To simplify navigation the following are the topics covered in this section; Report Menus, Reports - Tool Bar Icons/Buttons, Report Main Display.
This window is shown whenever a report or chart is selected from the Reports menu.
To open the Report Window, select a report from the Menu Bar -> Reports list. This will open a new window with the report displayed. It provides a web browser type display with active links to account data.
 | Note |
|---|---|
Depending on the report there may be a delay while the report is generated. An approximation of the progress to completion is displayed in the "Status Bar", if has not been opted out of displaying. | |
Figure 4.3. A "Report Window"
This is an screen image of the "Account Summary" tab after creating a new file and "select all" of the accounts.
The Menu bar for the Report window contains the following options;
File - Reports - File Menu
Edit - Reports - Edit Menu
View - Reports - View Menu
Action - Reports - Action Menu
Business - Reports - Business Menu
Reports - Reports - Reports Menu
Tools - Reports - Tools Menu
Windows - Reports - Windows Menu
Help - Help Menu
The following table describes the options in the File Menu.
Clicking on the File option of the Menu bar will "pull down" a menu of options described in the File Menu table.
Table 4.23. File Menu - Access to file and account operations and printing.
Menu Item | Description | |
|---|---|---|
New -> | Selects the New Account, Budget and file options sub-menu | |
| New File | Creates a new data file (Starts with new Accounts and data.) | |
| New Accounts Page | Creates an copy of the Account tree | |
| New Budget | Starts the Creates a New Budget druid. | |
Open -> | Selects the Open sub-menu options described below | |
Open ... | Starts the "Open another data file" process. | |
Open Budget | Opens an existing budget. | |
Import -> | Opens the Import sub-menu to import files from other financial programs. | |
Import QIF ... | Starts the QIF file Import process. | |
Import OFX/QFX ... | Starts the OFX/QFX file Import process. | |
Replay GnuCash .log file... | Starts the replaying of a GnuCash log file. Used for data recovery from "crashes". | |
Save (Ctrl-S) | Saves the currently open file. Menu shortcut Ctrl-S | |
Save As ... (Shift+Ctrl+S) | Saves the currently opened file with a different name. Menu shortcut Shift+Ctrl+S | |
Print Report... | Prints the Report | |
Export -> | Export | |
Export Report | Exports HTML formatted report to a file. | |
Export Accounts | Exports your account hierarchy to a new file. Does not export data. | |
Properties (Alt+Return) | Sets options for this GnuCash data file. | |
Recently opened files | Numbered list of most recently opened GnuCash data files. | |
Close | Closes the current report. Menu shortcut Ctrl-W | |
Quit (Ctrl+Q) | Exits GnuCash. Menu shortcut Ctrl-Q | |
Table 4.24. Reports - Edit Menu - Access to file and account editing operations and preferences.
Menu Item | Description | |
|---|---|---|
Copy | ||
Find ... Ctrl+F | Set criteria for a search for a specific transaction. See Find Transactions for specifics on searches. | |
Preferences | Customize GnuCash for location, style, and numerous other preferences. See Setting Your Preferences. | |
Style Sheets | Modify/customize Style Sheets. | |
Report Options | Open form to edit/modify report selection criteria, stylesheets, date ranges, and other parameters. | |
Tax Options | Set tax characteristics on account(s) (US). Assign tax form and line to account. | |
Table 4.25. Report - View Menu - Changes display window view.
Menu Item | Description | |
|---|---|---|
Toolbar | Check-box to Enable/Disable display of Toolbar. | |
Summary Bar | Check-box to Enable/Disable display of Summary Bar. The summary bar is not displayed in reports, however the checkbox is effective in other tab displays. | |
Status Bar | Check-box to Enable/Disable display of Status Bar. | |
Refresh Ctrl+R | Repaint the display screen. | |
Table 4.26. Actions Menu - Setup scheduled transactions.
Menu Item | Description | |
|---|---|---|
Scheduled Transactions -> | Scheduled Transactions sub-menus | |
Scheduled Transaction Editor | Invoke tool to edit scheduled transactions. See Scheduled Transaction Editor | |
Since Last Run... | Display Scheduled transactions since last running of GnuCash | |
Mortgage & Loan Repayment ... | Starts the Mortgage & Loan Repayment druid for setting up repayments. Mortgage & Loan Repayment Druid | |
Reset Warnings... | GnuCash gives warnings when certain operations are attempted, such as removing a transaction or removing the splits of a transaction. The warning message gives you the option to not give you these warnings when attempting the operation. Checkboxes labeled "Remember and don't ask me again" and "Remember and don't ask me again this session" allow disabling the warnings. This option resets the warning's to the default, IE make all the warning's happen. | |
Rename Page | Open the form to rename the current page/tab. | |
Table 4.27. Business Menu - Access small business features of GnuCash.
