Version 2.6.17
> 
> I looked at the wiki and am not sure where to start. If possible, just need
> to know:
> 
> What is the name of the file where the saved report configurations are
> stored?
> Should those saved configurations be available when I update versions?
> 
> Thanks,
> Roger
> 
The file is called saved-reports-2.x where 'x' depends on your gnucash version 
as does its location. For 2.6.17 the filename will be saved-reports-2.4 and it 
will be stored in DOT_GNUCASH_DIR as described for your OS (which you haven't 
provided yet) under
https://wiki.gnucash.org/wiki/Configuration_Locations#DOT_GNUCASH_DIR

For GnuCash 3.0 and up the file will be in 
https://wiki.gnucash.org/wiki/Configuration_Locations#GNC_DATA_HOME for your 
OS. GnuCash will look for a file named saved-reports-2.8 first in there and if 
missing it will try to open saved-reports-2.4 in the same directory.

As for updates, if you update gnucash from 2.6.x to 3.x it will copy these 
saved reports from the old location to the new one for you, but only if the 
new location didn't exist yet! So if you ran tests on your new PC with only 
3.x and then install 2.6.x on that system, the migration will not run again 
after upgrading to 3.x. If you want to force the migration, you should move 
the https://wiki.gnucash.org/wiki/Configuration_Locations#GNC_DATA_HOME
directory aside before running gnucash 3.x.

Regards,

Geert

> -Original Message-
> From: John Ralls 
> Sent: Tuesday, March 19, 2019 10:43 AM
> To: rmom...@gmail.com
> Cc: GnuCash 
> Subject: Re: [GNC] Saved report configurations
> 
> > On Mar 19, 2019, at 9:33 AM,  
> 
> wrote:
> > Where are the saved report configurations kept. Apparently they are
> > not part of the GnuCash data file. I installed vs 3.4 on another
> > computer to test it and opened the data file transferred via USB. The
> > saved report configurations are not there. Found one file that may be
> > where they are stored, same name as the data file with the extension
> > .LCK
> 
> It depends on what operating system and GnuCash version, see
> https://wiki.gnucash.org/wiki/Configuration_Locations.
> 
> Regards,
> John Ralls
> 
> ___
> 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.




___
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.

Re: [GNC] Saved report configurations

[John Ralls]

The filename is "saved-reports-2.6" in 2.6.17 and unless you're on a Mac it 
will be in $HOME/.gnucash. Running GnuCash will migrate everything in that 
directory to its new home and make any necessary format upgrades (for example, 
that file's name gets changed to "saved-reports-2.8") as long as the new 
location doesn't already exist. If you've already run GnuCash 3.4 it will, so 
you should delete that directory after copying in $HOME/.gnucash and before 
restarting GnuCash 3.4.

Regards,
John Ralls


> On Mar 19, 2019, at 10:08 AM,   wrote:
> 
> Version 2.6.17
> 
> I looked at the wiki and am not sure where to start. If possible, just need
> to know:
> 
> What is the name of the file where the saved report configurations are
> stored? 
> Should those saved configurations be available when I update versions?
> 
> Thanks,
> Roger
> 
> -Original Message-
> From: John Ralls  
> Sent: Tuesday, March 19, 2019 10:43 AM
> To: rmom...@gmail.com
> Cc: GnuCash 
> Subject: Re: [GNC] Saved report configurations
> 
> 
> 
>> On Mar 19, 2019, at 9:33 AM,  
> wrote:
>> 
>> Where are the saved report configurations kept. Apparently they are 
>> not part of the GnuCash data file. I installed vs 3.4 on another 
>> computer to test it and opened the data file transferred via USB. The 
>> saved report configurations are not there. Found one file that may be 
>> where they are stored, same name as the data file with the extension 
>> .LCK
> 
> It depends on what operating system and GnuCash version, see
> https://wiki.gnucash.org/wiki/Configuration_Locations.
> 
> Regards,
> John Ralls
> 

___
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.

Re: [GNC] Saved report configurations

[Maf. King]

On Tuesday, 19 March 2019 17:08:29 GMT rmom...@gmail.com wrote:
> Version 2.6.17
> 
> I looked at the wiki and am not sure where to start. If possible, just need
> to know:
> 
> What is the name of the file where the saved report configurations are
> stored?

saved-reports-2.4  ( I think)  In a folder that depends on you OS - use the 
wiki to figure out what GNC_DATA_HOME is for you.

