is a personal and small business finance application (documentation).
| ch_Reports.xml (gnucash-docs-4.12) | : | ch_Reports.xml (gnucash-docs-4.13) |
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| <sect1 id="report-intro"> | | <sect1 id="report-intro"> |
| <title>Introduction</title> | | <title>Introduction</title> |
| | |
| <para>Reports and Charts give &app; the ability to present an overview of fi
nancial data in various ways. | | <para>Reports and Charts give &app; the ability to present an overview of fi
nancial data in various ways. |
| This can range from a simple summary of account totals to an advanced port
folio view. This | | This can range from a simple summary of account totals to an advanced port
folio view. This |
| section will present an explanation of the main &app; reports and how to a
djust them. | | section will present an explanation of the main &app; reports and how to a
djust them. |
| </para> | | </para> |
| | |
| <para>To run a report or chart, click on the | | <para>To run a report or chart, click on the |
|
| <menuchoice> | | &gm.rep; |
| <guimenu>Reports</guimenu> | | |
| </menuchoice> | | |
| menu, then either select a report (it will open with standard options), or
click on | | menu, then either select a report (it will open with standard options), or
click on |
| <guibutton> Saved Report Configuration</guibutton> to select a report you
have previously | | <guibutton> Saved Report Configuration</guibutton> to select a report you
have previously |
| configured and saved. | | configured and saved. |
| </para> | | </para> |
| | |
| <para>Once the report has opened, click on the <emphasis>toolbar</emphasis>
button | | <para>Once the report has opened, click on the <emphasis>toolbar</emphasis>
button |
| <guibutton>Options</guibutton> to configure the report as needed, for exam
ple to set the | | <guibutton>Options</guibutton> to configure the report as needed, for exam
ple to set the |
| report date or select accounts. | | report date or select accounts. |
| </para> | | </para> |
| | |
| <tip> | | <tip> |
| <para>If you intend to save a report configuration, you should choose a na
med report date option such as | | <para>If you intend to save a report configuration, you should choose a na
med report date option such as |
| <emphasis>Today</emphasis> rather than enter a specific date so it is no
t necessary to enter | | <emphasis>Today</emphasis> rather than enter a specific date so it is no
t necessary to enter |
| a specific date again in future reports. | | a specific date again in future reports. |
| </para> | | </para> |
| </tip> | | </tip> |
| | |
| <tip> | | <tip> |
| <para>If you often run a report with a date as at the start or end of an a
ccounting period, set the | | <para>If you often run a report with a date as at the start or end of an a
ccounting period, set the |
| accounting period start and end dates in | | accounting period start and end dates in |
|
| <menuchoice> | | &mc.ed.pref; <guilabel>Buchführungsperioden</guilabel> |
| <guimenu>Edit</guimenu><guisubmenu>Preferences</guisubmenu> <guimenuit | | |
| em>Accounting | | |
| Period</guimenuitem> | | |
| </menuchoice> | | |
| then select appropriate report date options. See <xref linkend="prefs-ac
counting-period" />. | | then select appropriate report date options. See <xref linkend="prefs-ac
counting-period" />. |
| </para> | | </para> |
| </tip> | | </tip> |
| | |
| <tip> | | <tip> |
| <para>If you cannot find a specific report to suit your requirements, you
may be able to use the | | <para>If you cannot find a specific report to suit your requirements, you
may be able to use the |
| <guilabel>Find Transaction</guilabel> assistant ( | | <guilabel>Find Transaction</guilabel> assistant ( |
|
| <menuchoice> | | &mc.ed.find; |
| <guimenu>Edit</guimenu><guimenuitem>Find</guimenuitem> | | |
| </menuchoice> | | |
| ) to select a set of transactions, and then report them using | | ) to select a set of transactions, and then report them using |
|
| <menuchoice> | | &mc.rep.acct-rep; |
| <guimenu>Reports</guimenu> <guimenuitem>Account Report</guimenuitem> | | |
| </menuchoice> | | |
| . Further formatting or analysis may be done by copying and pasting the
report into a | | . Further formatting or analysis may be done by copying and pasting the
report into a |
| spreadsheet. | | spreadsheet. |
| </para> | | </para> |
| </tip> | | </tip> |
| | |
| <para>After you have configured a report, you can save the configuration for
