Difference between revisions of "RootsMagic 8:List Reports"

From RootsMagic Wiki
Jump to navigation Jump to search
 
(22 intermediate revisions by the same user not shown)
Line 20: Line 20:
 
##Print website URL – Mark this checkbox to print the website URL of each person.
 
##Print website URL – Mark this checkbox to print the website URL of each person.
 
##Print address notes – Mark this checkbox to print the address notes of each person.
 
##Print address notes – Mark this checkbox to print the address notes of each person.
##Print preparer's name and 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 and 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
 
#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.
 
#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 37: Line 37:
 
##Color coding - Check to print color coding for people
 
##Color coding - Check to print color coding for people
 
##Private facts - Check to include any private facts
 
##Private facts - Check to include any private facts
##Print preparer - 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 - 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
 
#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.
 
#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 57: Line 57:
 
##Print private facts - Mark whether you want to include facts that are marked private or not.
 
##Print private facts - Mark whether you want to include facts that are marked private or not.
 
##Only include living people – Mark this checkbox if you want RootsMagic to only include people who have their "Living" checkbox checked.
 
##Only include living people – Mark this checkbox if you want RootsMagic to only include people who have their "Living" checkbox checked.
##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
 
#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.
 
#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.
 +
 +
== CountyCheck List ==
 +
 +
Displays a list of events with place problems like a county which didn't exist on the date of the event.  CountyCheck currently works for places in the US, Canada, UK, and Australia.
 +
To print a CountyCheck list:
 +
#Select the Publish page
 +
#Select "All reports and charts"
 +
#Select "CountyCheck"
 +
#Select your options from the Report Settings panel:
 +
#;[[File:RM8_CountyCheck-List.jpg|CountyCheck List]]
 +
##People to include – Choose whether you want to check events for everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
 +
##Information to include – Choose which messages you want printed: errors (like a county not existing on a date), suggestions (for possible missing parts of the place), or matches.
 +
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
 +
##Print color coding – Mark this checkbox to print any color coded people in color.
 +
##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, save the report to disk.
  
 
== Descendant List ==
 
== Descendant List ==
Line 83: Line 100:
 
##Place details - Mark this checkbox to include place details
 
##Place details - Mark this checkbox to include place details
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
##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
 
#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.
 
#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 116: Line 133:
 
###Find people with the same reference numbers - RootsMagic will look for any individuals that have matching reference numbers. This is not the same as record numbers (which would never match since no two people in a database have the same record number). The reference number is a fact which can be added to an individual. All other information in the person's record will be ignored.
 
###Find people with the same reference numbers - RootsMagic will look for any individuals that have matching reference numbers. This is not the same as record numbers (which would never match since no two people in a database have the same record number). The reference number is a fact which can be added to an individual. All other information in the person's record will be ignored.
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
##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
 
#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, or send the report to your printer.
 
#Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, or send the report to your printer.
Line 141: Line 158:
 
##People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
 
##People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
##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
 
#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.
 
#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 167: Line 184:
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print color coding – Mark this checkbox to print any color coded people in color.
 
##Print color coding – Mark this checkbox to print any color coded people in color.
##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
 
#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.
 
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 184: Line 201:
 
##Starting person – Select the person you want to print the kinship list for.
 
##Starting person – Select the person you want to print the kinship list for.
 
##Print color coding - Mark this checkbox to print any color coded people in color.
 
##Print color coding - Mark this checkbox to print any color coded people in color.
##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
 
#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.
 
#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 208: Line 225:
 
##Print "Qualified" for qualified ordinance - Mark this checkbox if you want RootsMagic to write the word "Qualified" for ordinances that the person is qualified for.
 
##Print "Qualified" for qualified ordinance - Mark this checkbox if you want RootsMagic to write the word "Qualified" for ordinances that the person is qualified for.
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
##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
 
#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.
 
#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 231: Line 248:
 
##Print couples with NO marriage event – Mark this checkbox to include couples without a marriage event.
 
##Print couples with NO marriage event – Mark this checkbox to include couples without a marriage event.
 
##Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
##Print preparer name and 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 name and 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
 
#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.
 
#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 250: Line 267:
 
###Have this fact but the place is blank
 
###Have this fact but the place is blank
 
##People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
 
##People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
##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
 
#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.
 
