RootsMagic 8:Research Reports - Revision history

Renee: /* Source List */

2022-06-19T05:03:46Z

Source List

Renee: /* Repository List */

2022-06-19T05:03:13Z

Repository List

Renee at 03:52, 28 September 2021

2021-09-28T03:52:45Z

Bruce: /* Research Log */

2021-09-09T20:38:46Z

Research Log

Bruce: /* Task List */

2021-09-09T20:36:16Z

Task List

Bruce: /* Research Log */

2021-09-09T20:32:06Z

Research Log

Bruce: /* Task List */

2021-09-09T20:30:45Z

Task List

Bruce: /* Source List */

2021-09-09T20:29:28Z

Source List

Bruce: /* Research Log */

2021-09-09T20:17:48Z

Research Log

Bruce: /* Task List */

2021-09-09T20:17:36Z

Task List

@@ Line 96: / Line 96: @@
 ##Citation quality – Mark this to print the citation quality for each citation.
 ##Detail Reference number - Mark this to print the optional detail reference number
-##Print preparer information - Mark this checkbox to print the preparer's name and address at the end of the list. You enter the preparer's name and address from the "Tools, File options" dialog.
+##Print preparer information - Mark this checkbox to print the preparer's name and address at the end of the list. You enter the preparer's name and address from the "<u>[[RM8: Preparer_Settings |Settings, Preparer]]</u>" dialog.
 #Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for the report
 #Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, send the report to your printer, or save the report to disk.

@@ Line 25: / Line 25: @@
 ##Completed tasks – Print completed tasks.
 ##Full details – Print the full details about each to-do task.
-##Print preparer's name/address – Mark this checkbox to print the preparer's name and address at the end of the list. You enter the preparer's name and address from the "Tools, File options" dialog.
+##Print preparer's name/address – Mark this checkbox to print the preparer's name and address at the end of the list. You enter the preparer's name and address from the "<u>[[RM8: Preparer_Settings |Settings, Preparer]]</u>" dialog.
 #Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for the report
 #Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, send the report to your printer, or save the report to disk.

@@ Line 26: / Line 26: @@
 ##Full details – Print the full details about each to-do task.
 ##Print preparer's name/address – Mark this checkbox to print the preparer's name and address at the end of the list. You enter the preparer's name and address from the "Tools, File options" dialog.
 #Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for the report
 #Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, send the report to your printer, or save the report to disk.
@@ Line 89: / Line 117: @@
 ###Priority
 ###Ref #
 ##Preparer - Choose whether to print preparer info at the end of the report
 #Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for the report
 #Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, send the report to your printer, or save the report to disk.

@@ Line 102: / Line 102: @@
 #Select your options from the Reports Settings panel:
 #;[[File:RM8_Publish-Reports-ResearchLog-Settings.jpg|Research Log Settings]]
+##Folder - Select which folder (research log) to print
+##Filter - Choose how you want to filter the tasks.  RootsMagic will open the <u>[[RM8:Filtering_Tasks|Filter Tasks]]</u> form for you to customize your list.
+##Sort by - Choose how you want to filter your list
 #Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for the report
 #Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, send the report to your printer, or save the report to disk.

@@ Line 81: / Line 81: @@
 #Select your options from the Reports Settings panel:
 #;[[File:RM8_Publish-Reports-TaskList-Settings.jpg|Task List Settings]]
+##Filter - Choose how you want to filter the tasks.  RootsMagic will open the <u>[[RM8:Filtering_Tasks|Filter Tasks]]</u> form for you to customize your list.
 #Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for the report
 #Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, send the report to your printer, or save the report to disk.

@@ Line 86: / Line 86: @@
 == Research Log ==
 #Select the Publish page
 #Select "All reports and charts"
@@ Line 92: / Line 94: @@
 #Select your options from the Reports Settings panel:
 #;[[File:RM8_Publish-Reports-ResearchLog-Settings.jpg|Research Log Settings]]
 #Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for the report
 #Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, send the report to your printer, or save the report to disk.

@@ Line 54: / Line 54: @@
 #Select "Source List"
 #Select your options from the Reports Settings panel:
+#;[[File:RM8_Publish-Reports-SourceList-Settings.jpg|Source List Settings]]
+##Print
-[[File:RM8_Publish-Reports-SourceList-Settings.jpg|Source List Settings]]
+###Print all sources in database sorted by – Select this option to print all of the sources in the database. You can choose whether to sort the list by Source name (the default), Bibliography, or your personal Source file number.
+###Print a single source – Select this option to print a single source. Click the "Select" button to select the source you want to print.
-a.
+##Short Footnote – Mark this to print the short footnote version of each source (in addition to the full version).
+##Bibliography – Mark this to print the bibliography version of each source (in addition to the full version).
-Print all sources in database sorted by – Select this option to print all of the sources in the database. You can choose whether to sort the list by Source name (the default), Bibliography, or your personal Source file number.
+##Source text – Mark this to print the actual source text for each source.
+##Source comments – Mark this to print the source comments about each source.
+##Repositories – Mark this to print the repositories for each source. You can also choose to print the address for each repository.
+#Citation details - Mark this checkbox to print all citations for each source in the list.
+##Research notes – Mark this to print the actual text of each citation.
-b.
+##Detail comments – Mark this to print any comments about each citation.
+##Citation quality – Mark this to print the citation quality for each citation.
-Print a single source – Select this option to print a single source. Click the "Select" button to select the source you want to print.
+##Detail Reference number - Mark this to print the optional detail reference number
+##Print preparer information - Mark this checkbox to print the preparer's name and address at the end of the list. You enter the preparer's name and address from the "Tools, File options" dialog.
 #Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for the report
+#Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, send the report to your printer, or save the report to disk.
 == Task List ==