Custom Reports

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Custom Reports in GnuCash

The term Custom Reports has several contexts in GnuCash:

If you are not up for coding, you should check the

  • report options
  • stylesheets and
  • stylesheet options and
  • file properties.

Possibly there are ways to get what you desire without coding.

If you are ready for coding (and even already firm in Scheme and Guile) then this is the place to contribute.

Introduction

Unfortunately, at the present time writing a custom report for GnuCash requires a little bit of hacking. This wiki page should contain some information to help you get started, since there is no official documentation.

In the GnuCash project the reports are coded in Scheme, not in C. This is one of the pre-requisites to make the behaviour ready for customization. It leads to the drawback that one must learn yet another programming language (if not already familiar with it) but saves the effort to get into the issue how to build GnuCash from source.

Guile is used as interface to get the Scheme code executed during runtime. Again, if not already familiar with it, this is the second piece of work that one has to swallow.

Last but not least the API for that sort of thing is not formally specified.

Still reading? Not yet discouraged? Good on you! Because there is lots of help available.

First of all there is good educational stuff available on the web to get you into the topic of Scheme and Guile. Secondly there is a nice hello-world.scm example report specifically written to show you the base layout of a GnuCash report. And finally, this Wiki page might give you some guidence when doing the first steps.

Getting Started

Get to know Scheme

GnuCash reports are written in the Scheme programming language.

If you are new to Scheme it is not necessary to read and understand each bit of it right now. But you should at least have gone through the Getting Started section.

Get to know Guile

Guile is used internally by GnuCash to interpret the Scheme reports.

This comes with a marvellous Tutorial. You don't need this for writing the reports themselves, but it gives a clue of how reports are working in GnuCash and by that hopefully a good motivation to go and take the learning curve for Scheme.

Get to know Gettext

That is the tool which makes the strings translatable. (_ "Some Text"), (N_ "Some Text") and similar mark the text for translation. See Translation#How to make strings in code translatable for details.

Where to find existing reports

The location of existing reports varies with by operating systems:

Operating System GnuCash v2.6.x GnuCash v2.4.x
BSD /usr/local/share/gnucash/scm/gnucash/report /usr/local/share/gnucash/guile-modules/gnucash/report
Debian including derivatives such as Ubuntu /usr/share/gnucash/scm/gnucash/report /usr/share/gnucash/guile-modules/gnucash/report
Gentoo and Foresight /usr/share/gnucash/scm/gnucash/report /usr/share/gnucash/guile-modules/gnucash/report
OpenSuse 10.x and newer /usr/share/gnucash/scm/gnucash/report /usr/share/gnucash/guile-modules/gnucash/report
OpenSuse up to 10.x /opt/gnome/share/gnucash/guile-modules/gnucash/report
OSX bundle (Gnucash.app) Gnucash.app/Contents/Resources/share/gnucash/scm/gnucash/report Gnucash.app/Contents/Resources/share/gnucash/guile-modules/gnucash/report
Windows C:\Program Files\gnucash\share\gnucash\scm\gnucash\report C:\Program Files\gnucash\share\gnucash\guile-modules\gnucash\report

Study some example reports

hello-world report

hello-world.scm was created to demonstrate the basic structure of a report. Don't get too confused by the huge number of options which are shown in this report - they were added to show off the variety of options available in GnuCash.

Have a look under #Where to find existing reports to find the source code for this report. Alternatively, you can browse the current source code for this report on github.

By looking at the result of this report while you study the source code, you will easily get clues to how it functions. You can run this report in GnuCash via the menu:

  • Reports
    • Sample & Custom
      • Sample Report with Examples

account-piecharts report

If you want to walk through a much more complicated report, study account-piecharts.scm.

Warning: this walkthrough is referring to a rather dated version of this report from 2011. This walkthrough should probably be updated.

There are two long functions in this report.

  1. option-generator defines the options for this report.
  2. piechart-renderer makes all the calculations and renders the pie chart.

The list of values to be shown in the pie chart is calculated by a call to traverse-accounts using the selected accounts stored in the topl-accounts variable.

traverse-accounts is a recursive function that calls itself to traverse through all child accounts in the account tree. To get the balance for a single account, it makes a call to profit-fn. profit-fn obtains the account balance for either one interval or at a given date. It calls out to gnc:account-get-comm-balance-at-date in src/reports/report-system/report-utilities.scm where, finally, lower level calls are made, which create a query for the account balance at the given date.