future use by clicking either | | <para>After you have configured a report, you can save the configuration for
future use by clicking either |
| the <guibutton>Save Report Configuration</guibutton> or <guibutton>Save Re
port Configuration | | the <guibutton>Save Report Configuration</guibutton> or <guibutton>Save Re
port Configuration |
| As...</guibutton> button. | | As...</guibutton> button. |
| </para> | | </para> |
| | |
| | |
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| </para> | | </para> |
| | |
| <para>After a report configuration for a specific name has been saved, the
<guibutton>Save Report | | <para>After a report configuration for a specific name has been saved, the
<guibutton>Save Report |
| Configuration</guibutton> button will immediately update the saved repor
t configuration | | Configuration</guibutton> button will immediately update the saved repor
t configuration |
| without giving the opportunity to save the configuration with a new name
. Use the | | without giving the opportunity to save the configuration with a new name
. Use the |
| <guibutton>Save Report Configuration As...</guibutton> button to save th
e current report | | <guibutton>Save Report Configuration As...</guibutton> button to save th
e current report |
| configuration with a new name. | | configuration with a new name. |
| </para> | | </para> |
| | |
| <para>After your customized report has been saved, it is available for use
by the | | <para>After your customized report has been saved, it is available for use
by the |
|
| <menuchoice> | | &mc.rep.saved-rep-conf; |
| <guimenu>Reports</guimenu><guimenuitem>Saved Report Configurations</gu | | |
| imenuitem> | | |
| </menuchoice> | | |
| menu and it will also be listed when starting | | menu and it will also be listed when starting |
| <menuchoice> | | <menuchoice> |
| <guimenu>Reports</guimenu><guisubmenu>Sample & Custom</guisubmenu>
<guimenuitem>Custom | | <guimenu>Reports</guimenu><guisubmenu>Sample & Custom</guisubmenu>
<guimenuitem>Custom |
| Multicolumn Report</guimenuitem> | | Multicolumn Report</guimenuitem> |
| </menuchoice> | | </menuchoice> |
| . | | . |
| </para> | | </para> |
| </sect2> | | </sect2> |
| | |
| <sect2 id="report-working"> | | <sect2 id="report-working"> |
| <title>Working with Saved Report Configurations</title> | | <title>Working with Saved Report Configurations</title> |
| | |
| <para>Selecting | | <para>Selecting |
|
| <menuchoice> | | &mc.rep.saved-rep-conf; |
| <guimenu>Reports</guimenu><guimenuitem>Saved Report Configurations</gu | | |
| imenuitem> | | |
| </menuchoice> | | |
| will open a dialog window with the list of the <emphasis>Saved Report | | will open a dialog window with the list of the <emphasis>Saved Report |
| Configurations</emphasis> you have previously created. In this context <
emphasis>Saved | | Configurations</emphasis> you have previously created. In this context <
emphasis>Saved |
| Report Configurations</emphasis> means the set of customized settings fo
r standard reports. | | Report Configurations</emphasis> means the set of customized settings fo
r standard reports. |
| </para> | | </para> |
| | |
| <para>The <emphasis>Saved Report Configurations</emphasis> window lists ea
ch of your previously saved | | <para>The <emphasis>Saved Report Configurations</emphasis> window lists ea
ch of your previously saved |
| report configurations, and 3 small buttons at the end of each. These but
tons perform the | | report configurations, and 3 small buttons at the end of each. These but
tons perform the |
| following actions | | following actions |
| </para> | | </para> |
| | |
| | |
| skipping to change at line 248 | | skipping to change at line 235 |
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| <listitem> | | <listitem> |
| <para>Date Options: Reports typically specify either a single date, or
a date range, for the report. Dates | | <para>Date Options: Reports typically specify either a single date, or
a date range, for the report. Dates |
| can be specified in two ways, either directly (using the date select
or), or by selecting | | can be specified in two ways, either directly (using the date select
or), or by selecting |
| a relative date from the menu. Relative dates allow you to specify d
ates like | | a relative date from the menu. Relative dates allow you to specify d
ates like |
| <guilabel>Beginning of this year</guilabel> or <guilabel>Today</guil
abel>. | | <guilabel>Beginning of this year</guilabel> or <guilabel>Today</guil
abel>. |
| </para> | | </para> |