#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 265: Line 282:
 
#Select "Multimedia List"
 
#Select "Multimedia List"
 
#Select your options from the Report Settings panel:
 
#Select your options from the Report Settings panel:
#;[[File:RM8_Publish-Reports-MultimediaList.jpg|Multimedia List Settings]]
+
#;[[File:RM8_Publish-Reports-MultimediaList-1.jpg|Multimedia List Settings]]
 
##People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
 
##People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
 
##Individual media items – Items attached to people.  
 
##Individual media items – Items attached to people.  
Line 274: Line 291:
 
##Place media items – Items attached to places.
 
##Place media items – Items attached to places.
 
##Place detail - Items attached to place details.
 
##Place detail - Items attached to place details.
##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.
##Media types to include – Select which types of media (photographs, audio or video clips, document files) you want to include in the list.
+
##Media types to include – Select which types of media (images, sound or video clips, files) you want to include in the list.
 
#Choose the various <u>[[RM8:Report_Settings|layout and style settings]]</u> for 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.
 
#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 314: Line 331:
 
###Print events in a single place.  Use the Select button to choose which place to print the events for.
 
###Print events in a single place.  Use the Select button to choose which place to print the events for.
 
###Print events near a place.  You will need to choose a place, and then select a radius (in miles) that you want RootsMagic to include places.  For example, you can choose to include all events within 50 miles of Dallas, Texas.
 
###Print events near a place.  You will need to choose a place, and then select a radius (in miles) that you want RootsMagic to include places.  For example, you can choose to include all events within 50 miles of Dallas, Texas.
 +
###Print filtered places. Print all places containing specific text.
 +
###Print filtered places and events. Print all places containing specific text.
 
##Reverse place names (groups places geographically) – Check this if you want RootsMagic to reverse the place names so they are listed by largest place name to smallest.
 
##Reverse place names (groups places geographically) – Check this if you want RootsMagic to reverse the place names so they are listed by largest place name to smallest.
 
##Print place details – Check this if you want RootsMagic to include the place details when printing events that happened in each place.
 
##Print place details – Check this if you want RootsMagic to include the place details when printing events that happened in each place.
 
##Print latitude and longitude if entered – Mark this if you want RootsMagic to print any latitudes and longitudes that you have entered for places.
 
##Print latitude and longitude if entered – Mark this if you want RootsMagic to print any latitudes and longitudes that you have entered for places.
##Print notes/history for each place – Select this if you want RootsMagic to print the place note for each place and place detail (if place details are included in option c above). Note that private information will be included.
+
##Print notes/history for each place – Select this if you want RootsMagic to print the place note for each place and place detail (if place details are included in option 3 above). Note that private information will be included.
##Print list of images for each place – Check this if you want RootsMagic to print a list of all the media items attached to the place and place detail (if place details are included in option c above).
+
##Print list of images for each place – Check this if you want RootsMagic to print a list of all the media items attached to the place and place detail (if place details are included in option 3 above).
 
##Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
##Print preparer information – Select 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 – Select 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
 
#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.
 
#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 335: Line 354:
 
#;[[File:RM8_Publish-Reports-StatisticsList-Settings.jpg|Statistics List Settings]]
 
#;[[File:RM8_Publish-Reports-StatisticsList-Settings.jpg|Statistics List Settings]]
 
##People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
 
##People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
##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
 
#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.
 
#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 356: Line 375:
 
###Earliest occurrence of surname – By the earliest occurrence (date-wise) of the surname in the database
 
###Earliest occurrence of surname – By the earliest occurrence (date-wise) of the surname in the database
 
###Most recent occurrence of surname – By the most recent occurrence of the surname in the database
 
###Most recent occurrence of surname – By the most recent occurrence of the surname in the database
##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
 
#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.
 
#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 376: Line 395:
 
##Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
 
##Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
 
##Include place for each event – Mark this to include the place for each event printed.
 
##Include place for each event – Mark this to include the place for each event printed.
##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
 
#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.
 
#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 398: Line 417:
 
##Place details - WebTags attached to place details  
 
##Place details - WebTags attached to place details  
 
##Print notes for WebTags – Choose whether to include the notes entered for WebTags.
 
##Print notes for WebTags – Choose whether to include the notes entered for WebTags.
##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
 
#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.
 
#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 428: Line 447:
 
##Reverse place names - Mark this checkbox to print places in reverse (Country, State, County, City).
 
##Reverse place names - Mark this checkbox to print places in reverse (Country, State, County, City).
 
##Print color coding -  Mark this checkbox to print any color coded people in color.
 
##Print color coding -  Mark this checkbox to print any color coded people in color.
##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
 
#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.
 
#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.

