RootsMagic 8:List Reports

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Address List

Prints an address list of the people in your database.

To print an address list:

1.

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

·Click Print from the Address List dialog.

2.

Select your options from the Reports Settings dialog:

a.

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.

b.

Columns - Choose how many columns you want the address list to be printed in. You can choose 1, 2, or 3 columns.

c.

Print phone numbers - Mark this checkbox to print the phone number of each person.

d.

Print email address - Mark this checkbox to print the email address of each person.

e.

Print fax number – Mark this checkbox to print the fax number of each person.

f.

Print website URL – Mark this checkbox to print the website URL of each person.

g.

Print address notes – Mark this checkbox to print the address notes of each person.

h.

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.

3.

Choose Font 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.

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.

To print an Ahnentafel:

1.

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

2.

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

3.

Select your options from the Report Settings dialog:

a.

Starting person – Lets you select the starting person for the report.

b.

Number of generations - Enter the number of generations you want RootsMagic to include in the Ahnentafel.

c.

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.

d.

Choose Font, Layout and Indexes 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.

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.

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

2.

Choose "Birthday and Anniversary" from the list on the right side of the Reports dialog, and click "Create Report" to open the Reports Setting dialog, or Close to exit the dialog.

3.

Select your options from the Report Settings dialog:

a.

Events to include - Mark whether you want to include birthdays, marriage anniversaries, or both.

i.

Include divorced marriages - Check this checkbox if you want RootsMagic to include anniversaries of couples that were divorced.

b.

Print private facts - Mark whether you want to include facts that are marked private or not.

c.

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.

d.

Only include living people – Mark this checkbox if you want RootsMagic to only include people who have their "Living" checkbox checked.

e.

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.

4.

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

5.

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.

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.

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

2.

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

3.

Select your options from the Report Settings dialog:

a.

List Type – Choose whether to print a full descendancy or a direct descendancy:

·Full descendancy - Select the starting person for the report.

·Direct line descendancy - Select the start person and the direct descendant.

b.

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).

c.

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.

c.

Number of generations - Enter the number of generations you want RootsMagic to include in the descendant list.

d.

Spaces to indent each generation – Select how much indentation you want for each generation.

e.

Print lead dots before each person’s name – Mark this checkbox if you want RootsMagic to print leader dots in front of each person.

f.

Print spouses - Mark this checkbox if you want RootsMagic to include the spouses of each descendant.

g.

Print color coding - Mark this checkbox if you want RootsMagic to only print details in color for those who have color coding applied.

h.

Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.

i.

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.

j.

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

5.

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.

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.

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

2.

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

3.

Select your options from the Report Settings dialog:

a.

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:

Ø

Names

•

Spelled the same - the names of the 2 people must match exactly

•

Sound alike - the soundex of the names of the 2 people must match

•

Compare blank surnames – If this checkbox is not marked, RootsMagic will ignore individuals who do not have a surname entered.

•

Compare blank given names – If this checkbox is not marked, RootsMagic will ignore individuals who do not have a given name entered.

•

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.

Ø

Birth information

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Compare dates - If this checkbox is marked, RootsMagic will compare the birth dates of individuals to determine if they are duplicates.

•

Compare places - If this checkbox is marked, RootsMagic will compare the birthplaces of individuals to determine if they are duplicates.

•

Check blank dates – If this checkbox is marked RootsMagic will include people without birth dates.

•

Check blank places – If this checkbox is marked RootsMagic will include people without birth places.

•

Max years between births – The maximum number of years which the two birth dates can differ by.

Ø

Death information

•

Compare dates - If this checkbox is marked, RootsMagic will compare the death dates of individuals to determine if they are duplicates.

•

Compare places - If this checkbox is marked, RootsMagic will compare the death places of individuals to determine if they are duplicates.

•

Check blank dates – If this checkbox is marked RootsMagic will include people without death dates.

•

Check blank places – If this checkbox is marked RootsMagic will include people without death places.

•

Max years between deaths – The maximum number of years which the two death dates can differ by.

b.

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.

c.

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.

d.

Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.

e.

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.

4.

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

5.

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.

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.

Open the Fact 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 "Fact 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 Fact list dialog by selecting "Lists, Fact type list" from the main menu.

·Click Print from the Fact List dialog.

2.

Select your options from the Reports Settings dialog:

a.

Create a list of – Select the type of fact list you want to create.

Ÿ

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.

Ÿ

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.

Ÿ

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.

Ÿ

Facts that have sources – Prints a list of all facts (and the people they belong to) which have a source.

Ÿ

Facts without sources – Prints a list of all facts (and the people they belong to) which do not have a source.

Ÿ

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.

Ÿ

Facts with text dates - Prints a list of facts which have irregular dates.

Ÿ

Private fact list - Prints a list of private facts in the database.

b.

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.

c.

Print private facts - Mark this checkbox to indicate you want to include facts that are marked private.

d.

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.

3.

Choose Font 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.

Individual List

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Kinship List

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LDS List

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Marriage List

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Missing Info List

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Multimedia List

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On This Day List

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Place List

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Statistics List

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Surname Statistics List

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Timeline List

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WebTags List

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Who Was There List

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