Re: [GNC] Find via Report

2023-04-23 Thread Fred Tydeman
Thank you.  That worked.

On Sun, Apr 23, 2023 at 8:49 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> I got this to work with a Transaction Report.
>
> Options > Accounts > Accounts > (select desired Asset parent and its
> children)
>
> Options > Accounts > Filter Type > 'Include Transactions to/from Filter
> Accounts'
>
> Options > Accounts > Filter Accounts > (select Trading accounts and its
> children or desired subset thereof)
>
> *note, I didn't get the Options > Filter tab to work as I expected it
> to, but that might be by design - unsure.
>

That was what I was trying before and it did not work as expected.
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Re: [GNC] Find via Report

2023-04-23 Thread Adrien Monteleone

Fred,

I got this to work with a Transaction Report.

Options > Accounts > Accounts > (select desired Asset parent and its 
children)


Options > Accounts > Filter Type > 'Include Transactions to/from Filter 
Accounts'


Options > Accounts > Filter Accounts > (select Trading accounts and its 
children or desired subset thereof)


Options > Display > Account Name (checked)

Options > Display > Detail Level > One split per line

Those last two are optional but help at first to verify you got the 
correct results and may assist with sorting as well as being able to see 
the Trading splits individually.


You may or may not want to set your Options > General date range 
differently if you aren't getting expected results. I tested with the 
opening date of my book, just to make sure it worked.



*note, I didn't get the Options > Filter tab to work as I expected it 
to, but that might be by design - unsure.


Regards,
Adrien

On 4/23/23 12:21 PM, Fred Tydeman wrote:

I would like to search the accounts
   Assets:a:*-- 'a' and its children
for any splits that involve
   Trading:b:

It seems like a Transaction Report would do it,
but I have been unable to get that idea to work.


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[GNC] Find via Report

2023-04-23 Thread Fred Tydeman
I would like to search the accounts
  Assets:a:*-- 'a' and its children
for any splits that involve
  Trading:b:

It seems like a Transaction Report would do it,
but I have been unable to get that idea to work.
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