Latest revision as of 03:28, 28 June 2022

Navigation: RootsMagic 8 > Reports And Charts >


Address List

Prints an address list of the people in your database.

To print an address list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Address List"
  4. Select your options from the Reports Settings panel:
    Address List Settings
    1. Addresses to print - Choose whether to print all addresses from your database, or to select certain individuals whose addresses you want to print (for example, all descendants of John Doe). If you choose "Selected people addresses", click Select to open the "Select people" screen to let you to choose the people to include by marking the checkbox beside the names of the desired individuals, and clicking OK.
    2. Columns - Choose how many columns you want the address list to be printed in. You can choose 1, 2, or 3 columns.
    3. Print phone numbers - Mark this checkbox to print the phone number of each person.
    4. Print email address - Mark this checkbox to print the email address of each person.
    5. Print fax number – Mark this checkbox to print the fax number of each person.
    6. Print website URL – Mark this checkbox to print the website URL of each person.
    7. Print address notes – Mark this checkbox to print the address notes of each person.
    8. Print preparer's name and 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Ahnentafel

Lists the ancestors of the highlighted person. The list is in a narrative format, but only includes the birth, marriage and death information for each person.

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Ahnentafel"
  4. Select your options from the Report Settings panel:
    Ahnentafel Settings
    1. Starting person – Lets you select the starting person for the report.
    2. Number of generations - Enter the number of generations you want RootsMagic to include in the Ahnentafel.
    3. Place details - Check to print the place details
    4. Color coding - Check to print color coding for people
    5. Private facts - Check to include any private facts
    6. Print preparer - 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Birthday and Anniversary List

Displays the birthdays and/or wedding anniversaries of the individuals in your database.

To print a birthday and anniversary list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Birthday and Anniversary List"
  4. Select your options from the Report Settings panel:
    Birthday & Anniversary List Settings
    1. People to include - Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    2. Birthdays - Include birthdays
    3. Anniversaries - Include anniversaries
    4. Include divorced marriages - Check this checkbox if you want RootsMagic to include anniversaries of couples that were divorced.
    5. Print private facts - Mark whether you want to include facts that are marked private or not.
    6. Only include living people – Mark this checkbox if you want RootsMagic to only include people who have their "Living" checkbox checked.
    7. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

CountyCheck List

Displays a list of events with place problems like a county which didn't exist on the date of the event. CountyCheck currently works for places in the US, Canada, UK, and Australia. To print a CountyCheck list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "CountyCheck"
  4. Select your options from the Report Settings panel:
    CountyCheck List
    1. People to include – Choose whether you want to check events for everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    2. Information to include – Choose which messages you want printed: errors (like a county not existing on a date), suggestions (for possible missing parts of the place), or matches.
    3. Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
    4. Print color coding – Mark this checkbox to print any color coded people in color.
    5. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Descendant List

Displays an indented list of the highlighted person's descendants. You can print a full descendancy (all descendants of a person), or a direct line descendancy (only the direct line between two people).

To print a descendant list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Descendant List"
  4. Select your options from the Report Settings panel:
    Descendant List - Full Descendancy
    1. List Type – Choose whether to print a full descendancy or a direct descendancy:
      1. Full descendancy - Select the starting person for the report.
      2. Direct line descendancy - Select the start person and the direct descendant.
    2. Format of list - Choose whether you want to print a single line for each person (name, birth and death date), or a single line for each person with name, birth date and death date in columns, or up to 4 lines for each person (name, birth date/place, marriage date/place, and death date/place).
    3. Numbering style - Choose what type of number to print in front of each person's name. You can choose from the generation number, Henry number, D'Aboville number, or outline numbering.
    4. Number of generations - Enter the number of generations you want RootsMagic to include in the descendant list.
    5. Spaces to indent each generation – Select how much indentation you want for each generation.
    6. Print lead dots before each person’s name – Mark this checkbox if you want RootsMagic to print leader dots in front of each person.
    7. Print spouses - Mark this checkbox if you want RootsMagic to include the spouses of each descendant.
    8. Print color coding - Mark this checkbox if you want RootsMagic to only print details in color for those who have color coding applied.
    9. Place details - Mark this checkbox to include place details
    10. Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
    11. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Duplicate List

Lists possible duplicate records in your database. This list can be useful when using the merge features of the program.

