On 11/14/2024 9:34 PM, R Losey wrote:
I'm glad your accounts are there with your data.

As other people noted, the Saved Reports are not stored with the saved
data; they are part of the user configuration.

I think we should keep in mind that there are two (rather different) meanings for which the term "saved reports" can be applied.

a) Our regular repeated reports. We might have a tab left open for these (for rerunning them) but have a series going back into the past of the same report but previous running of it. For example, Balance Sheet (as of date X, as of date Y, as of date Z, etc.)

b) Reports which I will call special. We have made modifications to exclude accounts, etc. Of course these too might have a series of previous running of them (as in "a")

For case "a", after running (for date W) I would be saving BUT not within gnucash. In other words, after running I would export it. I would have a directory (folder) with a name like "saved reports" and within that folders (directories) like "Balance Sheets", "Revenue Statements", etc, So that I could tell them apart, would make date part of the file name (so might be BalanceSheet20241115 if run today). So yes you would be moving a directory like that when moving to a new computer, but not as part of moving gnucash but as part of moving ALL data directories.

For case "b", besides saving specific runs of a report like above I would want a saved version within gnucash if not used so often as to deserve an open tab. That is to save all those modifications, what accounts included, etc.

In other words, I would save WITHIN gnucash ONE version of each report I use and save outside of gnucash previous runs of each of these reports.

Michael D Novack


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