Mike Bray - Report Writer Extension

SteveH42's Avatar

SteveH42

30 Sep, 2020 09:44 PM

Hi Mike
I have been looking at your bitbucket site - specifically your extensions for reporting.
I am a little confused with the information in the 2019 Wiki around the Report Writer section. Some of the links show details of the Jasper Reports extension and also refers to items that don't seem to exist in this extension once installed. Specifically things like being able to select different output formats and the screenshot of the parameters screen (https://bitbucket.org/mikerb/moneydance-2019/wiki/Report%20Writer%20Filter%20Parameters) contains items that I don't have.

Am I looking at the wrong thing or is this just that the documentation is out of step with the actual extension?

Regards
Steve

  1. 1 Posted by Mike Bray on 01 Oct, 2020 07:45 AM

    Mike Bray 's Avatar

    Steve, Report Writer is under development and has not been released, I
    wouldn't use the Wiki for this.  You must have listed the files in the
    Wiki to get to it as you can not get to it via the Home screen.

  2. 2 Posted by SteveH42 on 01 Oct, 2020 08:03 AM

    SteveH42's Avatar

    Hi Mike, I did think as much. I was looking for something that will create custom reports as the ones inside MD are pretty basic and limited. I sort of stumbled across this as I was looking. It looks very promising so will be quite keen to take a further look once you have a beta release?
    Regards
    Steve

  3. 3 Posted by tonyt on 08 Nov, 2020 07:00 AM

    tonyt's Avatar

    Hi Mike
    Any progress on this, so looking forward to seeing a 'production' version
    Cheers
    tonyt

  4. 4 Posted by Mike Bray on 08 Nov, 2020 09:38 AM

    Mike Bray 's Avatar

    Hi Tony, not yet it will be a few months. The post was to try and get
    input on what people would expect to see.

  5. 5 Posted by derekkent23 on 08 Nov, 2020 09:51 AM

    derekkent23's Avatar

    Hi Mike

    I think a report writer is a great idea. The key to how well received it would be dependents on how easy it is for the average person you use. The need to know what’s going on under the bonnet will put most people off.
    I know this depends on who your target user is.

  6. 6 Posted by Stuart Beesley ... on 08 Nov, 2020 10:00 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    I agree. As a geek, I want to be able to dump/extract raw data without having to write a script (eg just dump all prices or all securities or all txns). But also as a ‘normal’ user, I want to be able to extract the data as MD presents it.

    For example, I just wrote a script to extract investment register data. It took quite a while to understand the MD ‘model’ and then translate that to a format that mirrors the MD onscreen investment register.

    Perhaps have a ‘Geek’ / ‘User’ mode and flip between the two. The problem i see is that you will have to code for all datasets but then that’s what will make this tool useful.

    I’m happy to beta test any early code and provide comments.

    Regards Stuart

  7. 7 Posted by Mike Bray on 08 Nov, 2020 10:15 AM

    Mike Bray 's Avatar

    Thanks for the feedback, you have both raised the one concern I had,
    which is the ability of the user to use the extension.  The fields I am
    making available are those on the screen for each record, for example
    the Account Maintenance screen, the transaction screen and the
    investment  transaction screen.  I am not exposing the underlying fields
    or codes. For example for transaction status I am outputing
    CLEARED/UNRECONCILED/RECONCILING not the internal status which is
    numeric. I am only outputing individual records, there is no
    summarisation.  I expect users to either use Excel or Jasper Reports to
    do the summarisation.

    I know that Jasper Reports is not a general user tool but more of an
    educated/IT savy user tool, but it is well known and free.  If people
    wish to use a different tool they can do so by outputing the data top a
    database.
    Regards
    Mike

  8. 8 Posted by Stuart Beesley ... on 08 Nov, 2020 10:30 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Well I think having the on screen data version will be the priority for most people. So great!!

    Regards Stuart

    On 8 Nov 2020, at 10:15, Mike Bray <[email blocked]> wrote:

    

  9. 9 Posted by SteveH42 on 08 Nov, 2020 10:54 AM

    SteveH42's Avatar

    I would agree. I think that initially for most people, they will want to be able to report on what they see on screen rather than the underlying data structure.
    I too, would be more than happy to beta test when you get a little nearer.

    Regards
    Steve

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