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 <mahon.fin...@neuf.fr> 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 <mahon.fin...@neuf.fr> 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.
