Difference between revisions of "RootsMagic 8:Research Reports"

From RootsMagic Wiki
Jump to navigation Jump to search
Line 168: Line 168:
 
== Research Notes ==
 
== Research Notes ==
  
Text
+
 
 +
RootsMagic offers many reports to help with your research:
 +
 
 +
·Correspondence list - Prints items entered into the correspondence log.
 +
 
 +
·Repository list - Lists the repositories and items linked to each repository.
 +
 
 +
·Research Log - Prints a research log and all the items in the log
 +
 
 +
·Research notes - Prints the research notes and comments for every citation for a person or family.
 +
 
 +
·Source list - Prints a list of sources in your database, as well as citations and repositories for each source.
 +
 
 +
·To-Do list - Prints to-do tasks filtered and sorted.
  
 
== Source List ==
 
== Source List ==

Revision as of 20:22, 10 June 2021

Navigation: RootsMagic 8 > Reports And Charts >


Repository List

This report lists the repositories and items linked to each repository.

To print a repository list:


1.

Open the Repository List - Report Settings dialog by either



a.

·Open the Reports dialog by selecting "File, Print a report" from the main menu, by clicking the printer button on the toolbar, by pressing Ctrl+P, and click either "Lists" or "All Reports" from the list on the left side of the Reports dialog.

·Choose "Repository List" from the list on the right side of the Reports dialog, and click "Create Report" to open the Reports Settings dialog, or Close to exit the dialog.



b.

·Open the Repository list dialog by selecting "Lists, Repository list" from the main menu.

·Click Print from the Repository List dialog.



2.

Select your options from the Reports Settings dialog:



a.

Print all repositories in database – Select this option to print a list of all the repositories in the database.



b.

Print a single repository – Select this option to print a single repository. Click the "Select" button to choose the repository.



c.

Address – Mark this to print the full address for each repository.



d.

Note – Mark this to print the note for each repository.



e.

Sources in repository – Mark this to print the sources in each repository.



i.

Actual text from source – Mark this to print the actual text from each source.



ii.

Comments about source – Mark this to print the comments about each source.



f.

To-do tasks at repository – Mark this to print all the to-do tasks for each repository.



i.

Open tasks – Print open to-do tasks.



ii.

Completed tasks – Print completed tasks.



iii.

Full details – Print the full details about each to-do task.



g.

Correspondence with repository – Mark this to print all correspondence with this repository.



i.

'Sent' correspondence – Mark this to print correspondence you sent to the repository.



ii.

'Received' correspondence – Mark this to print correspondence you received from the repository.



iii.

Full details – Print the full details about correspondence with the repository.



h.

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.



3.

Choose Fonts and Layout to change your settings from the default values. (Click Reset to return all settings to the default settings.)



4.

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, save the report to disk, or email the report.

Research Notes

RootsMagic offers many reports to help with your research:

·Correspondence list - Prints items entered into the correspondence log.

·Repository list - Lists the repositories and items linked to each repository.

·Research Log - Prints a research log and all the items in the log

·Research notes - Prints the research notes and comments for every citation for a person or family.

·Source list - Prints a list of sources in your database, as well as citations and repositories for each source.

·To-Do list - Prints to-do tasks filtered and sorted.

Source List

Text

Task List

Text