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157 lines
5.7 KiB
157 lines
5.7 KiB
<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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<para>A variety of financial reports can be selected on the "Reports"
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menu:
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<itemizedlist>
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<listitem><para><link linkend="xacc-balancesheet"> Balance Sheet:
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</link> shows Assets, Liabilities and Equity. </para>
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<para><link linkend="xacc-net-worth-barchart">Net Worth
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Barchart</link>shows your net worth in a graphical environment.
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If you examine just assets or liabilities, <link linkend="xacc-asset-liability-barcharts">
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barcharts</link> showing data over time are available, as are
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<link linkend="xacc-asset-liability-piecharts">piecharts</link>.
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</para>
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</listitem>
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<listitem><para><link linkend="xacc-pnl"> Profit And Loss State:
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</link> shows Income and/or Expenses over a selectable period. </para>
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<para>
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There are also <link linkend="xacc-income-expense-barcharts">bar</link>
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and <link linkend="xacc-income-expense-piecharts">pie</link> charts.</para>
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</listitem>
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<listitem> <para><link linkend="xacc-trans-report"> Transaction Report
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</link> shows transactions in an account, presented in a variety of
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ways. </para> </listitem>
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<listitem> <para><link linkend="xacc-portfolio-report">Stock Portfolio
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</link> provides a quick summary of your stocks, their current value,
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and profits made. The <link linkend="xacc-stock-price-report">Stock Price Tracker
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</link> lets you track the price of a particular stock over time.</para></listitem>
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<listitem> <para><link linkend="xacc-tax-report">Tax Report / TXF
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Export:</link> shows tax related Income and Expenses. Can <link
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linkend="xacc-txf-export">export a .TXF file</link> that can be imported
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to TaxCut or TurboTax. </para>
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</listitem>
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<listitem> <para><link linkend="xacc-balancereport">Balance
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Tracker</link> tracks the balance of one or more accounts over time,
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with the option of displaying both tables and a bar chart.</para>
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</listitem>
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</itemizedlist>
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</para>
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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 will appear. This
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may appear as a seperate top-level window, as a notebook tab,
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or in the main window, selectable for viewing through the "Window"
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menu. This is controllable <link linkend="xacc-gnome-mdi">using
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the MDI interface.</link></para>
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<para><inlinemediaobject>
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<imageobject>
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<imagedata fileref="image/reportwin.png">
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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. To
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control the report, you can use the toolbar buttons at the top of the
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window:
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<itemizedlist>
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<listitem> <para><emphasis>Back</emphasis> and <emphasis> Forward
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</emphasis> allow you to view the previous contents of the window,
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just like a web browser </para> </listitem>
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<listitem> <para> <emphasis>Options</emphasis> pops up a dialog box
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allowing you to 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="image/report-option.png">
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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 options
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available. </para> </listitem>
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<listitem> <para><anchor id="export"><emphasis>Export</emphasis>
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allows you to export the contents of the report as a HTML file for
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later viewing or printing. </para> </listitem>
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<listitem> <para><emphasis>Close</emphasis> closes the report window.
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</para></listitem>
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</itemizedlist>
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</para>
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</sect1>
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<sect1 id="xacc-multiple-reports">
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<title> Multiple Reports In A Window</title> <para>GnuCash allows you
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to place multiple reports into a single report window, allowing you to
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examine a set of financial information at a glance. This functionality
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is provided with the <link linkend="xacc-multicolumn-view-report">
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Multicolumn View</link> special report.</para></sect1>
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<sect1 id="xacc-url-reports">
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<title>Web Pages as reports</title>
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<para>You can view web pages as a special sort of report - very convenient
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for keeping all the financial information you need, including from external
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sources, in the one place. Use the <link linkend="xacc-gnucash-web-browser">
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Frame URL Report</link> to do so.
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</para></sect1>
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<sect1 id="xacc-style-sheets">
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<title>Style Sheets</title>
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<para><emphasis>FIXME:document these!!!</emphasis></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 <link
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linkend="scheme"> Scheme </link> (a LISP-like programming language),
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and it is an excellent idea to have a copy of the <application>
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GnuCash </application> source code available. </para>
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<para>The reporting interface is documented as <link linkend=
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"xacc-repdev"> Report Development; </link> but you can get a good idea
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of how it works by examining the file <filename>
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src/scm/report/hello-world.scm </filename> in the <application>
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GnuCash </application> source distribution. </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 <link
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linkend="scheme"> Scheme </link> wrapper functions that are documented
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in the file <filename> src/g-wrap/gnc.html</filename>. You may wish to
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examine some of the other reports in <filename> src/scm/report
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</filename> for an indication of how they are used.
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</para>
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<para>At present, reports are produced by calling a HTML-generation API,
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which outputs a dialect of HTML and rendering this with a HTML widget. This
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has limitations (particularly when trying to align objects precisely,
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as might be necessary for printing onto pre-printed invoices for example),
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so in the future an additional report generation interface may be needed.</para>
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</sect1>
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</article>
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