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141 lines
3.9 KiB
141 lines
3.9 KiB
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<ARTICLE ID="XACC-REPORTS">
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<ARTHEADER>
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<TITLE>Reports</TITLE>
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</ARTHEADER>
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<SECT1>
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<TITLE> Reports</TITLE>
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<PARA>A variety of financial reports can be selected on the
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"Reports" menu":
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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA><LINK LINKEND="XACC-BALANCESHEET">Balance Sheet:</LINK>shows
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Assets, Liabilities and Equity.
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA><LINK LINKEND="XACC-PNL">Profit And Loss State:</LINK>shows
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Income and expenses over a selectable period.
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA><LINK LINKEND="XACC-TRANS-REPORT">Transaction
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Report</LINK>shows transactions in an account, presented in a
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variety of ways.
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA><LINK LINKEND="XACC-PORTFOLIO-REPORT">Stock Portfolio</LINK>
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provides a quick summary of your stocks, their current value,
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and profits made.
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA><APPLICATION>Balance Tracker</APPLICATION>
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tracks the balance of one or more accounts over time, and
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supports graphical output (if you have <APPLICATION>gnuplot</APPLICATION>
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installed).
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</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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</PARA>
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</SECT1>
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<SECT1 ID="XACC-REPORTWINDOW">
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<TITLE> The Report Window</TITLE>
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<PARA> Once you select a report, a report window will appear:
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</PARA>
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<PARA><INLINEMEDIAOBJECT>
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<IMAGEOBJECT>
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<IMAGEDATA FILEREF="reportwin.gif">
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</IMAGEOBJECT>
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</INLINEMEDIAOBJECT>
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</PARA>
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<PARA>The report is displayed in a resizable, scrollable window.
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To control the report, you can use the toolbar buttons at the
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top of the window:
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<ITEMIZEDLIST>
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<LISTITEM>
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<PARA><EMPHASIS>Back</EMPHASIS> and <EMPHASIS>Forward</EMPHASIS> allow you to view the
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previous contents of the window, just like a web browser
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA> <EMPHASIS>Parameters</EMPHASIS> pops up a dialog box allowing you to
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change the information presented in the report:
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</PARA>
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<PARA><INLINEMEDIAOBJECT>
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<IMAGEOBJECT>
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<IMAGEDATA FILEREF="report-option.gif">
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</IMAGEOBJECT>
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</INLINEMEDIAOBJECT>
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</PARA>
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<PARA>See the help for the individual reports for details of
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options available.
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA><ANCHOR ID="EXPORT"><EMPHASIS>Export</EMPHASIS> allows you to export the
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contents of the report as a HTML file for later viewing or
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printing.
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</PARA>
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</LISTITEM>
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<LISTITEM>
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<PARA><EMPHASIS>Close</EMPHASIS> closes the report window.
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</PARA>
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</LISTITEM>
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</ITEMIZEDLIST>
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</PARA>
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</SECT1>
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<SECT1 ID="XACC-CUSTOMREPORTS">
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<TITLE> Constructing custom reports</TITLE>
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<PARA> It is possible to write your own reports to meet your own
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needs, if you can program a little. You will need to know
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Scheme (a LISP-like programming language), and it is an
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excellent idea to have a copy of the Gnucash source code
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available.
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</PARA>
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<PARA>The reporting interface is presently undocumented, but you
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can get a good idea of how it works by examining the file
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src/scm/report/hello-world.scm in the GnuCash source
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distribution.
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</PARA>
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<PARA>You will also need to access data from the "engine" to get
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information for your report. This is performed by a set of
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Scheme wrapper functions that are documented in the file
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src/g-wrap/gnc.html. You may wish to examine some of the other
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reports in src/scm/report for an indication of how they are
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used.
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</PARA>
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<PARA>At present, reports are produced by internally creating HTML
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and rendering this with a HTML widget. (Future versions of
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GnuCash will hopefully support a more flexible system).
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</PARA>
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<PARA>If you need more information, or have developed a new report
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that may be of use to others, please contact the GnuCash
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development mailing list at <ULINK URL="mailto:gnucash-devel@gnucash.org"> gnucash-devel@gnucash.org</ULINK>.
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</PARA>
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</SECT1>
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</ARTICLE>
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