> Should those saved configurations be available when I update versions?

Yes.

> 
> Thanks,
> Roger
> 
> -Original Message-
> From: John Ralls 
> Sent: Tuesday, March 19, 2019 10:43 AM
> To: rmom...@gmail.com
> Cc: GnuCash 
> Subject: Re: [GNC] Saved report configurations
> 
> > On Mar 19, 2019, at 9:33 AM,  
> 
> wrote:
> > Where are the saved report configurations kept. Apparently they are
> > not part of the GnuCash data file. I installed vs 3.4 on another
> > computer to test it and opened the data file transferred via USB. The
> > saved report configurations are not there. Found one file that may be
> > where they are stored, same name as the data file with the extension
> > .LCK
> 
> It depends on what operating system and GnuCash version, see
> https://wiki.gnucash.org/wiki/Configuration_Locations.
> 
> Regards,
> John Ralls
> 
> ___
> 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.


-- 
Maf. King
PGP Key fingerprint = 8D68 A91F 733B 2C1F 43B7  2B7C E591 E8E1 0DE7 C542





___
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.

Re: [GNC] Saved report configurations

[rmomxtx]

Version 2.6.17

I looked at the wiki and am not sure where to start. If possible, just need
to know:

What is the name of the file where the saved report configurations are
stored? 
Should those saved configurations be available when I update versions?

Thanks,
Roger

-Original Message-
From: John Ralls  
Sent: Tuesday, March 19, 2019 10:43 AM
To: rmom...@gmail.com
Cc: GnuCash 
Subject: Re: [GNC] Saved report configurations



> On Mar 19, 2019, at 9:33 AM,  
wrote:
> 
> Where are the saved report configurations kept. Apparently they are 
> not part of the GnuCash data file. I installed vs 3.4 on another 
> computer to test it and opened the data file transferred via USB. The 
> saved report configurations are not there. Found one file that may be 
> where they are stored, same name as the data file with the extension 
> .LCK

It depends on what operating system and GnuCash version, see
https://wiki.gnucash.org/wiki/Configuration_Locations.

Regards,
John Ralls

___
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.

Re: [GNC] Saved report configurations

[John Ralls]

> On Mar 19, 2019, at 9:33 AM,   wrote:
> 
> Where are the saved report configurations kept. Apparently they are not part
> of the GnuCash data file. I installed vs 3.4 on another computer to test it
> and opened the data file transferred via USB. The saved report
> configurations are not there. Found one file that may be where they are
> stored, same name as the data file with the extension .LCK

It depends on what operating system and GnuCash version, see 
https://wiki.gnucash.org/wiki/Configuration_Locations.

Regards,
John Ralls
___
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.

[GNC] Saved report configurations

[rmomxtx]

Where are the saved report configurations kept. Apparently they are not part
of the GnuCash data file. I installed vs 3.4 on another computer to test it
and opened the data file transferred via USB. The saved report
configurations are not there. Found one file that may be where they are
stored, same name as the data file with the extension .LCK

 

Thanks,

Roger 

___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Thomas Forrester]

Hi Geert,

I located the trace files.  Not sure why, if they are such a valuable
diagnostic tool, that they are stored in the AppData Temp folder.  I also
found that every report I've looked at since upgrading to 3.x has a
corresponding html file in that Temp folder, too.  It might be worth
reconsidering the location for those files along with a retention
schedule.  But anyway...