| | |
| <tip> | | <tip> |
| <para>If you often run a report with a date as at the start or end o
f an accounting period, set the | | <para>If you often run a report with a date as at the start or end o
f an accounting period, set the |
| accounting period start and end dates in | | accounting period start and end dates in |
|
| <menuchoice> | | &mc.ed.pref; <guilabel>Buchführungsperioden</guilabel> |
| <guimenu>Edit</guimenu> <guisubmenu>Preferences</guisubmenu> <gu | | |
| imenuitem>Accounting | | |
| Period</guimenuitem> | | |
| </menuchoice> | | |
| then select appropriate report date options. See | | then select appropriate report date options. See |
| <xref linkend="prefs-accounting-period" />. | | <xref linkend="prefs-accounting-period" />. |
| </para> | | </para> |
| </tip> | | </tip> |
| </listitem> | | </listitem> |
| | |
| <listitem> | | <listitem> |
| <para>Step Size: This option is used on bar charts to determine the in
terval which each bar represents. | | <para>Step Size: This option is used on bar charts to determine the in
terval which each bar represents. |
| Typical values are daily, weekly, monthly, and yearly. | | Typical values are daily, weekly, monthly, and yearly. |
| </para> | | </para> |
| | |
| skipping to change at line 296 | | skipping to change at line 280 |
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| calculated and included in a total. To make sure every account selec
ted is individually | | calculated and included in a total. To make sure every account selec
ted is individually |
| displayed, select <guibutton>All</guibutton>. | | displayed, select <guibutton>All</guibutton>. |
| </para> | | </para> |
| </listitem> | | </listitem> |
| | |
| <listitem> | | <listitem> |
| <para>Style Sheet: Select a Style Sheet. Style sheets control how repo
rts are displayed. At the moment, | | <para>Style Sheet: Select a Style Sheet. Style sheets control how repo
rts are displayed. At the moment, |
| there are four style sheets: <guilabel>Default</guilabel>, <guilabel
>Easy</guilabel>, | | there are four style sheets: <guilabel>Default</guilabel>, <guilabel
>Easy</guilabel>, |
| <guilabel>Footer</guilabel> and <guilabel>Technicolor</guilabel>. Yo
u can customize each | | <guilabel>Footer</guilabel> and <guilabel>Technicolor</guilabel>. Yo
u can customize each |
| of these from the | | of these from the |
|
| <menuchoice> | | &mc.ed.css; |
| <guimenu>Edit</guimenu><guimenuitem>Style Sheets...</guimenuitem> | | |
| </menuchoice> | | |
| menu item. This is described in the <xref linkend="change-style"></x
ref> | | menu item. This is described in the <xref linkend="change-style"></x
ref> |
| <!--Changing Style Sheets--> | | <!--Changing Style Sheets--> |
| section. | | section. |
| </para> | | </para> |
| </listitem> | | </listitem> |
| | |
| <listitem> | | <listitem> |
| <para>Plot Dimensions: There are width and height options for most cha
rts, which specify the displayed | | <para>Plot Dimensions: There are width and height options for most cha
rts, which specify the displayed |
| dimensions (in pixels). | | dimensions (in pixels). |
| </para> | | </para> |
| </listitem> | | </listitem> |
| | |
| <listitem> | | <listitem> |
| <para>Report Currency: Select the report currency. Generally, values w
ill be converted to this currency | | <para>Report Currency: Select the report currency. Generally, values w
ill be converted to this currency |
| for display. | | for display. |
| </para> | | </para> |
| | |
| <para>The default Report Currency is defined in | | <para>The default Report Currency is defined in |
|
| <menuchoice> | | &mc.ed.pref; |
| <guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem> | | |
| </menuchoice> | | |
| Reports tab. See <xref linkend="prefs-reports" />. | | Reports tab. See <xref linkend="prefs-reports" />. |
| </para> | | </para> |
| </listitem> | | </listitem> |
| | |
| <listitem> | | <listitem> |
| <para>Price Source: Select how stock and currency prices are calculate
d in this report. Choose between: | | <para>Price Source: Select how stock and currency prices are calculate
d in this report. Choose between: |
| <itemizedlist> | | <itemizedlist> |
| <listitem> | | <listitem> |
| <para>Nearest in time (default for most reports): A price retrie
ved from the prices database on the date | | <para>Nearest in time (default for most reports): A price retrie
ved from the prices database on the date |
| nearest to the date of the report or of the datum for time-ser
