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.
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?
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.
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.
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
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.
Hi, I am running Report Writer 3033.01 on a MAC OS 10.14 with Moneydance 2020.1(1928) from the Apple Store. It constantly shows a blank main screen following any kind of error. Most of the time but not always I can continue buy removing the install, deleting the \mrbredefault.mbjrp and starting over. It would be nice not to have to do that
Please can you post the error log. To be clear have you set the three
directories required on first use? Lastly please can you upgrade to
3034 that is available in the downloads folder.
This extension is outstanding! Development time (yep, using python3) is
short to get the information for some proper reports in the detail I
need. But having a bit of a problem with the accounts extract: it does
not seem to extract out the broker name and broker phone number. Is it
something that I am not doing within data selection; the only filter I
do is to include all dates, which does not affect this particular
selection of accounts? (Using 3030.0)
Broker name and phone number are only output on securities belonging to
an investment account. You can only enter these fields when you add a
security to the investment account. In the Data Selection Group, select
Accounts and Include Securities.
You should get the fields on the Security accounts.