Michael, Date range is on the General tab of the Transaction report options and working as far as I can tell ???
Cheers David H. On Wed, 10 Feb 2021 at 18:39, Michael Hendry <hendry.mich...@gmail.com> wrote: > > On 8 Feb 2021, at 15:40, Michael Hendry <hendry.mich...@gmail.com> > wrote: > > > >> On 7 Feb 2021, at 18:22, Stephen M. Butler < > stephen.m.butle...@gmail.com> wrote: > >> > >> On 2/7/21 10:10 AM, Adrien Monteleone wrote: > >>> If you are treating members as 'customers' then you may have other > options. Otherwise, you'd have to go through the equally tedious task of > setting up sub-accounts for each member, or creating a saved report > configuration for each member. > >>> > >>> The Transaction Report does offer filtering capabilities that you can > use on a Memo field for that last option. > >>> > >>> Another alternative for a consolidated report might work: > >>> > >>> The Transaction Report also lets you sort by the Memo field, so if you > choose only the Gift Aid account, and the Memo starts with/contains only > the Member names, you might be able to get subtotals for each member. (if > that is what you are looking for) > >>> > >>> In either case, no need to filter date range for the account view > first, you'll do that in the report options. > > Date Range isn’t available when adjusting report options, as far as I can > see. > > >>> > >>> If you want individualized reports per member, then you can still use > that last option, but you'll need to save each as a Report Configuration > and just name it for each Member. Then run them one at a time as needed. > >> > >> What if the Memo field contains "Member: member last, first name" so > that the filter was on the leading "Member: " portion but you still sorted > by the Memo field. Wouldn't each break based on the remainder of that > field trigger a total line? In that way this would be just one report > without having to know if new members were added or removed. > >> > >> --Steve > > > > Thanks, Steve. > > > > I’ve tried just putting “M: “ in front of a few of the names in the memo > filed, sorting by memo field and then using Cmd-F to search for “M: “ > contained in the memo field, and that looks promising. > > > > The transaction report derived from this won’t produce sub-totals by > member, but the Gift Aid claim has to be itemised by date so that’s not a > huge problem. > > > > I’ll polish it and report back. > > > > Michael > > Confirming that this procedure allows me to produce a single report that > covers my needs, with each member’s Gift-Aid-claimable donations listed in > alphabetical order, and takes account of the fact that the Income:GA > account is the parent of several accounts which specify the nominated > destination for the donations, such as Income:GA:Foundation, > Income:GA:PolioPlus. > > 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 > 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.