Well, long story short, this report is rather involved. Sorry.

Setup a prototype report

Even if you haven't ever written a report before, and you can't come up with a shiny track record of great Scheme experience, setting up a prototype at this moment will have the benefits getting productive after some time of pure theory.

The beginners amongst us might not have a final picture of what report to write. No worries, take the hello-world.scm report source file, store it in your preferred working directory, and rename it to a unique name, say my-world.scm. As, for sure, you already have read through this report, you know that this report is very wordy, giving a lot of text printouts. These can be used to easily see your own first changes on the screen once this prototype is loaded into GnuCash, and even better, it will let you differentiate between the my-world.scm that you have loaded and the hello-world.scm that is available in GnuCash by default (see previous section). So feel free to implement some fancy printout changes.

Prerequisites

GnuCash will not be able to load your report until you make changes in two areas of your report source file:

Give report a unique symbol name

To avoid symbol definition conflicts with other reports, make sure your report code begins with a define-module statement with a report name not used by any other report, for example:

(define-module (gnucash report my-world-report))
Define report with unique name and id

To enable GnuCash to register your report into the Report menu, scroll to the end of the code and update the gnc:define-report statement.

Set the name of your report to be shown in the Report menu. For GnuCash 2.2.x and before this name must be unique across all reports.

'name (N_ "My World")

Further down below, if it is present, comment out the menu-name line:

;;'menu-name (N_ "Sample Report with Examples")

Update the tool tip text to something appropriate for your report:

'menu-tip (N_ "Unstable. Used for Testing.")

For GnuCash 2.3.x and later, your report must have a globally unique identifier (guid). GnuCash will fail to start if multiple reports have the same unique id. For this reason, if you wish to create a backup of a report while you work on it, place the backup outside the GnuCash directories. If you need some newly generated unique id, run the program

gnucash-make-guids

which is included with gnucash. You may alternatively run the command:

uuidgen | sed -e s/-//g

Copy the newly generated ID and paste it into the report-guid value:

'report-guid "paste generated report unique id here"

Loading Your Report

There are two ways to load a report at startup of GnuCash:

  • from a user account or
  • from the installation tree.

You will likely want to use the user account approach - a least until your work is finished.

Load the report from a user account

This method is used if you edit your report source file in a working directory.

In your settings directory:

Operating System Settings Directory
Linux/Unix .gnucash in your home directory
Windows Vista, Win7, and newer C:\Users\YourName\.gnucash
Windows XP C:\Documents and Settings\YourName\.gnucash
OSX Bundle (Gnucash.app) Under your home directory: Library/Application Support/Gnucash

(if you are still using macOS 10.6 or earlier: Library/Applications Defaults/Gnucash)

... edit config.user to add a line of the form:

(load (gnc-build-dotgnucash-path "my-report.scm"))

Note: (gnc-build-dotgnucash-path ...) will complement your report name with the full path of your settings directory as shown in above table.

  • If the config.user file is not yet found in your settings directory, simply create it.

Move, copy, or link* your report file (my-report.scm) from your working directory to the above settings directory. The report should be visible in the Reports menu after the next restart.

* On Unix-like OSs you can use the ln command; on Windows (7 and higher) you can use the mklink command.

Caution: For older versions of GnuCash (before 2.1.x ?) load-from-path was suggested to load reports instead of load, but this is not compatible with the module definition that is now found in all reports. Using load-from-path on a report with module defninition will cause a crash

To reload your report, you must restart GnuCash. You will have to do this every time you change a report.

Thanks to DeanCording for clarifying the define-module/load bits

Load the report from the installed report directory

While not recommended you can also copy the report to the installed report directory. Make sure you have included a module definition as shown above. All *.scm files from the directory guile-modules/gnucash/report/standard-reports/ will be loaded automatically. This applies only to the standard-reports/ sub-directory, not to any of the other directories with reports. Hence, the easiest way to have your report available to gnucash is to copy your *.scm file into that directory.

Then restart GnuCash. You will have to do this every time you change the report definition file.

Debugging your report

When guile cannot make sense of your report, or your report throws an error, GnuCash will present the following error message in place of your report:

Report error

An error occurred while running the report.

