Re: [GNC] hiding expense and income accounts with zero balances
I like the idea that options are shown automatically when a new report is opened from the Report menu and that they are not shown automatically when a previously opened report is restored (either because it was open in a tab still when gnucash last closed or when loading a saved report configuration). As you say in another reply, it's very rare a report's defaults are what you want. And in that case just clicking ok once to continue is only a small extra effort. Regards, Geert Op zaterdag 7 maart 2020 23:24:52 CET schreef Adrien Monteleone: > I’m one of those that leaves a few basic reports open at all times. (a YTD > P and MTD P, along with AR/AP aging) But I run other reports for > analysis fairly regularly. > > An option would be nice, but just switching the order would work well. > > Regards, > Adrien > > > On Mar 7, 2020 w10d67, at 3:56 PM, David H wrote: > > > > I think from memory there are also some users that leave report tabs open > > semi-permanently so that when they re-open Gnucash the report results are > > refreshed automatically. I guess I'm thinking that the options panel > > would only be displayed when the report tab is first opened so that it > > doesn't screw things up for users that leave reports open between Gnucash > > startups. Perhaps even an option in the Reports preferences that defaults > > to "Show report options when first run" or similar or "Always show report > > options when run" that is defaulted to true for new gnucash installs :-) > > > > Cheers David H. > > ___ > 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.
Re: [GNC] hiding expense and income accounts with zero balances
For starters, how do you have your accounting period defined in Preferences > Accounting Period? Second, make sure in Options > General for the report, the Start and End date are correct. I normally run with a calendar year accounting period, so the report for me was 12 months from jan20-dec20, as my start and end date were relative to my accounting period. (the default for this if not all reports) I explicitly set a start date on the report to 7/1/19 and end date of 6/30/20 and it gave me those 12 months. I then set it back to relative to the accounting period and set those dates as my explicit start and end of my Accounting Period in Preferences and reloaded the report. I received the same results. So it appears for me the report is working. After checking those settings does it work for you now? (note, the report is wide, and you’ll need to scroll to see it all) If not, what OS are you using? Regards, Adrien > On Mar 8, 2020 w11d68, at 8:37 AM, Ian D Henry wrote: > > Adrien, > > Thank you. I tried that report and it provided only the 6 months from 1Jan20 > to 30Jun20. The financial year for this account is 1Jul19 to 30Jun20. Can > you suggest why it did not make a 12 column report? > > Ian ___ 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.
Re: [GNC] hiding expense and income accounts with zero balances
I’m one of those that leaves a few basic reports open at all times. (a YTD P and MTD P, along with AR/AP aging) But I run other reports for analysis fairly regularly. An option would be nice, but just switching the order would work well. Regards, Adrien > On Mar 7, 2020 w10d67, at 3:56 PM, David H wrote: > > I think from memory there are also some users that leave report tabs open > semi-permanently so that when they re-open Gnucash the report results are > refreshed automatically. I guess I'm thinking that the options panel would > only be displayed when the report tab is first opened so that it doesn't > screw things up for users that leave reports open between Gnucash startups. > Perhaps even an option in the Reports preferences that defaults to "Show > report options when first run" or similar or "Always show report options when > run" that is defaulted to true for new gnucash installs :-) > > Cheers David H. ___ 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.
Re: [GNC] hiding expense and income accounts with zero balances
On 3/7/20 1:17 PM, David H wrote: > On Sun, 8 Mar 2020 at 04:22, Michael or Penny Novack < > stepbystepf...@comcast.net> wrote: > >> But there is some preliminary stuff you should know about the process. >> When you tell gnucash to produce the report, it will do so with default >> options. You then use Edit => Report Options to change the options that >> you want for this running of the report. In other words, the report has >> to exist before you choose options for it. A moment's thought should >> explain why you don't pick options and then open the report << how would >> gnucash know WHICH report you meant those options to apply to >> >> >> Michael D Novack >> >> >> > Michael, > > This has always seemed a bit arse about face to me. In my simple world the > report does exist as it's there in the menu items and I can select it and > run it. It's the report results that may or may not exist yet. It would > make a whole lot more sense for me personally to click on a report menu > item, have the options displayed at that point in time and for me to verify > the options and click OK to run the report at that point in time. It also > means that I wouldn't have to wait for the report to finish it's initial > run and then change the options to what I actually need :-) Newbies would > also benefit by actually seeing upfront what options are available. As you > can probably tell I don't run a lot of reports - I just use Gnucash for my > personal accounts and to track income/spending from a rental property. > > Cheers David H. Thinking back to when I was a new, it wasn't obvious that the Options menu entry was there on the report. The report ran and either was what I wanted or wasn't with little clue how to change it. If the options pop up first thing, then it would be obvious that there is a whole lot that could be configured on each report. Someday I may get around to entering that as an enhancement. --Steve -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ 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.
