Difference between revisions of "RootsMagic 8:Saving Reports"

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Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Reports_And_Charts|Reports And Charts]]</u> > <u>[[RootsMagic_8:Report_Viewer|Report Viewer]]</u> >
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When you save a report to disk, RootsMagic will prompt you for the format to save it in. (Note: Some formats are not available with every report type.)
 
When you save a report to disk, RootsMagic will prompt you for the format to save it in. (Note: Some formats are not available with every report type.)
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[[File:RM8_Publish-Reports-SaveReport.jpg|Save Report]]
  
 
'''You may choose from:'''
 
'''You may choose from:'''
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*Rich-Text File (RTF) – Save this report to a file that can be opened and edited by a word processor.
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*'''Acrobat PDF''' – Save to a PDF file that can be viewed and printed by others.
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*Acrobat PDF – Save this report to a PDF file that can be viewed and printed by others.
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*'''Word File (DOCX)''' – Save to a file that can be opened and edited by a word processor.
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*Web Page (HTML) – Save this report to a file that can be viewed in a web browser.
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*'''Excel File (XLSX)''' – Save to a file that can be opened and edited by a spreadsheet.
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*Text File – Save this report as a plain text file that can be edited in a simple editor or spreadsheet.
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*'''Comma Separated (CSV)''' - Save as a comma separated file that can be imported into a spreadsheet
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*'''Text File (TXT)''' – Save as a plain text file that can be edited in a simple editor or spreadsheet.
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By checking "View this file after it is saved", RootsMagic will automatically open the file with its associated program after saving is complete.
 
  
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'''To save a report on one of the above formats'''
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Once you click the desired format, RootsMagic will display the File Save form for you to enter a file name and select the folder you want to save the file in.  By checking "View this file after it is saved", RootsMagic will automatically open the file with its associated program after saving is complete.
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*Open the report dialog, and click "Lists" in the left hand column to see all of the available list types.
 
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*Select the list report you want to print and click "Create Report"
 
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*Select the options and settings in the "Report Settings" dialog, and click "Generate Report"
 
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*Click the Save button in the Toolbar and select one of the output format buttons
 
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*Choose a location to save the file to and enter a filename, and click Save. You can click Cancel to abandon the save operation.
 

Latest revision as of 22:53, 7 December 2021

Navigation: RootsMagic 8 > Reports And Charts > Report Viewer >

When you save a report to disk, RootsMagic will prompt you for the format to save it in. (Note: Some formats are not available with every report type.)

Save Report

You may choose from:

  • Acrobat PDF – Save to a PDF file that can be viewed and printed by others.
  • Word File (DOCX) – Save to a file that can be opened and edited by a word processor.
  • Excel File (XLSX) – Save to a file that can be opened and edited by a spreadsheet.
  • Comma Separated (CSV) - Save as a comma separated file that can be imported into a spreadsheet
  • Text File (TXT) – Save as a plain text file that can be edited in a simple editor or spreadsheet.

Once you click the desired format, RootsMagic will display the File Save form for you to enter a file name and select the folder you want to save the file in. By checking "View this file after it is saved", RootsMagic will automatically open the file with its associated program after saving is complete.

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