Menu Item | Description | |
|---|---|---|
Customers -> | Select customer related activities. | |
New Customer... | Start the form to create a new customer. | |
Find Customer... | Start the druid to search for a customer. | |
New Invoice... | Start the form to create a new invoice. | |
Find Invoice... | Start the druid to search for a invoice. | |
New Job... | Start the form to create a new job. | |
Find Job... | Start the druid to search for a job. | |
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid. | |
Vendor -> | Select vendor related activities. | |
New Vendor... | Start the form to create a new vendor. | |
Find Vendor... | Start the druid to search for a vendor. | |
New Bill... | Start the form to create a new bill. | |
Find Bill... | Start the druid to search for a bill. | |
New Job... | Start the form to create a new job. | |
Find Job... | Start the druid to search for a job. | |
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid. | |
Employee -> | Select employee related activities. | |
New Employee... | Start the form to create a new employee. | |
Find Employee... | Start the druid to search for a employee. | |
New Expense Voucher... | Start the form to create a new expense voucher. | |
Find Expense Voucher... | Start the druid to search for a expense voucher. | |
Process Payment... | Starts the Process Payment druid. Requires an account of type "A/Payable" before running druid. | |
Tax Table Editor | View and edit the list of tax tables. | |
Billing Terms Editor | View and edit the list of Billing Terms. | |
Bills Due Reminder | View and edit the list of Bills Due Reminder. | |
Export -> | ||
QSF Invoice... | Export one or more Invoice(s) to QSF. | |
QSF Customer... | Export one or more Customer(s) to QSF. | |
QSF Vendor... | Export one or more Vendor(s) to QSF. | |
QSF Employee... | Export one or more Employee(s) to QSF. | |
This is only a brief listing of the available reports and graphs. Each report may be customized by the Options Icon and the "Stylesheet" used.
Table 4.28. Reports Menu - Access GnuCash Reports and Charts.
Menu Item | Description | |
|---|---|---|
Account Summary | Report showing the balance of selected accounts. | |
Assets & Liabilities -> | ||
Advanced Portfolio | ||
Asset Bar chart | ||
Asset Pie chart | ||
Average Balance | ||
Balance Sheet | ||
General Journal | ||
General Ledger | See General Ledger | |
Investment Portfolio | ||
Liability Bar chart | ||
Liability Pie chart | ||
Net Worth Bar chart | ||
Price Scatter plot | ||
Business Reports -> | ||
Customer Report | ||
Easy Invoice | ||
Employee Report | ||
Fancy Invoice | ||
Payable Aging | ||
Printable Invoice | ||
Receivable Aging | ||
Vendor Report | ||
Income & Expense -> | ||
Budget Report | ||
Cash Flow | ||
Equity Statement | ||
Expense Bar chart | ||
Expense Pie chart | ||
Expense vs Day of Week | ||
Income Bar chart | ||
Income & Expense Chart | ||
Income Pie chart | ||
Income Statement | ||
Income vs Day of Week | ||
Trial Balance | ||
Sample & Custom -> | ||
Custom Multicolumn Report | ||
Sample Graphs | ||
Sample Report With Examples | ||
Welcome Sample Report | ||
Tax Report & TXF Export | Create a Tax report (US) and/or export data for tax preparation software. (TFX) | |
Transaction Report | ||
Table 4.29. Tools Menu - Access to miscellaneous tools and editors
Menu Item | Description |
|---|---|
Price Editor | Tool to enter or modify Stock/Fund prices. Details at Price Editor |
Security Editor | Tool to enter or modify Stock or commodities. Details at Security Editor |
Financial Calculator | Details at Financial Calculator |
General Ledger | See General Ledger |
Table 4.31. Reports - Help Menu - Access to this help and the Tutorial and Concepts Guide.
Menu Item | Description |
|---|---|
Tutorial & Concepts Guide | Detailed document "How to" in GnuCash |
Tips Of The Day | Display Tip of Day or enable/disable display on start-up. |
Contents | Display this Help file |
About | Display version, License and Credits |
The Report Window has a tool bar to access quickly the functions used with reports. The Tool Bar can be hidden or shown by selecting the Toolbar item on the View menu.
Table 4.32. Reports - Tool Bar Buttons
Tool Bar Button | Description |
|---|---|
Save | |
Close | Closes the current report displayed. |
Reload | Reload (rerun) current report. |
Stop | Stops the |
Export | Exports HTML formatted report to a file. |
Options | Edit options specific to selected report. |
Queues the current report for printing. |
The Tab Bar displays "notebook/file folder" style tabs for open transaction registers, account trees and reports.
This is where the report or chart you have selected is shown. The properties of this window are editable in two ways. Selecting the Options button on the toolbar lets you edit what the report is showing and which accounts the information is drawn from. Selecting Edit -> Style Sheets... lets you select the properties of the web page that displays your report.
The report is able to act like a web browser if your report contains links to external web pages. The toolbar buttons allow you to move back and forward through web pages. It will also open account information in the register window when you click on links contained in the report.
You can also save your report to a file and print the report through the toolbar buttons.
The Summary Bar displays balances appropriate for the opened account type at a glance. Usually accounts display today's account balance, any balance for future dates, a balance for cleared items and a reconciled balance. Stock accounts, however, display shares totals and their value. The Summary Bar can be hidden or shown by selecting the Summary Bar item on the View menu.