Quick data export from balance sheet, income statement or similar

Support User
1

Hello,

I tried to export data from my balance sheet and the income statement pages. Is it really necessary to open any line with sum <>0 manually and select it?

The search term I’m using in the accounts table (credit: !0 or debit: !0) does not work - is there one for these sheets? The search term “Betrag: !0” does not work either.

Cheers,
Wolf

2

For me the best way to do such export is from Financial > Reporting > General Ledger menu option

3

Hello, thank you for your attention!

In my (German) setup,
Financial > Reporting > General Ledger
Financial > Reporting > Balance Sheet
Financial > Reporting > Income Statement
do produce very different outputs. How would I get an export of eg “Balance Sheet” contents at the “General Ledger” page?

Cheers,
Wolf

4

Usually you need all the entries of Balance Sheet and Income Statement, so the simplest way is to use the new “Statement” report which print the opened tree.

5

Right. Are you talking about new features, discussed here ? Is it correct, they are available starting with Vers. 6.0? - So I’d need to play a little upgrade adventure… (-;

Cheers,
Wolf

6

Yes, this discussion has been already implemented and it landed on the new 6.0 series.

7

Great to have this feature, thank you very much for implementing it.
When I now want to create a balance sheet report which makes sense, I need to

  • open all lines with amount <>0
  • create the report
  • delete all the lines with amount = 0.

Is there a smarter way of doing this? - I could not find a trick to open all lines at a time, and I do not get a result with a search like amount: !0 - as I can do at account sheets.

8

So it seems not. ):
I filed a bug report under https://bugs.tryton.org/issue11379.