To print a duplicate list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Duplicate List"
  4. Select your options from the Report Settings panel:
    Duplicate List Settings
    1. Search Type
      1. Criteria - Find people where the following information matches - This option lets you enter criteria which RootsMagic will use to determine how closely two individuals must match to be considered duplicates. This criteria includes:
        1. Names sound alike - the soundex of the names of the 2 people must match
        2. Compare blank surnames – If this checkbox is not marked, RootsMagic will ignore individuals who do not have a surname entered.
        3. Compare blank given names – If this checkbox is not marked, RootsMagic will ignore individuals who do not have a given name entered.
        4. Start with what surname – There are times you may not want to search the entire database for duplicates. You can enter a surname in this field to begin searching for duplicates at that surname.
        5. Compare birth dates - If this checkbox is marked, RootsMagic will compare the birth dates of individuals to determine if they are duplicates.
        6. Compare birth places - If this checkbox is marked, RootsMagic will compare the birthplaces of individuals to determine if they are duplicates.
        7. Check blank dates – If this checkbox is marked RootsMagic will include people without birth dates.
        8. Check blank places – If this checkbox is marked RootsMagic will include people without birth places.
        9. Max years between births – The maximum number of years which the two birth dates can differ by.
        10. Compare death dates - If this checkbox is marked, RootsMagic will compare the death dates of individuals to determine if they are duplicates.
        11. Compare death places - If this checkbox is marked, RootsMagic will compare the death places of individuals to determine if they are duplicates.
        12. Check blank dates – If this checkbox is marked RootsMagic will include people without death dates.
        13. Check blank places – If this checkbox is marked RootsMagic will include people without death places.
        14. Max years between deaths – The maximum number of years which the two death dates can differ by.
      2. Find people with the same Ancestral File Numbers - RootsMagic will look for any individuals that have matching Ancestral File numbers. All other information in the person's record will be ignored.
      3. Find people with the same reference numbers - RootsMagic will look for any individuals that have matching reference numbers. This is not the same as record numbers (which would never match since no two people in a database have the same record number). The reference number is a fact which can be added to an individual. All other information in the person's record will be ignored.
    2. Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
    3. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. Click the "Generate Report" button to generate the report and display it in the Report Viewer. From there you can modify the report settings, or send the report to your printer.

Fact List

The fact list is actually several lists each related to facts. You can get a list of people with a fact type, without a fact type, with more than one of a fact type, and numerous other options.

To print a fact list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Fact List"
  4. Select your options from the Reports Settings panel:
    Fact List Settings
    1. Create a list of – Select the type of fact list you want to create.
      1. People with this fact type – Prints a list of everyone who has a fact of the type selected from the drop list of fact types.
      2. People missing this fact type – Prints a list of everyone who does not have a fact of the type selected from the drop list of fact types.
      3. People with more than one of this fact type – Prints a list of everyone who have more than one fact of the type selected from the drop list of fact types.
      4. Facts that have sources – Prints a list of all facts (and the people they belong to) which have a source.
      5. Facts without sources – Prints a list of all facts (and the people they belong to) which do not have a source.
      6. Facts with citation quality of – Prints a list of all facts (and the people they belong to) which match the criteria you select from three drop lists - Source, Information, and Evidence.
      7. Facts with text dates - Prints a list of facts which have irregular dates.
      8. Private fact list - Prints a list of private facts in the database.
    2. People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    3. Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
    4. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Individual List

Displays an alphabetical list of all or selected individuals. You can include events, parents, spouses, and children for each individual by marking the appropriate checkbox.

To print an individual list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Individual List"
  4. Select your options from the Report Settings panel:
    Individual List Settings
    1. List type
      1. Selected people – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
      2. No parents – Include only people who have no parents entered in the database.
      3. Multiple parents – Include only people who have more than one set of parents entered in the database.
      4. Unlinked – Include only people who are not linked to anyone else in the database.
    2. The facts (events) for each person
    3. The parents of each person
    4. The spouses of each person
    5. The children of each person
    6. Place details
    7. Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
    8. Print color coding – Mark this checkbox to print any color coded people in color.
    9. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings 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.

Kinship List

Shows how the highlighted individual is related to all the members of his or her family included in the database. Each person is listed alphabetically.

To print a kinship list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Kinship List"
  4. Select your options from the Report Settings panel:
    Kinship List Settings
    1. Starting person – Select the person you want to print the kinship list for.
    2. Print color coding - Mark this checkbox to print any color coded people in color.
    3. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

LDS List

Lists individual LDS ordinances and marriage sealings (based on your selections).

