Re: [GNC] Can one save report option defaults?

[Adrien Monteleone]

I use this method for a monthly P for a running 'at a glance' when I 
want it. Since the report is set to reference dates (start/end of this 
month) rather than specific dates, I don't have to change any options. 
It just rolls over to the new month when the date changes.


Regards,
Adrien

On 5/5/22 9:32 AM, Michael or Penny Novack wrote:



I find I nearly always change the same five or six report options
every time I want a new report.  For example I nearly always want to
select all accounts (at least initially) and I want the secondary sort
key to be Date.

Is there any way I can set up GnuCash so the report options always
start with the values I want?


No there is not unfortunately.


If the report is still open (tab) it will be the last way you ran it.

Thus if I am running an "Income Statement" or "Balance Sheet" there a 
while bunch of options I want to remain the same and a few, maybe just 
the dates or date (for those two reports respectively) that I will 
always want to change. So I go to the tab for that report and use edit 
=> report options and just change the date. The rest of my non default 
selections are still there.


What report specifically are you have the problem of options not 
"sticking" if the report was left open << of course if you closed it and 
are opening a fresh report, will all be default >>



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Re: [GNC] Can one save report option defaults?

[john]

> On May 4, 2022, at 7:49 AM, Chris Green  wrote:
> 
> On Wed, May 04, 2022 at 09:36:19AM -0500, David Carlson wrote:
>> On Wed, May 4, 2022 at 9:32 AM Chris Green  wrote:
>> 
>>> I find I nearly always change the same five or six report options
>>> every time I want a new report.  For example I nearly always want to
>>> select all accounts (at least initially) and I want the secondary sort
>>> key to be Date.
>>> 
>>> Is there any way I can set up GnuCash so the report options always
>>> start with the values I want?
>>> 
>> At the top of the report there is a button labelled "Save Config/"
>> 
> Yes, I know that.  However it only saves the settings for one report
> and when you retrieve it you get exactly the report you saved.  What I
> want is to be able to save the more general report settings so that
> whenever I open a new report I get those settings.
> 
> There's already a few things that can be configured 'system wide' in
> Edit->Preferences->Reports, for example you can set the default
> currency for *every* report there.  I'd like to be able to set more
> things like this so that they apply to every report. Then I won't have
> to set/unset the same half-dozen or so things I have to change every
> time I create a new report.  The problem is that I sometimes forget
> some of them! :-)


The report option defaults are hard-coded in the report code. That design makes 
it impractical to add a lot of customizations to the preferences system. The 
route to custom report option defaults is custom reports: You can copy those 
files (in the sources in gnucash/report/reports/standard) edit the defaults to 
your liking and install them as custom reports, see 
https://wiki.gnucash.org/wiki/Custom_Reports 
 for detailed instructions.

But you can also get there with saved configurations too, because you can open 
a saved configuration, change some options, and save that as a new saved 
configuration. You'll need to work out a naming convention if you have a lot of 
them so that you can easily find the one you want in the saved config dialog.

Regards,
John Ralls

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Re: [GNC] Can one save report option defaults?

[Michael or Penny Novack]

I find I nearly always change the same five or six report options
every time I want a new report.  For example I nearly always want to
select all accounts (at least initially) and I want the secondary sort
key to be Date.

Is there any way I can set up GnuCash so the report options always
start with the values I want?


No there is not unfortunately.


If the report is still open (tab) it will be the last way you ran it.

Thus if I am running an "Income Statement" or "Balance Sheet" there a 
while bunch of options I want to remain the same and a few, maybe just 
the dates or date (for those two reports respectively) that I will 
always want to change. So I go to the tab for that report and use edit 
=> report options and just change the date. The rest of my non default 
selections are still there.


What report specifically are you have the problem of options not 
"sticking" if the report was left open << of course if you closed it and 
are opening a fresh report, will all be default >>


Michael D Novack


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Re: [GNC] Can one save report option defaults?

[Chris Green]

On Thu, May 05, 2022 at 01:29:28AM -0500, Adrien Monteleone wrote:
> On 5/4/22 9:31 AM, Chris Green wrote:
> > I find I nearly always change the same five or six report options
> > every time I want a new report.  For example I nearly always want to
> > select all accounts (at least initially) and I want the secondary sort
> > key to be Date.
> > 
> > Is there any way I can set up GnuCash so the report options always
> > start with the values I want?
> > 
> No there is not unfortunately.
> 
> I've seen it discussed and there is probably an RFE filed on it.
> 
OK, thanks Adrien, at least I know I haven't missed anything obvious
*and* other people have suggested it might be a good idea.

-- 
Chris Green
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Re: [GNC] Can one save report option defaults?

[Adrien Monteleone]

No there is not unfortunately.

I've seen it discussed and there is probably an RFE filed on it.

Regards,
Adrien

On 5/4/22 9:31 AM, Chris Green wrote:

I find I nearly always change the same five or six report options
every time I want a new report.  For example I nearly always want to
select all accounts (at least initially) and I want the secondary sort
key to be Date.

Is there any way I can set up GnuCash so the report options always
start with the values I want?



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Re: [GNC] Can one save report option defaults?

[Chris Green]

On Wed, May 04, 2022 at 09:36:19AM -0500, David Carlson wrote:
> On Wed, May 4, 2022 at 9:32 AM Chris Green  wrote:
> 
> > I find I nearly always change the same five or six report options
> > every time I want a new report.  For example I nearly always want to
> > select all accounts (at least initially) and I want the secondary sort
> > key to be Date.
> >
> > Is there any way I can set up GnuCash so the report options always
> > start with the values I want?
> >
> At the top of the report there is a button labelled "Save Config/"
> 
Yes, I know that.  However it only saves the settings for one report
and when you retrieve it you get exactly the report you saved.  What I
want is to be able to save the more general report settings so that
whenever I open a new report I get those settings.

There's already a few things that can be configured 'system wide' in
Edit->Preferences->Reports, for example you can set the default
currency for *every* report there.  I'd like to be able to set more
things like this so that they apply to every report. Then I won't have
to set/unset the same half-dozen or so things I have to change every
time I create a new report.  The problem is that I sometimes forget
some of them! :-)

-- 
Chris Green
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Re: [GNC] Can one save report option defaults?

[David Carlson]

At the top of the report there is a button labelled "Save Config/"

On Wed, May 4, 2022 at 9:32 AM Chris Green  wrote:

> I find I nearly always change the same five or six report options
> every time I want a new report.  For example I nearly always want to
> select all accounts (at least initially) and I want the secondary sort
> key to be Date.
>
> Is there any way I can set up GnuCash so the report options always
> start with the values I want?
>
> --
> Chris Green
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-- 
David Carlson
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