This lets you know there was a problem, but now you need to pinpoint where the problem lies. Here are some tips that might help.

Tip Details
Enable debug messages Start GnuCash with debug command line parameters:
gnucash --debug --log gnc.scm=debug

On MacOS, assuming GnuCash is in your /Applications folder, this would be:

/Applications/Gnucash.app/Contents/MacOS/Gnucash --debug --log gnc.scm=debug

There are other debug related options, run GnuCash with the --help for a complete list.

Study the trace logs The GnuCash trace logs can sometimes give you that satisfying "oh, I see". By default you'll find the trace log:
Operating System Location
Unix/Linux $TEMP/gnucash.something.trace
Windows %TEMP%/gnucash.something.trace
MacOs Somewhere under /var/folders/ You can find it via:
find /var/folders -name "gnucash.trace" 2> /dev/null

You can change the trace log file location via GnuCash command line parameter --logto. This parameter includes support for logging to 'stderr' and 'stdout'

Add your own debug messages You can use the gnc:debug function to add your own messages. For example:
(gnc:debug "here I am")
Add other messages There are also gnc:msg, gnc:warn and gnc:error functions; see main.scm for more details.
Use a Scheme friendly editor For the uninitiated, matching parentheses properly in a Scheme program can make one's eyes cross. A Lisp/Scheme friendly editor can really help here. DrRacket or a properly configured Emacs really helps.
Run often Test your report often after making very small changes. This will make it easier to understand when and where problems are introduced.

Although guile does have debug support, this wiki page updater has not found a way, at this time, to hook GnuCash up to the guile debugger.

Development Environment

Programming tools

Any reasonable source/text editor, including emacs and vi, should provide basic syntax support for source-code editing. One of the most basic and important for editings scheme/lisp sources is parenthesis matching. Other scheme environments (such as drScheme) might also be useful for editing the sources, but note that they might allow constructs that are not valid in guile.

Simple Proposal for Linux

This is a simple proposal for a development environment in Linux. Assume

  • there is a working directory ~/GnuCash/CustomReports in your home directory.
  • the new report is stored in the test00.scm file

Here is the proposal how to setup up your environment

cd ~/GnuCash/CustomReports
ln -s test00.scm prototype.scm
cat > config.user << "EOF"
(load "<fullPathTo>/GnuCash/CustomReports/prototype.scm")
EOF
cd ~/.gnucash
ln -s ~/GnuCash/CustomReports/config.user
uuidgen | sed -e s/-//g

Prepare test00.scm to include

  • the define-module statement
(define-module (gnucash report prototype-report))
  • following updates in the gnc:define-report statement
'name (N_ "Prototype")
;;'menu-name (N_ "Sample Report with Examples")
'menu-tip (N_ "Unstable. Used for Testing.")
'report-guid "the-new-generated-unique-ID"

See also the minimum report defintion in the #Designing new Reports chapter.

By this you can

  • use test00.scm as a template test report and use the lines as described above without further changes
  • collect all our test reports as e.g. testXX.scm files in this directory
  • switch between them by making the prototype.scm point to the desired report
  • restart GnuCash
  • always find the report under Reports->Sample & Custom Report->Prototype

Finally, you should also extract a GnuCash source tar ball in ~/GnuCash/CustomReport/ to have access to the Scheme files referenced in this page.

Technique to reload reports without restarting GnuCash

Reports can be modified to allow the majority of the report to be reloaded without requiring GnuCash to be restarted for each change which is very convenient when developing reports. This requires splitting the report into two files:

  1. a minimal loader which which forces the reload of the meat of your report each time options are generated or report is rendered.
  2. the meat of your report. This contains actual report code for the options generator and renderer.

Both files must parse and execute correctly before the reload will function.

Note that, at least in GnuCash 2.6.17, for changes to report options to take effect, the report must closed and then relaunched from the Report menu. Changes to the render portion seem to be handled just fine by the reload button.

Minimal Example

The following is a skeleton outline of what is required for a report to be reloaded on the fly. Tested with GnuCash 2.6.17.