ies reports. | | nearest to the date of the report or of the datum for time-ser
ies reports. |
| | |
| skipping to change at line 3099 | | skipping to change at line 3079 |
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| merged into the <xref linkend="report-general"/>. | | merged into the <xref linkend="report-general"/>. |
| </para> | | </para> |
| </highlights> | | </highlights> |
| | |
| <important> | | <important> |
| <para>To get useful data, the user has to segregate <emphasis>taxable</e
mphasis> and <emphasis>non | | <para>To get useful data, the user has to segregate <emphasis>taxable</e
mphasis> and <emphasis>non |
| taxable</emphasis> income into different accounts, as well as | | taxable</emphasis> income into different accounts, as well as |
| <emphasis>deductible</emphasis> and <emphasis>non deductible</emphasis
> expenses. The user | | <emphasis>deductible</emphasis> and <emphasis>non deductible</emphasis
> expenses. The user |
| must also set the <guilabel>TXF category</guilabel> of each tax relate
d account. This can | | must also set the <guilabel>TXF category</guilabel> of each tax relate
d account. This can |
| be done by the <guimenuitem>Income Tax Information</guimenuitem> dialo
g, reachable by | | be done by the <guimenuitem>Income Tax Information</guimenuitem> dialo
g, reachable by |
|
| <menuchoice> | | &mc.ed.tax-rep-opt; |
| <guimenu><accel>E</accel>dit</guimenu><guimenuitem>Ta<accel>x</accel | | |
| > Report | | |
| Options</guimenuitem> | | |
| </menuchoice> | | |
| . Its usage is explained in <xref linkend="set-tax-options"></xref>. | | . Its usage is explained in <xref linkend="set-tax-options"></xref>. |
| </para> | | </para> |
| </important> | | </important> |
| | |
| <sect3 id="report-taxreport"> | | <sect3 id="report-taxreport"> |
| <title>US: Tax Schedule Report and <acronym>TXF</acronym> Export</title> | | <title>US: Tax Schedule Report and <acronym>TXF</acronym> Export</title> |
| | |
| <note> | | <note> |
| <para>This report is also visible, if no tax report for your region is
available in &app;. | | <para>This report is also visible, if no tax report for your region is
available in &app;. |
| </para> | | </para> |
| | |
| skipping to change at line 3173 | | skipping to change at line 3150 |
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| <title>Printing or Exporting Reports and Charts</title> | | <title>Printing or Exporting Reports and Charts</title> |
| | |
| <note> | | <note> |
| <para>Verify !!! How customize printing with Gnome? | | <para>Verify !!! How customize printing with Gnome? |
| </para> | | </para> |
| </note> | | </note> |
| | |
| <para>&app; is able to print reports and to export the reports to <acronym>H
TML</acronym> (web) pages. The | | <para>&app; is able to print reports and to export the reports to <acronym>H
TML</acronym> (web) pages. The |
| Print &app; Document dialog is accessed from the <guibutton>Print</guibutt
on> button on the | | Print &app; Document dialog is accessed from the <guibutton>Print</guibutt
on> button on the |
| <emphasis>toolbar</emphasis> or go to | | <emphasis>toolbar</emphasis> or go to |
|
| <menuchoice> | | &mc.fi.prin; |
| <guimenu>File</guimenu><guimenuitem>Print</guimenuitem> | | |
| </menuchoice> | | |
| in the menu. To Export a report to a web page (<acronym>HTML</acronym>) se
lect the | | in the menu. To Export a report to a web page (<acronym>HTML</acronym>) se
lect the |
| <guibutton>Export</guibutton> button on the <emphasis>Toolbar</emphasis> a
nd type in a file | | <guibutton>Export</guibutton> button on the <emphasis>Toolbar</emphasis> a
nd type in a file |
| name. | | name. |
| </para> | | </para> |
| | |
| <para>Most reports, being presented in HTML, can also be copied and pasted i
nto a spreadsheet. | | <para>Most reports, being presented in HTML, can also be copied and pasted i
nto a spreadsheet. |
| </para> | | </para> |
| | |
| <para>The Print &app; Document dialog is used to select which Printer to sen
d the print job to or to print | | <para>The Print &app; Document dialog is used to select which Printer to sen
d the print job to or to print |
| to a File. It also contains a Preview button to view the document before p
rinting. Press Print | | to a File. It also contains a Preview button to view the document before p
rinting. Press Print |
| | | |
| End of changes. 11 change blocks. |
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| 41 lines changed or deleted | | 11 lines changed or added |
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