There are some questions that would help us:


1) What do you think about the produced reports being saved to Google Drive?


2) What do you think about scheduling the generation of reports, say, monthly 
or weekly, and being sent to a list of predefined emails?


Would you mind help us with this questions, so we can move forward?

Thanks

1) Saving it to Drive would be ideal. This way they are ensured to be backed up 
somewhere safe.

2) This is what I imagined would happen. Have a setup screen to select what 
accounts or groups are to be included in the report, how frequent it should be 
generated, and who it should be sent to.

Also, these reports should include more than just graphs or charts. Ideally the 
report should show the balance of each account at the beginning of the report 
period, all the transactions that happened during the report period for each 
account, and the final ending balance of each account at the end of the report 
period. 

This way we can have a good idea of how money was moved around during that time 
period. 

Issue 4 has been merged into this issue.

We are developing an integration with Ultradox. A first example is already 
woking. 

You can go to http://www.ultradox.com and look for bkper tag to copy the 
example.
After copy you should click at the script "reload" button to authorize (Better 
guide comming soon).

The next examples will come with balances and charts.

Any feedback is welcome!

[deleted comment]

The better guide: http://about.bkper.com/articles_ultradox.html

Despite of the inicial version of Ultradox integration provided, that can work 
for almost all cases, we will leave this Issue opened since we still 
researching a simpler way, probably less powerful and flexible than Ultradox, 
but can fit well simpler cases for the average non technical users.

Just added "Update" Feature to Google Docs Add-on. 

Now the inserted statements (charts and tables) are connected to bkper, so you 
can update all at a time later.
This feature is very powerful if used with query variables ($d, $m, $y), so you 
always get your report updated over time.

We will still let this Issue open until next steps:
- Autosend periodically (Each number of days or Months)
- Add ability to also insert transactions list, the same way it works on Sheets 
Add-on

Feedbacks welcome!

Released an Autosend feature on Google Docs Add-on to periodically update, 
generate pdf report and send by email.

Released Transactions Tab to  Docs Add-on. Now users can also insert 
transactions on document.

If the que query filters by one a permanent account, an additional column with 
balances of that account will be added.

The basic feature is working. From now on the issues should be filled separated 
so we will iterating over each one and releasing improvements.

Feedbacks are welcome so we can continue evolving the Add-on.