Minimal Loader

Update name, report-guid and menu-tip values appropriately for your report.

custom_import.scm:

(define-module (custom_import))
(use-modules (gnucash gnc-module))
(use-modules (gnucash gettext))
(gnc:module-load "gnucash/report/report-system" 0)
; load the renderer module once at the top level to get the symbols
(use-modules (custom_import_renderer))

; get and reload the module
(define (reload-report-module)
  (reload-module (resolve-module '(custom_import_renderer))))

; every time options are generated, reload the meat of the report
(define (options_loader)
  (reload-report-module)
  (custom_import_options))

; every time report is rendered, reload the meat of the report
(define (renderer_loader report-obj)
  (reload-report-module)
  (custom_import_renderer report-obj))
 
(gnc:define-report
 'version 1
 'name (N_ "<type your report name here>")
 'report-guid "<paste report unique id here>"
 'menu-tip (N_"<type your report menu tip here>")
 'menu-path (list gnc:menuname-utility)
 'options-generator options_loader
 'renderer renderer_loader)
The Meat of Your Report

custom_import_renderer.scm:

(define-module (custom_import_renderer))
 
; options for the report (called by loader after it reloads this module)
(define (custom_import_options)    
  (let* ((options (gnc:new-options)))  
    ; add your options here       
    options))
 
; report renderer (called by loader after it reloads this module)
(define (custom_import_renderer report-obj) 
  (let ((document (gnc:make-html-document)))
      ; add your renderer here
      document))

(export custom_import_options)
(export custom_import_renderer)
Configuration

You'll also need to edit config.user so that GnuCash can find the files above. Update add-to-load-path value appropriately for your setup.

config.user:

(add-to-load-path "<type the full path to above report files here>")
(use-modules (custom_import))

Designing new Reports

In general, reports are divided into three sections

  • the Options-Generator (define the options for the report)
  • the Report-Renderer (create the HTML report)
  • the gnc:define-report statement (makes the report available in GnuCash)

This is the minimum definition needed for a new GnuCash report. Update name, report-guid and menu-tip values appropriately.

;; -*-scheme-*-

;; This is a minimum report definition in GnuCash.
;; It illustrates the the minimum definitions needed to create
;; a new GnuCash report.
;; It will create an empty page with heading 'Prototype'.
;; To be used as template.

;; ------------------------------------------------------------------
;; Top-level definitions
;; ------------------------------------------------------------------

(define-module (gnucash report prototype))
(use-modules (gnucash gnc-module))
(use-modules (gnucash gettext))
(gnc:module-load "gnucash/report/report-system" 0)

;; ------------------------------------------------------------------
;; Define the Options for this report
;; ------------------------------------------------------------------

(define (options-generator)    
  (let* ((options (gnc:new-options)))         
    options))

;; ------------------------------------------------------------------
;; Render the HTML document
;; ------------------------------------------------------------------

(define (document-renderer report-obj)
  (let ((document (gnc:make-html-document)))
      document))

;; ------------------------------------------------------------------
;; Define the actual report
;; ------------------------------------------------------------------

(gnc:define-report
 'version 1
 'name (N_ "Prototype")
 'report-guid "<paste generated unique report id here>"
 'menu-tip (N_ "Unstable. Used for Testing.")
 'menu-path (list gnc:menuname-utility)
 'options-generator options-generator
 'renderer document-renderer)

The Options-Generator

Each report takes responsibility to build up an own database that holds the options for the report.

Usually it is a good habit to copy the relavant code from the hello-world.scm. In there you will find the database initializing

  • call to gnc:new-options

which will

  • create the container called options

which will later on be filled by

  • calling the help function add-option

which is a nice wrapper to eventually

  • call gnc:register-option

The gnc:...-procedures to create this database and to fill it with values are contained in gnucash/src/app-utils/options.scm.

gnucash/src/report/utility-reports/hello-world.scm presents a nice selection of example option definitions of following types:

gnc:make-simple-boolean-option
gnc:make-multichoice-option
gnc:make-string-option
gnc:make-date-option
gnc:make-number-range-option
gnc:make-color-option
gnc:make-account-list-option
gnc:make-list-option

On top of these, you find

gnc:make-text-option
gnc:make-font-option
gnc:make-currency-option
gnc:make-budget-option
gnc:make-commodity-option
gnc:make-complex-boolean-option
gnc:make-pixmap-option 
gnc:make-account-list-limited-option
gnc:make-account-sel-option
gnc:make-account-sel-limited-option
gnc:make-multichoice-callback-option
gnc:make-radiobutton-option
gnc:make-radiobutton-callback-option
gnc:make-internal-option
gnc:make-query-option
gnc:make-dateformat-option

in gnucash/src/app-utils/options.scm.

