Custom Report for multiple accounts

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reachalex
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Custom Report for multiple accounts

Post by reachalex »

I have checked all the posts in the section and did not find something close to what I want.

Warning: I am not an SQL expert. I have tried my hand at a few, but I am unable to crack through the joins command.

What am I looking for: I have multiple accounts. I would like to view a report of all transactions for all accounts where status is "None" and Number = a certain value. 

What I want displayed: Date | Account Name | Payee | Category | Type | Number | Notes | Amount

Thank you so very much for helping me with this. 

If this has been already answered in any other threads, kindly point me to it. 

Thanks once again.
sterling
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Re: Custom Report for multiple accounts

Post by sterling »

Heres the beginning to get you going, i've done the joins part for you and put some of the headings your after.

Code: Select all

select TRANSDATE,ACCOUNTNAME,PAYEENAME,CATEGNAME,TRANSCODE,TRANSAMOUNT
from
   CHECKINGACCOUNT_V1
   join
      ACCOUNTLIST_V1 on CHECKINGACCOUNT_V1.ACCOUNTID=ACCOUNTLIST_V1.ACCOUNTID
   join
      PAYEE_V1 on PAYEE_V1.PAYEEID=CHECKINGACCOUNT_V1.PAYEEID
   join
      CATEGORY_V1 on CATEGORY_V1.CATEGID=CHECKINGACCOUNT_V1.CATEGID;
reachalex
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Posts: 37
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Re: Custom Report for multiple accounts

Post by reachalex »

Wow Sterling!! That is perfect. 
A little enhancement please.
Request you to also add the Number field in the view.

Under the built in "Reports > Cash Flow > Cash Flow - Specific Accounts" it gives a little window to select the account, Can that be incorporated into my report request.
Nikolay
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Re: Custom Report for multiple accounts

Post by Nikolay »

DJWeinly wrote:Hi,
I registered for a new account, not for me but for Megan, but the email hasnt come through. Account registered for MeganPotthast. Was there a problem?
Some users can't register that's true.
Unfortunately I  can't help.
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