Configuring ReportsYou can configure the default reports or create your own from them by selecting New report, and then configuring the new report. When you click Configure report you will be presented with the Report Tab of the Report Configuration dialog. Initially, the new report it is named the same as the old report with “(Customized)” added to the end. You can change the name to whatever you want. You can even name your custom reports the same as a default report, or the same as another custom report. You can use the Comment field to further distinguish reports.
The Report Configuration dialog has a Report tab and a Filters tab, which each have a number of subtabs. Each subtab displays options for configuring different aspects of the report. Note that specific subtabs and options within them may not appear if they are not relevant to the report being configured.
This is where you configure general information about the report as well as controlling details about what data is presented and how it is presented.
Here you set the basic properties of the report.
Report Name: Choose or edit the name for this report.
Comment: Enter a comment to help you remember the details of this report and identify it if the name is the same as any other report.
Convert values to base currency: Select this option to convert all values in the report to your base currency. Leave it unchecked if you'd like to see values in their original currency. If currencies are not converted, then subtotals will not be shown.
Mark as favorite report: Check this to cause this report to show up on the Home View and in the group of Favorite Reports.
Skip value if price is zero: This option is only used for investments reports which show prices instead of balances as all other reports do. Selecting this option includes prices only if there is an actual price for the date; otherwise 0 will be shown. In a graph, the value will be skipped. If this option is off, the last existing price is shown for a period. If it is on, in a table “0” is shown, and in a chart a linear interpolation for the missing values will be performed.
This is where you configure how you would like the rows and columns of the report to be selected and organized. This tab presents different configuration options depending on the style of report you are configuring.
For income/expense and net worth reports:
Budgets: If you have any budgets defined, you can select one as well as whether differences between budget and actual amounts should be propagated from one time period to the next
Totals: Choose whether to display a row and/or column for total amounts.
Rows: Choose whether to base the report on Income and Expense (Categories) or on Asset and Liability accounts.
Detail: Choose the level of detail required for this report.
The following levels of detail are available:
All: Show every category or account.
Top-Level: Show only the highest-level categories or accounts, and roll up the sums of the subordinate categories or accounts into those values.
Groups: Show only the totals of the income and expense or asset and liabilities.
Totals: Show only the grand totals.
In addition you can specify whether or not to include scheduled and/or transfer transactions and unused accounts or categories.
For transaction reports:
Organize by: Choose how to group the transactions in this report.
Show Columns: Choose which columns should be shown in the report. The date and transaction amount are always shown.
Include only Tax Categories: Only show categories which have been marked as tax-related.
Include only Investment Accounts: Only show transactions from investment accounts.
Include only Loan Accounts: Only show transactions from loan accounts.
Include transfers: Unless this is checked, transfer transactions are not included in transaction reports
Hide Split Transaction Details: When this option is available, it lets you specify that only the total amount of a split transaction is to be displayed.
Hide totals: Selecting this prevents Total lines from being calculated and displayed
This subtab allows you to configure what the report should look like when it is displayed as a chart. See the Graphs & Charts section for more explanation of the charting functions.
Chart Type: The visual format of chart desired.
Show grid lines: Whether to print horizontal and vertical grid lines on the chart.
Draw values on chart: Whether to print the data values on the chart itself for chosen data points.
Show chart by default: Whether this report should first be displayed as a chart when it's opened.
Logarithmic vertical axis: normally the vertical axis is linear.
Plot expenses downwards: normally both income and expenses are plotted upwards.
Line width: The width of data lines on the chart, specified in pixels.
The Range subtab has two sections, Date range and Data range for controlling the limits and subdivisions of the displayed data. Note that this only controls the display, to control the data used by KMyMoney to create the report, see the section on the Filters tab.
Selecting one of the descriptive values from the Range dropdown automatically sets the values of the From and To date fields. You can override either or both of those dates, in which case the first dropdown will show “User defined”.
The Ticks dropdown controls the placement of ticks on the date axis of the chart.
This lets you control the limits, ticks, and labels on the vertical data axis. The default value for the Range dropdown is “Automatic”, lets KMyMoney choose reasonable values for the other fields. If you select “User defined” you need to specify all the other fields. From and To set the lower and upper limits of the axis. Major tick length and Minor tick length control the positioning of larger and smaller tick marks along the axis. Labels Precision controls the number of decimal places used in the numbers displayed along the axis.
The filters tab has several subtabs, which can be used to filter or limit the data KMyMoney uses to prepare the report. These are the same subtabs used to control searching for transactions. Please refer to the Search Transactions section for details on those tabs.
Behind the scenes, Reports are actually implemented as a plugin in KMyMoney, and there are some items which can be configured through the Reports View Plugin Configuration dialog.
Maximum number of legend items to display limits the number of items to list in the legend of the graph or chart display of a report. This can be useful if there are enough items that the legend would otherwise overwhelm the main display.
Charts line width is the default width in pixels of any lines in the chart display of a report.
Charts palette gives some choice in the array of colors used in graphs and chart displays of a report.
Since the graph and chart displays of reports are shown using HTML, the Default CSS file lets you provide a css file to customize these displays.