Also, gnucash/src/business/business-utils/business-options.scm provides some options

gnc:make-invoice-option
gnc:make-customer-option
gnc:make-vendor-option
gnc:make-employee-option
gnc:make-owner-option
gnc:make-taxtable-option
gnc:make-counter-option
gnc:make-counter-format-option

In general, the syntax for creating an option is:

(define (gnc:make-<type>-option
         section                      ;; the tab-string in the option dialog presented to the user
         name                         ;; the text for this option in the option dialog presented to the user
         sort-tag                     ;; used to define the order in which the options are listed
         documentation-string         ;; help string shown when the mouse moved over the option
         default-value
         <optional type specific parameters>)

Note that section is free to be any text string. If section-string has not been used before, a new tab with this name will be created automatically. Nevertheless, note that gnucash/src/report/report-system/report.scm provides three default names. Re-use these before creating new names:

(define gnc:pagename-general (N_ "General"))
(define gnc:pagename-accounts (N_ "Accounts"))
(define gnc:pagename-display (N_ "Display"))

For a start, simply read through the define (options-generator) statement in hello-world.scm and copy what you need.

Nice to know:

  • The General option group does not need to be defined, it is part of the report definition per default. If you run the above minimum report definition, the General option group will automatically include a text field for the Report Name, a selection box for the Stylesheet, and a button to Reset defaults.
  • To find the option creation procedures in the source file tree you can use
    grep gnc:make-.*-option `find . -name "*.scm"` | grep define
    
  • The source file tree is found in
    • Debian and Ubuntu Linux: /usr/share/gnucash/scm

The Report-Renderer

Define how to apply the options (the actual report contents).

The overall goal of the Report-Renderer is to create an HTML-document and fill it in with the reports results to display it out to the user.

Similar as with the Options-Generator, hello-world.scm gives you a great introduction how this works in general.

The gnc:...-procedures are found in the src/report/report-system/html-*.scm source files.

After runnning the report you can press the Export button to save the generated HTML-Code into a file for viewing. Doing this for the above minimum prototype report gives the following result:

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" 
"http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="content-type" content="text/html; charset=utf-8" />
<style type="text/css">
h3 { font-family: Ubuntu; font-size: 15pt; font-weight: bold;  }
a { font-family: Ubuntu; font-size: 10pt; font-style: italic;  }
body, p, table, tr, td { text-align: left; font-family: Ubuntu; font-size: 10pt;  }
tr.alternate-row { background: #ffffff }
th.column-heading-left { text-align: left; font-family: Ubuntu; font-size: 10pt;  }
th.column-heading-center { text-align: center; font-family: Ubuntu; font-size: 10pt;  }
th.column-heading-right { text-align: right; font-family: Ubuntu; font-size: 10pt;  }
td.neg { color: red;  }
td.number-cell, td.total-number-cell { text-align: right; white-space: nowrap; }
td.date-cell { white-space: nowrap; }
td.anchor-cell { white-space: nowrap; font-family: Ubuntu; font-size: 10pt;  }
td.number-cell { font-family: Ubuntu; font-size: 10pt;  }
td.number-header { text-align: right; font-family: Ubuntu; font-size: 10pt;  }
td.text-cell { font-family: Ubuntu; font-size: 10pt;  }
td.total-number-cell { font-family: Ubuntu; font-size: 12pt; font-weight: bold;  }
td.total-label-cell { font-family: Ubuntu; font-size: 12pt; font-weight: bold;  }
td.centered-label-cell { text-align: center; font-family: Ubuntu; font-size: 12pt; font-weight: bold;  }
</style>
<title></title>
</head>

<body bgcolor="#ffffff">
<h3></h3>
</body>
</html>

The style section is added automatically without specific definitions inside the prototoype source. Also note that the register name in GnuCash is not part of the HTML document.

The procedures to fill this HTML-document with life and further formatting are given in source tree below

  • Linux Ubuntu: /usr/share/gnucash/scm

in the following files:

html-acct-table.scm
html-barchart.scm
html-document.scm
html-fonts.scm
html-linechart.scm
html-piechart.scm
html-scatter.scm
html-style-info.scm
html-style-sheet.scm
html-table.scm
html-text.scm
html-utilities.scm

Start making the prototype report a little nicer by adding the following line to the document-renderer from html-document.scm

(gnc:html-document-set-title! document (_ "GnuCash Report Prototype"))

will result in an update of the title and h3 lines:

[...]
<title>GnuCash Report Prototype</title>
[...]
<h3>GnuCash Report Prototype</h3>
[...]