Re: [GNC] hiding expense and income accounts with zero balances
I think from memory there are also some users that leave report tabs open semi-permanently so that when they re-open Gnucash the report results are refreshed automatically. I guess I'm thinking that the options panel would only be displayed when the report tab is first opened so that it doesn't screw things up for users that leave reports open between Gnucash startups. Perhaps even an option in the Reports preferences that defaults to "Show report options when first run" or similar or "Always show report options when run" that is defaulted to true for new gnucash installs :-) Cheers David H. On Sun, 8 Mar 2020 at 07:37, Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > There are also reports that appear to display an error because some > options like account selection are required before any results can be > shown. While the ‘work around’ was to tell the user they needed to set > options, it may not be clear to the newbie what they need to do. But rather > than have some reports work one way than others, I like your idea of > throwing up the options screen first once a report *type* has been > selected. Advanced and/or seasoned users will more than likely be using > saved report configs anyway, but will also know to just hit ‘ok’ if they > know they want the defaults. It is rare I ever wants defaults now though, > and I don’t always want one of my saved configs. Having to run the report, > then open the options is just more clicks than necessary. It doesn’t save > me any time or clicks, and it doesn’t help newbies either. > > I’m not saying it has to be changed, but I’m liking the idea for now. > > Regards, > Adrien > > > On Mar 7, 2020 w10d67, at 3:17 PM, David H wrote: > > > > On Sun, 8 Mar 2020 at 04:22, Michael or Penny Novack < > > stepbystepf...@comcast.net> wrote: > > > >> But there is some preliminary stuff you should know about the process. > >> When you tell gnucash to produce the report, it will do so with default > >> options. You then use Edit => Report Options to change the options that > >> you want for this running of the report. In other words, the report has > >> to exist before you choose options for it. A moment's thought should > >> explain why you don't pick options and then open the report << how would > >> gnucash know WHICH report you meant those options to apply to >> > >> > >> Michael D Novack > >> > >> > >> > > Michael, > > > > This has always seemed a bit arse about face to me. In my simple world > the > > report does exist as it's there in the menu items and I can select it and > > run it. It's the report results that may or may not exist yet. It would > > make a whole lot more sense for me personally to click on a report menu > > item, have the options displayed at that point in time and for me to > verify > > the options and click OK to run the report at that point in time. It > also > > means that I wouldn't have to wait for the report to finish it's initial > > run and then change the options to what I actually need :-) Newbies would > > also benefit by actually seeing upfront what options are available. As > you > > can probably tell I don't run a lot of reports - I just use Gnucash for > my > > personal accounts and to track income/spending from a rental property. > > > > Cheers David H. > > > ___ > 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.
Re: [GNC] hiding expense and income accounts with zero balances
There are also reports that appear to display an error because some options like account selection are required before any results can be shown. While the ‘work around’ was to tell the user they needed to set options, it may not be clear to the newbie what they need to do. But rather than have some reports work one way than others, I like your idea of throwing up the options screen first once a report *type* has been selected. Advanced and/or seasoned users will more than likely be using saved report configs anyway, but will also know to just hit ‘ok’ if they know they want the defaults. It is rare I ever wants defaults now though, and I don’t always want one of my saved configs. Having to run the report, then open the options is just more clicks than necessary. It doesn’t save me any time or clicks, and it doesn’t help newbies either. I’m not saying it has to be changed, but I’m liking the idea for now. Regards, Adrien > On Mar 7, 2020 w10d67, at 3:17 PM, David H wrote: > > On Sun, 8 Mar 2020 at 04:22, Michael or Penny Novack < > stepbystepf...@comcast.net> wrote: > >> But there is some preliminary stuff you should know about the process. >> When you tell gnucash to produce the report, it will do so with default >> options. You then use Edit => Report Options to change the options that >> you want for this running of the report. In other words, the report has >> to exist before you choose options for it. A moment's thought should >> explain why you don't pick options and then open the report << how would >> gnucash know WHICH report you meant those options to apply to >> >> >> Michael D Novack >> >> >> > Michael, > > This has always seemed a bit arse about face to me. In my simple world the > report does exist as it's there in the menu items and I can select it and > run it. It's the report results that may or may not exist yet. It would > make a whole lot more sense for me personally to click on a report menu > item, have the options displayed at that point in time and for me to verify > the options and click OK to run the report at that point in time. It also > means that I wouldn't have to wait for the report to finish it's initial > run and then change the options to what I actually need :-) Newbies would > also benefit by actually seeing upfront what options are available. As you > can probably tell I don't run a lot of reports - I just use Gnucash for my > personal accounts and to track income/spending from a rental property. > > Cheers David H. ___ 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.