Oh, and another suggestion - the trace file should have a version stamp,
not just a time stamp.  I can't really tell the exact point at which I
upgraded by just the time stamp.  I believe it was early in the day on
either Tuesday or Wednesday of this week, but a version stamp would
completely eliminate doubt.

I only have 13 trace files dated from 2018.06.04 to today, 2018.06.08.
These dates to include the upgrade from 2.?.19 to 3.0-118-gd2ef5fd0f+
(2018-04-28)

The vast majority of trace files only say:
* 05:58:17  WARN  Could not spawn perl: Failed to execute
child process (No such file or directory)

One of them pre-upgrade (I'm pretty sure) says:
* 06:30:48  WARN  Could not spawn perl: Failed to execute
child process (No such file or directory)
* 06:31:40  WARN  Could not find the icon 'gtk-file'. The 'hicolor'
theme
was not found either, perhaps you need to install it.
You can get a copy from:
http://icon-theme.freedesktop.org/releases

>From the morning of Wed 2018.06.06 which may be the time of upgrade:
* 06:25:32  WARN  Could not spawn perl: Failed to execute
child process (No such file or directory)
* 06:44:17  WARN  Could not locate file AUTHORS
* 06:44:17  WARN  Could not locate file DOCUMENTERS
* 06:44:17  WARN  Could not locate file LICENSE
* 07:07:15  CRIT  [gnc_ui_file_access_response_cb()] Invalid
response

The very next trace file, after I accidentally left the program running all
day says:
* 10:36:13  WARN  Could not spawn perl: Failed to execute
child process (No such file or directory)
* 18:45:07  CRIT 
[GncDbiSqlConnection::begin_transaction()] BEGIN transaction failed()
* 18:45:07  CRIT  [GncSqlBackend::commit()]
begin_transaction failed

The one that was apparently created just now when I started the program
says:
* 06:11:57  WARN  Could not spawn perl: Failed to execute
child process (No such file or directory)
* 06:15:05  CRIT  [gnc_ui_file_access_response_cb()] Invalid
response


There was no popup about moving metadata following the upgrade.

I never experimented with the dev series.

I will re-check the release notes, but as I upgraded to 3.1.x, hopefully I
just skipped over any earlier 3.0 issues.

Thanks!

On Thu, Jun 7, 2018 at 10:01 AM Geert Janssens 
wrote:

> Op donderdag 7 juni 2018 16:48:11 CEST schreef Thomas Forrester:
> > Hi Geert,
> >
> > The old saved-reports-2.4 file was found in the  %USER%\.gnucash folder.
> > None of the 3.-variations you mention apply here.
> >
> > When I located the 2.4 file, I backed up the new 2.8 file to take it
> > completely out of the picture, then copied the 2.4 file over to
> > %APPDATA%\GnuCash
> > to see what would happen.  If nothing, I figured I'd rename the file from
> > 2.4 to 2.8, but it worked with the 2.4 name.  Is this alright?  Will it
> > cause problems later?  Is there a better way?
> >
> No. That is what the migration should have done as well.
>
> >  When I upgraded to 3.x,
> > that is the environment it found itself upgrading.
>
> Ok, do you think you could still find the trace file gnucash generated the
> first time you started gnucash 3.x ? Where to find trace files is
> described
> here: http://wiki.gnucash.org/wiki/Tracefile
>
> Secondly, the first time you ran gnucash 3.x did you get a pop up window
> explaining you your metadata was being moved to a new location ?
>
> And lastly, did you ever experiment with the 2.7 development series on
> your
> current machine ?
>
> >
> > I'm slipping out of scope on the OP topic here, but (in the Windows
> > environment, if that matters) what is the best practice for data storage?
> > Am I setting myself up for problems using MySQL?  Has my use of MySQL
> > contributed to the missing report situation on upgrade to 3.x?
> >
> Xml is still considered the most stable format in general. That is
> independent
> of your OS. On the other hand the db formats are improving with each
> release.
> We did find a few issues in gnucash 3.0 and 3.1 in this area. So be sure
> to
> read the release notes for more details.
>
> Regards
>
> Geert
>
>
>
___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Geert Janssens]

