New RM user. Can I print a list of persons with a particular fact and also include their birthdate in the list? I created a list with the person's name and the fact, but I want to include their birthdate on the list also. Is this possible? Nancy in Louisiana
You can do it with a Custom Report. There are two different pieces to the puzzle. Piece #1 is the selection process - to select only people with the fact. You can do the selection as a part of creating a custom report. But it's probably better to create a group of the people with the fact and then to base your custom report in that group. Either way, your selection criteria is going to be something like Death->Exists->is True (for the death fact, adjust the selection criteria for any other fact). Piece #2 is the formatting process - where you format your custom report. You will want to create columns for the person's name, for their birthdate, and for the date and place of the fact you are selecting on. The process of creating custom reports is not rocket science exactly, but neither is it necessarily easy for a new RM user. Check out the videos on how to create custom reports. An easier way is to create the group as described in Piece #1, to switch to People View, to create a column for birth date, to create columns for the date and place of your chosen fact, and to tell People View to display only your chosen group. This doesn't create a printed report, but it does display the data of interest on the screen. It also has the advantage that you can edit people directly from People View, and that you can easily switch back and forth between People View and the other views. Jerry -----Original Message----- From: nancy wright via Sent: Fri, April 01, 2016 19:07 To: rootsmagic-users@rootsweb.com Subject: [RMagic] Reports Lists New RM user. Can I print a list of persons with a particular fact and also include their birthdate in the list? I created a list with the person's name and the fact, but I want to include their birthdate on the list also. Is this possible? Nancy in Louisiana =================================== RM list Archives: http://archiver.rootsweb.com/th/index/ROOTSMAGIC-USERS/ http://archiver.rootsweb.com/cgi-bin/search?path=ROOTSMAGIC-USERS WISH LIST: http://www.rootsmagic.com/forums/ BLOG: http://blog.rootsmagic.com/ ------------------------------- To unsubscribe from the list, please send an email to ROOTSMAGIC-USERS-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message
This is great. Thanks Jerry. I think I will set up a group because I will be researching this group intensely in the next few months. Am I correct that all of the reports are available for the groups? I can see where a custom report will work also. Next question - I have been entering information from marriage records. There are several pieces of information on one record. Is there a way to site the previous source or is it necessary to enter the marriage vol. and pg. number each time. I have used TMG for many years; I continue to touch F3 that will give you the last 15 items for that field. Is there such a repeat button in RM? Still using TMG for my own genealogy. I was not able to import a FTM2014 database into TMG, but it imported into RM perfectly. -----Original Message----- From: rootsmagic-users-bounces@rootsweb.com [mailto:rootsmagic-users-bounces@rootsweb.com] On Behalf Of Jerry Bryan via Sent: Friday, April 01, 2016 9:33 PM To: rootsmagic-users@rootsweb.com Subject: Re: [RMagic] Reports Lists You can do it with a Custom Report. There are two different pieces to the puzzle. Piece #1 is the selection process - to select only people with the fact. You can do the selection as a part of creating a custom report. But it's probably better to create a group of the people with the fact and then to base your custom report in that group. Either way, your selection criteria is going to be something like Death->Exists->is True (for the death fact, adjust the selection criteria for any other fact). Piece #2 is the formatting process - where you format your custom report. You will want to create columns for the person's name, for their birthdate, and for the date and place of the fact you are selecting on. The process of creating custom reports is not rocket science exactly, but neither is it necessarily easy for a new RM user. Check out the videos on how to create custom reports. An easier way is to create the group as described in Piece #1, to switch to People View, to create a column for birth date, to create columns for the date and place of your chosen fact, and to tell People View to display only your chosen group. This doesn't create a printed report, but it does display the data of interest on the screen. It also has the advantage that you can edit people directly from People View, and that you can easily switch back and forth between People View and the other views. Jerry -----Original Message----- From: nancy wright via Sent: Fri, April 01, 2016 19:07 To: rootsmagic-users@rootsweb.com Subject: [RMagic] Reports Lists New RM user. Can I print a list of persons with a particular fact and also include their birthdate in the list? I created a list with the person's name and the fact, but I want to include their birthdate on the list also. Is this possible? Nancy in Louisiana =================================== RM list Archives: http://archiver.rootsweb.com/th/index/ROOTSMAGIC-USERS/ http://archiver.rootsweb.com/cgi-bin/search?path=ROOTSMAGIC-USERS WISH LIST: http://www.rootsmagic.com/forums/ BLOG: http://blog.rootsmagic.com/ ------------------------------- To unsubscribe from the list, please send an email to ROOTSMAGIC-USERS-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message =================================== RM list Archives: http://archiver.rootsweb.com/th/index/ROOTSMAGIC-USERS/ http://archiver.rootsweb.com/cgi-bin/search?path=ROOTSMAGIC-USERS WISH LIST: http://www.rootsmagic.com/forums/ BLOG: http://blog.rootsmagic.com/ ------------------------------- To unsubscribe from the list, please send an email to ROOTSMAGIC-USERS-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message
Your question about citing the previous source has already been answered. Do a memorize and paste. RM does not have a list of recently used sources. The closest you can come is that you can mark sources as favorites to put them at the top of the list. It's a manual process, but you can mark your most recent sources as favorites. Not all reports are available for groups because not all would make sense. For example, a descendant report lists all descendants and pays no attention to groups. But all custom reports can work off of groups. One tricky thing about custom reports is that the formatting of the report and the selection of the people are totally separate. So if you get a report formatted exactly right, you would still have to select the people every time you run the report. For that reason, it's usually best to have a group to make the selection of the people easier. Here is what I mean by "formatting". Suppose you want a birth report that shows name, birth date, and birth place. You would format a custom report that has those three columns - name, birth date, and birth place. You then might make a group for people born after 1950 and another group for people born between 1900 and 1950. You could run the same custom report with those three columns either for the first group or for the second group. But the selection of the group is not a part of the definition of the report. The definition of the report is just the columns that are in the report. Jerry This is great. Thanks Jerry. I think I will set up a group because I will be researching this group intensely in the next few months. Am I correct that all of the reports are available for the groups? I can see where a custom report will work also. Next question - I have been entering information from marriage records. There are several pieces of information on one record. Is there a way to site the previous source or is it necessary to enter the marriage vol. and pg. number each time. I have used TMG for many years; I continue to touch F3 that will give you the last 15 items for that field. Is there such a repeat button in RM? Still using TMG for my own genealogy. I was not able to import a FTM2014 database into TMG, but it imported into RM perfectly.