Next it is possible to add attributes to the body line.

Note: You should read the following section for informational purposes only: Style sheets are now the preferred way to specify a document's presentation, the presentational attributes of BODY have been deprecated. (quoted from W3.org) (Currently in GnuCash the bgcolor-tag is default part of the body-tag.)

The body-tag can be enhanced with attributes via the gnc:html-document-set-style! funtion. The general sytax:

(gnc:html-document-set-style!
    document                               ;; the reference to the current html-document
    "body"                                 ;; specify the tag to add attributes to
    'attribute (list "blabla" "balabala")  ;; first additional attribute
    'attribute (list "nonstop" "nonsens")  ;; second additional attribute
    'attribute (list "bgcolor" "#f6ffdb")  ;; third additional attribute
    [...]                                  ;; further attributes
)

The example above lists some imaginary attributes to indicate that the attribute definition will be added to the body-tag without further validity check. Invalid attributes will appear in the HTML-code but will have no visible effect on the document representation.

The rest of the body is filled with HTML-text by defintion of text objects, which gives the following structure

<body bgcolor="#ffffff">
<h3>[title]</h3>

  [text object 1]
  [text object 2]
    .     .    .
    .     .    .
    .     .    .
  [text object n]

</body>

whereas it does not matter if you define one or more text objects, you can put everything into one object or split it over several objects.

In Scheme these objects are defined like

(gnc:html-document-add-object!
    document               ;; the overall HTML document defined above
    (gnc:make-html-text    ;; a text object
        [text 1]             ;; part 1 of the text
        [text 2]             ;; part 2 of the text
             .   .
             .   .
             .   .
        [text m]             ;; part m of the text
    )
)

Note the above structure is the definition of 1 text object, which consists of m (sub-)text elements.

The text elements can be simple strings, or markup-formatted. Markup-commands are found in

  • Linux Ubuntu: /usr/share/gnucash/scm/html-text.scm:
gnc:html-markup-p        ;; markup for "paragraph"
gnc:html-markup-tt       ;; markup for fixed font (type writer style)
gnc:html-markup-em       ;; markup for "emphasis"
gnc:html-markup-b        ;; markup for "bold"
gnc:html-markup-i        ;; markup for "italic"
gnc:html-markup-h1       ;; markup for headers on level 1
gnc:html-markup-h2       ;; markup for headers on level 2
gnc:html-markup-h3       ;; markup for headers on level 3
gnc:html-markup-br       ;; markup for line "break" (no text)
gnc:html-markup-hr       ;; markup for "horizontal line" (no text)
gnc:html-markup-ul       ;; markup for "unsorted list" (bullet list)
gnc:html-markup-anchor   ;; markup for hyperlinks
gnc:html-markup-img      ;; markup for images

To give you a basic idea, an example of simple text objects:

(gnc:html-document-add-object!
     document
     (gnc:make-html-text 
        "some text" 
        "some other text" 
        (gnc:html-markup-br)
        (gnc:html-markup-tt "tt text")
        (gnc:html-markup-h1 "header1 text")
        (gnc:html-markup "bla" "tirili flöt")
        (gnc:html-markup "i" "italic text")
    )
)

results in following HTML-code

<body bgcolor="#f6ffdb">
<h3>GnuCash Report Prototype</h3>
some text some other text
<br />
<tt>tt text</tt>
<h1>header1 text</h1>
<bla>tirili flöt</bla>
<i>italic text</i>
</body>

Note that it is possible to define new tags (here: "bla") if needed by using gnc:html-markup.

Again: Take a good look at hello-world.scm and explore many more examples how to format HTML-text.

Examine:

html-scatter.scm
html-acct-table.scm
html-piechart.scm
html-table.scm
html-linechart.scm

to find out more about

gnc:make-html-scatter
gnc:make-html-acct-table
gnc:make-html-barchart
gnc:make-html-table
gnc:make-html-linechart

The gnc:define-report Statement

If you want to follow the #Simple Proposal for Linux to setup a simple development environment then you need updates to this section only

  • once that you set up the development environment
  • once that your report is ready, fully tested, and shall become part of your standard reports

And again, hello-world.scm already proposes how you should proceed in the latter case

[...] 
to contribute your brand new, totally cool report, consult the mailing list "mailto:gnucash-devel@gnucash.org"
[...]