Op donderdag 7 juni 2018 16:48:11 CEST schreef Thomas Forrester:
> Hi Geert,
> 
> The old saved-reports-2.4 file was found in the  %USER%\.gnucash folder.
> None of the 3.-variations you mention apply here.
> 
> When I located the 2.4 file, I backed up the new 2.8 file to take it
> completely out of the picture, then copied the 2.4 file over to
> %APPDATA%\GnuCash
> to see what would happen.  If nothing, I figured I'd rename the file from
> 2.4 to 2.8, but it worked with the 2.4 name.  Is this alright?  Will it
> cause problems later?  Is there a better way?
> 
No. That is what the migration should have done as well.

>  When I upgraded to 3.x,
> that is the environment it found itself upgrading.

Ok, do you think you could still find the trace file gnucash generated the 
first time you started gnucash 3.x ? Where to find trace files is described 
here: http://wiki.gnucash.org/wiki/Tracefile

Secondly, the first time you ran gnucash 3.x did you get a pop up window 
explaining you your metadata was being moved to a new location ?

And lastly, did you ever experiment with the 2.7 development series on your 
current machine ?

> 
> I'm slipping out of scope on the OP topic here, but (in the Windows
> environment, if that matters) what is the best practice for data storage?
> Am I setting myself up for problems using MySQL?  Has my use of MySQL
> contributed to the missing report situation on upgrade to 3.x?
> 
Xml is still considered the most stable format in general. That is independent 
of your OS. On the other hand the db formats are improving with each release. 
We did find a few issues in gnucash 3.0 and 3.1 in this area. So be sure to 
read the release notes for more details.

Regards

Geert


___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Thomas Forrester]

Hi Geert,

The old saved-reports-2.4 file was found in the  %USER%\.gnucash folder.
None of the 3.-variations you mention apply here.

When I located the 2.4 file, I backed up the new 2.8 file to take it
completely out of the picture, then copied the 2.4 file over to
%APPDATA%\GnuCash
to see what would happen.  If nothing, I figured I'd rename the file from
2.4 to 2.8, but it worked with the 2.4 name.  Is this alright?  Will it
cause problems later?  Is there a better way?

A little history on this installation.
I'm not sure I'd remember the initial installed version, but it was back in
the fall of 2016 when I installed GnuCash on Windows in whatever manner the
installer prescribed as the standard install.  I LOVE the true double entry
accounting GnuCash allows over the typical one-sided manner in which most
financial programs (e.g., Quicken, et al) provide.  My only disappointment
has been in the reporting formats.  Not so much what is in the reports or
the ability to customize them; that's all perfectly acceptable.  It's the
overall report styling.  I don't understand why on the Income Statement,
for instance, there's a small font "Net Income for Period" line following a
large, bold "Total Expenses" line.  The formatting is whack, and I just
don't see an easy way to correct it or any resources to teach me how. (Know
of any?  Please share!)  That got me thinking that, since MySQL was an
option, I could just ODBC in with Microsoft Access and potentially use it's
report writer to generate prettier reports than I know how to make within
GnuCash.  I never really got to report designing in Access, but it sure got
me over some initial reconciliation pains!  But regardless, and for better
or worse, I left the backend for GnuCash as MySQL.  When I upgraded to 3.x,
that is the environment it found itself upgrading.

I'm slipping out of scope on the OP topic here, but (in the Windows
environment, if that matters) what is the best practice for data storage?
Am I setting myself up for problems using MySQL?  Has my use of MySQL
contributed to the missing report situation on upgrade to 3.x?