To print an LDS ordinance list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "LDS List"
  4. Select your options from the Report Settings panel:
    LDS List Settings
    1. Report type - Choose whether to print individual ordinances or marriage sealings.
    2. People to print - Choose which individuals to include in the list.
      1. All – Everybody in the database
      2. Only people who are missing one or more ordinances
      3. Only people who have all their ordinance work completed
      4. Only people who have an ordinance marked as "submitted"
      5. Only people who are qualified for at least one ordinance
    3. Include living individuals - Mark this checkbox if you want to include living individuals in the list.
    4. Print "Qualified" for qualified ordinance - Mark this checkbox if you want RootsMagic to write the word "Qualified" for ordinances that the person is qualified for.
    5. Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.
    6. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Marriage List

Prints a list of all "couples" in the database.

To print a marriage list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Marriage List"
  4. Select your options from the Report Settings panel:
    Marriage List Settings
    1. Sort marriage list by – Select whether you want to sort the list by
      1. Husband name
      2. Wife name
      3. Marriage date
      4. Marriage place
      5. Marriage rec # (or MRIN)
    2. Print couples with a marriage event – Mark this checkbox to include couples with a marriage event.
    3. Print couples with NO marriage event – Mark this checkbox to include couples without a marriage event.
    4. Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
    5. Print preparer name and 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Missing Info List

The Missing Information List allows you to choose any group of fact types and have RootsMagic print a list of every person missing one or more of those fact types. To print a missing information list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Missing Info List"
  4. Select your options from the Report Settings panel:
    Missing Info List Settings
    1. Select missing fact types to print – Mark any fact types you want RootsMagic to check for. You can mark more than one fact type. You can click a marked fact type and unmark it.
    2. Print people who – Select the types of missing information you want to search for:
      1. Are missing this fact
      2. Have this fact but the date is blank
      3. Have this fact but the place is blank
    3. People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    4. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Multimedia List

Lists multimedia items in your database. This list also shows you the location (directory and file name on your computer) of each scrapbook item. If RootsMagic cannot find a scrapbook item, it will print [*NOT FOUND*] in front of the filename where it thinks the file is supposed to be.

To print a multimedia list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Multimedia List"
  4. Select your options from the Report Settings panel:
    Multimedia List Settings
    1. People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    2. Individual media items – Items attached to people.
    3. Family media items – Items attached to families.
    4. Event (fact) media items – Items attached to events.
    5. Source media items – Items attached to sources.
    6. Citation media items - Items attached to citations.
    7. Place media items – Items attached to places.
    8. Place detail - Items attached to place details.
    9. 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 "Settings, Preparer" dialog.
    10. Media types to include – Select which types of media (images, sound or video clips, files) you want to include in the list.
  5. Choose the various layout and style settings for the report
  6. 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.

On This Day List

Lists all events from your database which occurred on a selected day. You can also choose to print famous births, deaths and events which occurred on that same day.

To print the On This Date report:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "On This Day List"
  4. Select your options from the Report Settings panel:
    On This Day List Settings
    1. Month - Select the month
    2. Date – Select the day that you want to print the list for.
    3. Family Events
    4. Famous Births
    5. Famous Deaths
    6. Historical Events
    7. Include private events – Check to print any events that have been marked as "private"
  5. Choose the various layout and style settings for the report
  6. 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.

Place List

Lists all places in the database and the events that occurred in those places. If no event occurred in a place, that place will not appear on your report.

To print a place list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Place List"
  4. Select your options from the Reports Settings panel:
    Place List Settings
    1. Places to print – Choose which places you want to print:
      1. Print all places in the database
      2. Print all places (including events)
      3. Print events in a single place. Use the Select button to choose which place to print the events for.
      4. Print events near a place. You will need to choose a place, and then select a radius (in miles) that you want RootsMagic to include places. For example, you can choose to include all events within 50 miles of Dallas, Texas.
      5. Print filtered places. Print all places containing specific text.
      6. Print filtered places and events. Print all places containing specific text.
    2. Reverse place names (groups places geographically) – Check this if you want RootsMagic to reverse the place names so they are listed by largest place name to smallest.
    3. Print place details – Check this if you want RootsMagic to include the place details when printing events that happened in each place.
    4. Print latitude and longitude if entered – Mark this if you want RootsMagic to print any latitudes and longitudes that you have entered for places.
    5. Print notes/history for each place – Select this if you want RootsMagic to print the place note for each place and place detail (if place details are included in option 3 above). Note that private information will be included.
    6. Print list of images for each place – Check this if you want RootsMagic to print a list of all the media items attached to the place and place detail (if place details are included in option 3 above).
    7. Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
    8. Print preparer information – Select 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Statistics List

Shows statistics for any or all individuals in your database. These statistics include things like minimum, maximum, and average age at marriage and death, average number of marriages, etc.

