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

  10. System closed this discussion on 07 Feb, 2021 11:00 AM.

  11. tonyt re-opened this discussion on 27 Mar, 2021 05:15 PM

  12. 10 Posted by tonyt on 27 Mar, 2021 05:15 PM

    tonyt's Avatar

    Hi Mike
    Are you any further forward with this?
    Cheers..

  13. 11 Posted by Mike Bray on 29 Mar, 2021 02:26 PM

    Mike Bray 's Avatar

    Hi Tony, the extension is available here: https://bitbucket.org/mikerb/moneydance-2019/downloads/

  14. 12 Posted by SteveH42 on 29 Mar, 2021 07:50 PM

    SteveH42's Avatar

    Hi Mike

    I just installed this version 3030.00 and all I get when I run it is a
    blank white screen.

    Regards

    Steve

    From: Mike Bray <[email blocked]>
    Sent: 29 March 2021 15:26
    To: [email blocked]
    Subject: Re: Mike Bray - Report Writer Extension [Extension Development
    #3113]

  15. 13 Posted by Mike Bray on 09 Apr, 2021 02:31 PM

    Mike Bray 's Avatar

    Hi Steve, please download the latest version from downloads, it is 3031. What is the file you have attached?

  16. 14 Posted by SteveH42 on 09 Apr, 2021 04:22 PM

    SteveH42's Avatar

    This is now working in 3031 - not sure what that file is - shouldn't be there.
    Thanks.

  17. 15 Posted by donald.reid on 17 Apr, 2021 05:55 PM

    donald.reid's Avatar

    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

  18. 16 Posted by Mike Bray on 18 Apr, 2021 12:26 PM

    Mike Bray 's Avatar

    Hi Donald,
    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.
    Regards
    Mike

  19. 17 Posted by sprimost on 28 Apr, 2021 07:23 PM

    sprimost's Avatar

    From: sprimost

    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)

    /scp

  20. 18 Posted by Mike Bray on 30 Apr, 2021 11:31 AM

    Mike Bray 's Avatar

    Hi Donald, sorry for the delay in responding.

    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.
    Regards
    Mike

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