Thanks,
Tom




On Thu, Jun 7, 2018 at 3:09 AM Geert Janssens 
wrote:

> Op donderdag 7 juni 2018 05:38:47 CEST schreef Mike Churchill via gnucash-
> user:
> > Ok Tom.  Good to hear you were successful.  I wondered about the 2.8
> also,
> > but it seems to be the right file.  Mike
> >
> The 2.8 version is a small oversight. It was decided fairly late in the
> last
> development cycle to name the next big release 3.0. Before that we were
> aiming
> for 2.8 as a natural follow up for 1.8->2.0->2.2->2.4->2.6.
>
> The release numbering scheme was changed, but we omitted renaming the
> saved-
> reports file.
>
>
> Tom, out of curiosity: where did you find the old saved-reports-2.4 file ?
>
> Normally gnucash does migrate the metadata to %APPDATA%\GnuCash on the
> first
> time you run a gnucash 3.x version from %USER%\.gnucash.
>
> I can imagine a few situations where that won't happen:
> 1. %APPDATA%\GnuCash already exists
> 2. Can't create %APPDATA%\GnuCash (in which case the trace file should
> have a
> warning)
> 3. %USER%\.gnucash doesn't exist
>
> A variation of 3. can be that you changed the HOME variable in the gnucash
> environment file or you have set GNC_DOT_DIR to point to another directory.
>
> In those cases the migration will never happen and the user should do this
> manually.
>
> Geert
>
>
>
___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Geert Janssens]

Op donderdag 7 juni 2018 05:38:47 CEST schreef Mike Churchill via gnucash-
user:
> Ok Tom.  Good to hear you were successful.  I wondered about the 2.8 also,
> but it seems to be the right file.  Mike
> 
The 2.8 version is a small oversight. It was decided fairly late in the last 
development cycle to name the next big release 3.0. Before that we were aiming 
for 2.8 as a natural follow up for 1.8->2.0->2.2->2.4->2.6.

The release numbering scheme was changed, but we omitted renaming the saved-
reports file.


Tom, out of curiosity: where did you find the old saved-reports-2.4 file ?

Normally gnucash does migrate the metadata to %APPDATA%\GnuCash on the first 
time you run a gnucash 3.x version from %USER%\.gnucash.

I can imagine a few situations where that won't happen:
1. %APPDATA%\GnuCash already exists
2. Can't create %APPDATA%\GnuCash (in which case the trace file should have a 
warning)
3. %USER%\.gnucash doesn't exist

A variation of 3. can be that you changed the HOME variable in the gnucash 
environment file or you have set GNC_DOT_DIR to point to another directory.

In those cases the migration will never happen and the user should do this 
manually.

Geert


___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Mike Churchill via gnucash-user]

Ok Tom.  Good to hear you were successful.  I wondered about the 2.8 also, but 
it seems to be the right file.  Mike


Sent from my Verizon 4G LTE smartphone

 Original message 
From: Thomas Forrester  
Date: 6/6/18  5:24 PM  (GMT-08:00) 
To: mjchurc...@aol.com 
Cc: gnucash-user@gnucash.org 
Subject: Re: [GNC] Saved Report Configurations Missing After Upgrade to v3 

Thanks Michael,
I created a test report and found a new file in the AppData folder for GnuCash 
called saved-reports-2.8 which I find odd since this is v3.  Nevertheless the 
file is new and, looking at it in a text editor, it contains the definition for 
the test report I just created.  I had to do a search of my entire hard drive, 
but found a file similarly called saved-reports-2.4.  I backed up the 2.8 
version and just copied the 2.4 versions into the new folder and the reports 
automagically reappeared.  
I appreciate your good suggestions.
Tom


