Editing Reports

13 posts
Re: Editing Reports

petemac
New MMEX User

Posts: 7
Joined: Tue May 17, 2016 2:07 am
Thank you very much, that's interesting. What are the year parameters - 1 January to 31 December? What I generally need are the financial year totals, which for me are 1 May to 30 April (hence needing the custom date function if going beyond the Current/Last Financial Years in the stock installation). I can see how to edit the years in the way you suggest, so that's good esp as I'm a SQL know-nothing. What could I edit to introduce the financial year parameters in a simple way?

I look forward to version 4.
Re: Editing Reports

siowena
Super MMEX User

Posts: 49
Joined: Tue Jul 17, 2018 2:04 am
petemac wrote:Thank you very much, that's interesting. What are the year parameters - 1 January to 31 December? What I generally need are the financial year totals, which for me are 1 May to 30 April (hence needing the custom date function if going beyond the Current/Last Financial Years in the stock installation). I can see how to edit the years in the way you suggest, so that's good esp as I'm a SQL know-nothing. What could I edit to introduce the financial year parameters in a simple way?

I look forward to version 4.


Yes, the year is Calendar Jan-01 to Dec-31.

I've modified the report to now read the Financial Year start month/day form the MMEX Tools -> Options -> General -> Financial Year settings.

You'll need to change the line 20 in the SQL to FIN_YEAR and also change and line 44 for the years you are interested.
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Income vs Expenses Transactions By Year.zip
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Income vs Expenses Transactions By Year.zip
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Re: Editing Reports

petemac
New MMEX User

Posts: 7
Joined: Tue May 17, 2016 2:07 am
Thanks again. I've got it working, paddling into personally uncharted waters with that sort of data manipulation. I'm a graphic designer not a coder though I've worked with html and php. SQL is probably something I'll mostly leave to those with a talent for it, like yourself. Cheers.
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