To print a statistics list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Statistics List"
  4. Select your options from the Report Settings panel:
    Statistics List Settings
    1. People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    2. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Surname Statistics List

The Surname Statistics List prints each surname in the database, sorted in any number of ways. It includes the number of occurrences of the surname (total and among males and females), and the earliest and latest date the surname appears (births, christenings, deaths, and burials).

To print a surname statistics list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Surname Statistics List"
  4. Select your options from the Report Settings panel:
    Surname Statistics Settings
    1. Sort list by - Select the order to sort the surnames.
      1. Surname (alphabetical)
      2. Frequency of surname – By the frequency the surname occurs in the database
      3. Frequency of males with surname – By the frequency the surname occurs among males in the database
      4. Frequency of females with surname – By the frequency the surname occurs among females in the database
      5. Earliest occurrence of surname – By the earliest occurrence (date-wise) of the surname in the database
      6. Most recent occurrence of surname – By the most recent occurrence of the surname in the database
    2. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Timeline List

The Timeline List chronologically lists every event/fact in the lives of a single individual or a selected group of people.

To print a timeline list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Timeline List"
  4. Select your options from the Report Settings panel:
    Timeline List Settings
    1. Timeline type
      1. Individual timeline list – Chronologically lists every fact or event in the life of a single person. you can include the birth, marriage, and death information about any selected family member(s). Events for these other family members will only be printed if they occur during the lifetime of the starting person.
      2. Group timeline list – Chronologically lists every fact/event for any group of people you select.
    2. Select others to include in timeline – Choose whether you want to include "Nobody" else, individuals selected from list, or people in a named group. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    3. Print private facts – Mark this checkbox to indicate you want to include facts that are marked private.
    4. Include place for each event – Mark this to include the place for each event printed.
    5. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

WebTags List

Lists WebTags in your database. This list also will print the name, URL, and note for each WebTag.

To print a WebTags list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "WebTags List"
  4. Select your options from the Report Settings panel:
    WebTags List Settings
    1. People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    2. Individual WebTags – WebTags attached to people.
    3. Task – WebTags attached to tasks.
    4. Source WebTags – WebTags attached to sources.
    5. Citation WebTags – WebTags attached to citations.
    6. Place WebTags – WebTags attached to places.
    7. Place details - WebTags attached to place details
    8. Print notes for WebTags – Choose whether to include the notes entered for WebTags.
    9. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.

Who Was There List

The "Who Was There" list is a very powerful report that lets you see every person who was in a particular place at a particular time. The report will print the name of each person who may have been in that place at that time, along with their birth and death date, and any events in their lives that occurred in that place.

  1. You can print a report for large general areas like countries, or down to a specific town.
  2. You can include people who may have been there on a specific date, or during a wider time period
  3. You can filter to include only people who were a certain age at that time
  4. You can choose to print alternate names for the person
  5. You can print the married name for women on that date
  6. You can apply any other filtering already offered by RootsMagic

To print a Who Was There list:

  1. Select the Publish page
  2. Select "All reports and charts"
  3. Select "Who Was There List"
  4. Select your options from the Reports Settings panel:
    Who Was There List Settings
    1. Find people who may have lived in this place – Enter a city, state, or country.
    2. On this date – Enter a date or a time period.
    3. Life span (average) – Enter an average life span for RootsMagic to use for people who are missing a birth or death date.
    4. People to include – Choose whether you want to include everyone in your database, a selected list of people, or a named group of people. If you choose "Select from list", the people button beside the field changes from gray tones to color and RootsMagic opens the "Select people" screen to let you to select the people to include by marking the checkbox beside the names of the desired individuals. Click OK to close the dialog. You can click on this color button to re-open the "Select People" screen to change your selection.
    5. Minimum and Maximum age - Enter ages to filter the list by.
    6. Print married name on date - Mark this checkbox to print the most likely married name for each female on the date selected.
    7. Print alternate names - Mark this checkbox to print any alternate names entered for each person.
    8. Reverse place names - Mark this checkbox to print places in reverse (Country, State, County, City).
    9. Print color coding - Mark this checkbox to print any color coded people in color.
    10. 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 "Settings, Preparer" dialog.
  5. Choose the various layout and style settings for the report
  6. 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.