On Wed, Jun 6, 2018 at 11:28 AM Michael  wrote:
Haven't tried 3.1 on windows.  What I did to find the new folder on linux was 
to save a report config and search for the file which was saved_reports2.8 or 
something like that.  The old reports were still where 2.6.xx put them.  Moved 
them to the new location and renamed them to the 2.8 file name and the old 
reports worked.  Don't know if any of that helps in windows, but it's not as 
simple as I thought it would be.  Mike
On Wed, Jun 6, 2018 at 8:37 AM, Thomas Forrester  wrote:
Sorry, I should have said that I am on Windows.  
I can find the folder GnuCash created -  AppData\Roaming\GnuCash, but I don't 
see report definitions there.  Not sure what they are called either, but 
nothing stands out as a report definition.  Perhaps they are stored in the data 
file/database?  But regardless, I have no saved report configurations.  
I'd really like them back!
Thanks.
On Wed, Jun 6, 2018 at 9:46 AM Michael  wrote:
I found them to be at /home/user_name/.local/share/gnucash.  This was on 
archlabs (linux).  Mike
On Wed, Jun 6, 2018 at 4:50 AM, Thomas Forrester  wrote:
I just now upgraded to 3.1.2 from 2.x.  Looking for my saved reports,
GnuCash tells me I have none.  Not true, at least before the upgrade anyway.

I am using MySQL as the database, and I did read that there have been
changes to the default data storage locations.  Not sure that's relevant
when using MySQL since it's a database not a file, but I also do not know
if the upgrade somehow tried to relocate stuff to the OS-appropriate
storage location?

Anyone else lose their reports and get them back?

Thanks.
___
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.


___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Thomas Forrester]

Thanks Michael,

I created a test report and found a new file in the AppData folder for
GnuCash called saved-reports-2.8 which I find odd since this is v3.
Nevertheless the file is new and, looking at it in a text editor, it
contains the definition for the test report I just created.  I had to do a
search of my entire hard drive, but found a file similarly called
saved-reports-2.4.  I backed up the 2.8 version and just copied the 2.4
versions into the new folder and the reports automagically reappeared.

I appreciate your good suggestions.

Tom



On Wed, Jun 6, 2018 at 11:28 AM Michael  wrote:

> Haven't tried 3.1 on windows.  What I did to find the new folder on linux
> was to save a report config and search for the file which was
> saved_reports2.8 or something like that.  The old reports were still where
> 2.6.xx put them.  Moved them to the new location and renamed them to the
> 2.8 file name and the old reports worked.  Don't know if any of that helps
> in windows, but it's not as simple as I thought it would be.  Mike
>
> On Wed, Jun 6, 2018 at 8:37 AM, Thomas Forrester 
> wrote:
>
> Sorry, I should have said that I am on Windows.
>
> I can find the folder GnuCash created -  AppData\Roaming\GnuCash, but I
> don't see report definitions there.  Not sure what they are called either,
> but nothing stands out as a report definition.  Perhaps they are stored in
> the data file/database?  But regardless, I have no saved report
> configurations.
>
> I'd really like them back!
>
> Thanks.
>
> On Wed, Jun 6, 2018 at 9:46 AM Michael  wrote:
>
>> I found them to be at /home/user_name/.local/share/gnucash.  This was on
>> archlabs (linux).  Mike
>>
>> On Wed, Jun 6, 2018 at 4:50 AM, Thomas Forrester 
>> wrote:
>>
>> I just now upgraded to 3.1.2 from 2.x. Looking for my saved reports,
>> GnuCash tells me I have none. Not true, at least before the upgrade anyway.
>> I am using MySQL as the database, and I did read that there have been
>> changes to the default data storage locations. Not sure that's relevant
>> when using MySQL since it's a database not a file, but I also do not know
>> if the upgrade somehow tried to relocate stuff to the OS-appropriate
>> storage location? Anyone else lose their reports and get them back? Thanks.
>> ___ 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.
>>
>>
___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Michael via gnucash-user]

Haven't tried 3.1 on windows.  What I did to find the new folder on 
linux was to save a report config and search for the file which was 
saved_reports2.8 or something like that.  The old reports were still 
where 2.6.xx put them.  Moved them to the new location and renamed them 
to the 2.8 file name and the old reports worked.  Don't know if any of 
that helps in windows, but it's not as simple as I thought it would be. 
Mike


On Wed, Jun 6, 2018 at 8:37 AM, Thomas Forrester 
 wrote:

Sorry, I should have said that I am on Windows.