Re: [GNC] hiding expense and income accounts with zero balances
On Sun, 8 Mar 2020 at 04:22, Michael or Penny Novack < stepbystepf...@comcast.net> wrote: > But there is some preliminary stuff you should know about the process. > When you tell gnucash to produce the report, it will do so with default > options. You then use Edit => Report Options to change the options that > you want for this running of the report. In other words, the report has > to exist before you choose options for it. A moment's thought should > explain why you don't pick options and then open the report << how would > gnucash know WHICH report you meant those options to apply to >> > > Michael D Novack > > > Michael, This has always seemed a bit arse about face to me. In my simple world the report does exist as it's there in the menu items and I can select it and run it. It's the report results that may or may not exist yet. It would make a whole lot more sense for me personally to click on a report menu item, have the options displayed at that point in time and for me to verify the options and click OK to run the report at that point in time. It also means that I wouldn't have to wait for the report to finish it's initial run and then change the options to what I actually need :-) Newbies would also benefit by actually seeing upfront what options are available. As you can probably tell I don't run a lot of reports - I just use Gnucash for my personal accounts and to track income/spending from a rental property. Cheers David H. ___ 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.
Re: [GNC] hiding expense and income accounts with zero balances
> On Mar 7, 2020 w10d67, at 10:57 AM, Stephen M. Butler wrote: > > On 3/7/20 8:13 AM, Ian D Henry wrote: >> >> 3 Has anyone produced an multi column Income report that lists the income >> and expense by month? > Nope. Experiment and tell us what you find. It is in the 3.8 experimental menu. Set period duration to ‘month’ in the Options > General tab. Regards, Adrien ___ 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.
Re: [GNC] hiding expense and income accounts with zero balances
On 3/7/2020 11:13 AM, Ian D Henry wrote: I am very new to Gnucash and I have not been able to find answers to questions which I think possible ought to have easy answers. 1 Is there a way to suppress display of accounts with a zero balance in the Balance Sheet and Income Statement? 2 How do I display either statement with a specific end date? For example, today is 7March and I want to provide reports as at 29February. The standard Income statement shows that it covers 1Jan20 to 30Jun20 and the Balance Sheet is at 30Jun20. The accounting year is 1Jul19 to 30Jun20. These two questions indicate a fundamental "new user" problem. A problem that goes deeper than just these two questions. For each gnucash report that you want to use, you should explore ALL of the report options available to you. It is not just that under options you will see THESE things that you want to change, but all sorts of other things you can specify. But there is some preliminary stuff you should know about the process. When you tell gnucash to produce the report, it will do so with default options. You then use Edit => Report Options to change the options that you want for this running of the report. In other words, the report has to exist before you choose options for it. A moment's thought should explain why you don't pick options and then open the report << how would gnucash know WHICH report you meant those options to apply to >> Michael D Novack ___ 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.
Re: [GNC] hiding expense and income accounts with zero balances
At Sat, 7 Mar 2020 11:13:07 -0500 Ian D Henry wrote: > > I am very new to Gnucash and I have not been able to find answers to > questions which I think possible ought to have easy answers. > > 1 Is there a way to suppress display of accounts with a zero balance in the > Balance Sheet and Income Statement? Should be a checkbox under Options (Accounts tab I think) > 2 How do I display either statement with a specific end date? For > example, today is 7March and I want to provide reports as at 29February. > The standard Income statement shows that it covers 1Jan20 to 30Jun20 and > the Balance Sheet is at 30Jun20. The accounting year is 1Jul19 to 30Jun20. This is under Options (General tab). > 3 Has anyone produced an multi column Income report that lists the income > and expense by month? > > Thank you in advance for your help. > > Ian > -- Robert Heller -- 978-544-6933 Cell: 413-658-7953 GV: 978-633-5364 Deepwoods Software-- Custom Software Services http://www.deepsoft.com/ -- Linux Administration Services hel...@deepsoft.com -- Webhosting Services ___ 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.
Re: [GNC] hiding expense and income accounts with zero balances
On 3/7/20 8:13 AM, Ian D Henry wrote: > I am very new to Gnucash and I have not been able to find answers to > questions which I think possible ought to have easy answers. > > 1 Is there a way to suppress display of accounts with a zero balance in the > Balance Sheet and Income Statement? Yes. Click on Options in top menu, then click on the Display tab, and click on the option to suppress accounts with zero balance. > 2 How do I display either statement with a specific end date? For > example, today is 7March and I want to provide reports as at 29February. > The standard Income statement shows that it covers 1Jan20 to 30Jun20 and > the Balance Sheet is at 30Jun20. The accounting year is 1Jul19 to 30Jun20. Change the report options in the general tab to specify the date(s) you want. Balance sheet will only have ending date. Income statement will have both beginning and ending dates. > 3 Has anyone produced an multi column Income report that lists the income > and expense by month? Nope. Experiment and tell us what you find. > > Thank you in advance for your help. > > Ian > --Steve -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ 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.