Barcharts

The minimum definition is of a bar chart report is shown in the following example. Before running, update name, report-guid and menu-tip values appropriately.

;; -*-scheme-*-

;; This is a minimum barchart report definition in GnuCash.
;; It illustrates the the minimum definitions needed to create
;; a new GnuCash barchart report.
;; It will create a page with heading 'Prototype'.
;; To be used as template.

;; ------------------------------------------------------------------
;; Top-level definitions
;; ------------------------------------------------------------------

(define-module (gnucash report prototype))
(use-modules (gnucash gnc-module))
(gnc:module-load "gnucash/report/report-system" 0)

;; ------------------------------------------------------------------
;; Define the Options for this report
;; ------------------------------------------------------------------

(define (options-generator)    
  (let* ((options (gnc:new-options)))         
    options))

;; ------------------------------------------------------------------
;; Render the HTML document
;; ------------------------------------------------------------------

(define (document-renderer report-obj)
  (let (
         (document (gnc:make-html-document))
         (chart (gnc:make-html-barchart))
       )

       (gnc:html-barchart-set-title! chart "Barchart Title")		;; optional
       (gnc:html-barchart-set-subtitle! chart "Barchart Sub-Title")	;; optional
       (gnc:html-barchart-set-width! chart 400)
       (gnc:html-barchart-set-height! chart 400)
       (gnc:html-barchart-set-row-labels! chart '("row1" "row2"))
       (gnc:html-barchart-set-y-axis-label! chart "y-Axis-Label")	;; optional
       (gnc:html-barchart-set-x-axis-label! chart "x-Axis-Label")	;; optional
       (gnc:html-barchart-append-column! chart '(100 200))
       (gnc:html-barchart-append-column! chart '(110 210))

       (gnc:html-barchart-set-col-labels! chart '("col1" "col2"))
       (gnc:html-barchart-set-col-colors! chart '("green" "blue"))
       
       (gnc:html-document-add-object! document chart)

       document ;; RETURN value
  )
)

;; ------------------------------------------------------------------
;; Define the actual report
;; ------------------------------------------------------------------

(gnc:define-report
 'version 1
 'name (N_ "Prototype")
 'report-guid "<paste generated unique report id here>"
 'menu-tip (N_ "Unstable. Used for Testing.")
 'menu-path (list gnc:menuname-utility)
 'options-generator options-generator
 'renderer document-renderer)

If you look at the HMTL source for this report after it is generated, you will see a line with the <img> tag. The image for the report is encoded inline in a very long ASCII code string.

<img src="data:image/png;base64,<very_long_ASCII_coded_string>" alt="Cannot display barchart"/> &nbsp;

The GnuCash API

The GnuCash application programming interface (maint or master branch) is quite intimidating, unfortunately. Luckily, for the reports, most of the stuff needed can be found in the scheme sources. Here some random examples of handy procedures (paths shown refer to the location in a source tarball; might be copied into the location as above in your installation):

  • create a monetary object via gnc:make-gnc-monetary src/engine/gnc-numeric.scm
  • get the amount of a monetary object via gnc:gnc-monetary-amount src/engine/gnc-numeric.scm
  • get an account name via gnc-account-get-name src/engine/swig-engine.c
  • create a commodity collector via gnc:make-commodity-collector src/report/report-system/report-utilities.scm

The mightiness of the API is huge. As of GnuCash 2.4.10, there were over 1000 GnuCash api calls that could be made from reports.

It is by far too much to be documented in this Wiki-page.

However, having a table at hand which includes the most common function calls is convenient especially at the start of digging into it.

That is why following table is included in this chapter. The table does not purport to be exhaustive, nor even aim to be, but Scheme-Report developers are invited to add to this table whenever they come across additions of general interest.

