Reports and Charts give GnuCash the ability to present an overview of financial
data in various ways. This can range from a simple summary of account totals to an
advanced portfolio view. This section will present an explanation of the main GnuCash
reports and how to adjust them.
To run a report or chart, click on the menu, then either select a report (it will open with standard options), or click on to select a report you have previously configured and saved.
Once the report has opened, click on the toolbar button to configure the report as needed, for example to set the report date or select accounts.
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If you intend to save a report configuration, you should choose a named report date option such as Today rather than enter a specific date so it is not necessary to enter a specific date again in future reports. | |
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If you often run a report with a date as at the start or end of an accounting period, set the accounting period start and end dates in → → then select appropriate report date options. See Section 10.2.1, “Accounting Period”. | |
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If you cannot find a specific report to suit your requirements, you may be able to use the Find Transaction assistant ( → ) to select a set of transactions, and then report them using → . Further formatting or analysis may be done by copying and pasting the report into a spreadsheet. | |
After you have configured a report, you can save the configuration for future use by clicking either the or button.
To save a report configuration for future use, while the required report tab is selected, go to the report options, select the General tab and change the Report Name to a meaningful unique name. Do not confuse this with the Report Title which prints at the top of a report.
Click the or button. This will store your customized report options in a file in your home directory. E.g. Linux: ~/.gnucash/saved-reports-[versioninfo]
The first time you save a report with a name that has not already been saved, you can use either the or the button. You can modify the report name before saving it.
After a report configuration for a specific name has been saved, the button will immediately update the saved report configuration without giving the opportunity to save the configuration with a new name. Use the button to save the current report configuration with a new name.
After your customized report has been saved, it is available for use by the → menu and it will also be listed when starting → → .
Selecting → will open a dialog window with a list of the Saved Report Configurations you have previously created. In this context Saved Report Configurations means the set of customized settings for standard reports.
The Saved Report Configurations window lists each of your previously saved report configurations, and 3 small buttons at the end of each. These buttons perform the following actions
Load (and run) report configuration. Double clicking a report configuration also performs this action.
Edit report configuration name. This enables a report configuration to be renamed.
Delete report configuration.