I can find the folder GnuCash created -  AppData\Roaming\GnuCash, but 
I don't see report definitions there.  Not sure what they are called 
either, but nothing stands out as a report definition.  Perhaps they 
are stored in the data file/database?  But regardless, I have no 
saved report configurations.


I'd really like them back!

Thanks.

On Wed, Jun 6, 2018 at 9:46 AM Michael  wrote:
I found them to be at /home/user_name/.local/share/gnucash.  This 
was on archlabs (linux).  Mike


On Wed, Jun 6, 2018 at 4:50 AM, Thomas Forrester 
 wrote:
I just now upgraded to 3.1.2 from 2.x.  Looking for my saved 
reports,
GnuCash tells me I have none.  Not true, at least before the 
upgrade anyway.


I am using MySQL as the database, and I did read that there have 
been
changes to the default data storage locations.  Not sure that's 
relevant
when using MySQL since it's a database not a file, but I also do 
not know

if the upgrade somehow tried to relocate stuff to the OS-appropriate
storage location?

Anyone else lose their reports and get them back?

Thanks.
___
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.

___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Thomas Forrester]

Sorry, I should have said that I am on Windows.

I can find the folder GnuCash created -  AppData\Roaming\GnuCash, but I
don't see report definitions there.  Not sure what they are called either,
but nothing stands out as a report definition.  Perhaps they are stored in
the data file/database?  But regardless, I have no saved report
configurations.

I'd really like them back!

Thanks.

On Wed, Jun 6, 2018 at 9:46 AM Michael  wrote:

> I found them to be at /home/user_name/.local/share/gnucash.  This was on
> archlabs (linux).  Mike
>
> On Wed, Jun 6, 2018 at 4:50 AM, Thomas Forrester 
> wrote:
>
> I just now upgraded to 3.1.2 from 2.x. Looking for my saved reports,
> GnuCash tells me I have none. Not true, at least before the upgrade anyway.
> I am using MySQL as the database, and I did read that there have been
> changes to the default data storage locations. Not sure that's relevant
> when using MySQL since it's a database not a file, but I also do not know
> if the upgrade somehow tried to relocate stuff to the OS-appropriate
> storage location? Anyone else lose their reports and get them back? Thanks.
> ___ 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.
>
>
___
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.

Re: [GNC] Saved Report Configurations Missing After Upgrade to v3

[Michael via gnucash-user]

I found them to be at /home/user_name/.local/share/gnucash.  This was 
on archlabs (linux).  Mike


On Wed, Jun 6, 2018 at 4:50 AM, Thomas Forrester 
 wrote:

I just now upgraded to 3.1.2 from 2.x.  Looking for my saved reports,
GnuCash tells me I have none.  Not true, at least before the upgrade 
anyway.


I am using MySQL as the database, and I did read that there have been
changes to the default data storage locations.  Not sure that's 
relevant
when using MySQL since it's a database not a file, but I also do not 
know

if the upgrade somehow tried to relocate stuff to the OS-appropriate
storage location?

Anyone else lose their reports and get them back?

Thanks.
___
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.

___
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.

[GNC] Saved Report Configurations Missing After Upgrade to v3

[Thomas Forrester]

I just now upgraded to 3.1.2 from 2.x.  Looking for my saved reports,
GnuCash tells me I have none.  Not true, at least before the upgrade anyway.

I am using MySQL as the database, and I did read that there have been
changes to the default data storage locations.  Not sure that's relevant
when using MySQL since it's a database not a file, but I also do not know
if the upgrade somehow tried to relocate stuff to the OS-appropriate
storage location?

Anyone else lose their reports and get them back?

Thanks.
___
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.