This window is shown whenever a report or chart is selected from the menu.
To open the report window, select a report from the item in the Menubar. This will open a new window with the report displayed. It provides a web browser type display with active links to account data.
 | Note |
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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 Statusbar, if has not been opted out of displaying. | |
The Menubar for the report window contains the following options.
The following table describes the options in the File Menu.
Clicking on the option of the Menubar will “pull down” a menu of options described in Table 4.17, “Report - Menu - Access to file and account operations and printing.”.
Table 4.17. Report - Menu - Access to file and account operations and printing.
Menu Item | Description | |||||
|---|---|---|---|---|---|---|
(Ctrl+N) |
Creates a new data file (starts with new accounts and data.) | |||||
(Ctrl+O) |
Opens an already existing | |||||
→ |
Opens the Import sub-menu to import files from other financial programs. | |||||
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Starts the QIF file Import process. | |||||
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Starts the OFX/QFX file Import process. | |||||
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Starts the CSV Account file import process. The file to import must be
in the same format as the one exported by | |||||
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Starts the CSV Transactions file import process. The file to import must be a delimited file. | |||||
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Starts the replaying of a | |||||
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. | |||||
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. | |||||
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. | |||||
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. | |||||
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Open the Import Transactions from text file window. | |||||
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Open the Import Customers and Vendors from text file window. | |||||
(Ctrl+S) |
Saves the currently open file. | |||||
(Shift+Ctrl+S) |
Saves the currently opened file with a different name.
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Reload the last saved version of the currently opened file. Useful if you need to discard changes made to the data and not yet saved. | |||||
(Ctrl+P) |
Print the selected report. | |||||
(Shift+Ctrl+P) |
Let you choose the paper size, layout and margins for printing. | |||||
→ |
Exports the displayed report as a PDF file. | |||||
→ |
Opens the Export sub-menu. | |||||
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Exports your account hierarchy to a delimited CSV file. Does not export data. | |||||
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Exports transactions to a delimited CSV file. | |||||
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Export the current report in an HTML formatted file. | |||||
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Exports your account hierarchy to a new | |||||
(Alt+Enter) |
Sets options for this | |||||
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Numbered list of most recently opened | ||||||
(Ctrl+W) |
Closes the current report. | |||||
(Ctrl+Q) |
Exits | |||||
Table 4.18. Reports - Menu - Access to file and account editing operations and preferences.
Menu Item |
Description |
|---|---|
(Ctrl+X) |
Performs a standard Cut operation. |
(Ctrl+C) |
Performs a standard Copy operation. |
(Ctrl+V) |
Performs a standard Paste operation. |
(Ctrl+F) |
Set criteria for a search for a specific transaction. See Section 8.1, “Find” for specifics on searches. |
( → on MacOS). |
Customize |
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Modify/customize Style Sheets. | |
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Open form to edit/modify report selection criteria, stylesheets, date ranges, and many other parameters. | |
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Set tax characteristics on account(s) (US). Assign tax form and line to account. See Section 10.5, “Setting Tax Report Options”. |
Except , the items shown in the menu are the same as listed in Table 4.3, “Account Tree - Menu - Changes display window view.”
Table 4.19. Reports - Menu - Setup scheduled transactions.
Menu Item | Description | |||||
|---|---|---|---|---|---|---|
→ | This menu item (and sub-menu) is shown only if Online Banking
was enabled for GnuCash | |||||
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Open the Online Banking Connection Window | |||||
→ | Scheduled Transactions sub-menus | |||||
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Invoke tool to edit scheduled transactions. See Section 6.13, “Edit Scheduled Transaction Window” | |||||
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Display Scheduled transactions since last running of
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Starts the Mortgage & Loan Repayment assistant for setting up repayments. Section 8.3, “Mortgage & Loan Repayment Assistant” | |||||
→ | Budget sub-menus | |||||
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Opens the window to create a new budget. | |||||
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Opens an existing budget. | |||||
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Copy a budget. | |||||
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Lets you type a new name for the current page or tab. | ||||||
The items shown in the menu are the same as listed in Table 4.5, “Account Tree - Menu - Access small business features of GnuCash.”.
The items shown in the menu are the same as listed in Table 4.6, “Account Tree - Menu - Access GnuCash Reports and Charts.”
with the addition of:
Table 4.20. Report - Menu.
Menu Item |
Description | |
|---|---|---|
|
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Save the current report configuration. If you are not working with a saved report configuration, you will be asked to give it a name. You will be able to run the exact same report again by using the → menu item. | |
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Save the current report configuration with a new name. | |
The items shown in the menu are the same as listed in Table 4.7, “Account Tree - Menu - Access to miscellaneous tools and editors”.
The items shown in the menu are the same as listed in Table 4.8, “Account Tree - Menu”.
The items shown in the menu are the same as listed in Table 4.9, “Account Tree - Menu - Access to this help and the Tutorial and Concepts Guide.”.
The Report Window has a Toolbar to quickly access the functions used with reports. The Toolbar can be hidden or shown by selecting → .
Table 4.21. Reports - Toolbar Buttons
Toolbar Button | Description |
|---|---|
(Ctrl+S) | |
(Ctrl+W) | Closes the displayed report. |
Move back one step in the history. | |
Move forward one step in the history. | |
Reload (rerun) current report. | |
Stops the HTML requests. | |
| Saves the displayed report. You will be able to run the exact same report again by using the → menu item. |
Saves the displayed report in a configuration file with a given name. You will then be able to run the exact same report again by using the → menu item. | |
Exports HTML formatted report to a file. | |
Edit options specific to selected report. | |
(Ctrl+P) | Queues the current report for printing. |
Exports the selected report as a PDF file. |
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 button on the Toolbar lets you edit what the report is showing and which accounts the information is drawn from. Selecting → lets you select the properties of the 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 and through web pages. It will also open account registers when you click on links to accounts contained in the report.
You can also your report to a file and the report through the Toolbar buttons.
The Statusbar works the same as described in Section 4.2.6, “Statusbar”.