Name Source Example Comments
gnc:account-get-balance-at-date report-utilities.scm Returns the account balance as a gnc-numeric record. To get the float value, you can use gnc:gnc-numeric-num and gnc:gnc-numeric-denom (see below). Example:
(let* (
        (bal 
            (gnc:account-get-balance-at-date
               acct 
               date
               #f ;; include children?
            )
        )
        (num (gnc:gnc-numeric-num bal))
        (denom (gnc:gnc-numeric-denom bal))
      )
      (/ num denom 1.0)
)
gnc:html-table-append-row! html-table.scm Appends a row to an HTML table.

Note that row can be a list. If so, then each list element represents a column entry. Example:

(gnc:html-table-append-row! table (list e1 e2 e3))

will result in:

<tr>
<td>e1<td>
<td>e2<td>
<td>e3<td>
</tr>

Note that only simple lists are supported for. If you use nested lists as input, then the whole list contents of the nested lists will be displayed.

gnc:gnc-numeric-denom gnc-numeric.scm Returns the denominator part of a gnc-numeric record.
gnc:gnc-numeric-num gnc-numeric.scm Returns the numerator part of a gnc-numeric record.
gnc-account-get-full-name gnc_account_get_full_name() in Account.c hello-world.scm Returns the account name in the format

ParentLevel1:ParentLevel2:...:AccountName

To only get the AccountName use xaccAccountGetName

gnc-transaction-get-date-posted gnc_transaction_get_date_posted() in engine-helpers.c Returns the posting date of a transaction. Transactions are return e.g. by xaccSplitGetParent, see below. Note that this function will return the date as numerical value. If you need to have it human readable, you need to convert this numerical value into a date string, like so:
(gnc-print-date (gnc-transaction-get-date-posted (xaccSplitGetParent split)))
gnc-window-show-progress gnc_window_show_progress() in gnc-window.c report-utilities.scm Used to forward processing progress information to the user. In report-utilities.scm this is wrapped in the routines:
  • gnc:report-starting
  • gnc:report-render-starting
  • gnc:report-percent-done
  • gnc:report-finished

The standard report cash-flow.scm makes use of this api.

xaccAccountGetDescription Account.c Returns the account description. To be used with the account as input parameter:
(xaccAccountGetDescription acct)
xaccAccountGetName Account.c hello-world.scm Returns the account name. To get the full account name including parent names use gnc-account-get-full-name
xaccAccountGetNotes Account.c Returns the account notes. This is the text field that is found in the edit dialog of the accounts. To be used with the account as input parameter:
(xaccAccountGetNotes acct)
xaccAccountGetSplitList Account.c report-utilities.scm Returns the the list of transactions in a given account. Note that in GnuCash each transaction is a split even if it is not a split transaction. A non-split transaction is a transaction consisting of a single split.

To get the numerical value for the amount of splits in a list of accounts use gnc:accounts-count-splits defined in report-utilities.scm. The standard report cash-flow.scm makes use of this api.

xaccAccountGetType Account.c Returns the account type, which is the text field that is found in the edit dialog of the accounts. To be used with the account as input parameter (xaccAccountGetNotes acct)

The following account types are available:

  • ACCT-TYPE-BANK
  • ACCT-TYPE-CASH
  • ACCT-TYPE-CREDIT
  • ACCT-TYPE-ASSET
  • ACCT-TYPE-LIABILITY
  • ACCT-TYPE-STOCK
  • ACCT-TYPE-MUTUAL
  • ACCT-TYPE-CURRENCY
  • ACCT-TYPE-INCOME
  • ACCT-TYPE-EXPENSE
  • ACCT-TYPE-EQUITY
  • ACCT-TYPE-CHECKING
  • ACCT-TYPE-SAVINGS
  • ACCT-TYPE-MONEYMRKT
  • ACCT-TYPE-RECEIVABLE
  • ACCT-TYPE-PAYABLE
  • ACCT-TYPE-CREDITLINE
  • ACCT-TYPE-TRADING
xaccSplitGetAccount Split.c Returns the account object that the split belongs to. To get the name from the returned account, use:
(xaccAccountGetName (xaccSplitGetAccount split))
xaccSplitGetCorrAccountName Split.c Returns the account name at the other end of the split as a string.
xaccSplitGetParent Split.c Returns the parent transaction the split belongs to. See gnc-transaction-get-date-posted for an example how to use it.

Other Resources

One other way to create custom reports outside GnuCash, but directly from GnuCash data, is to use Ledger-CLI.

Old GnuCash Report Information

(may be very out of date)

Learning Scheme