Showing posts with label Report_Custom. Show all posts
Showing posts with label Report_Custom. Show all posts

Saturday, August 7, 2021

FTM2019 - Just the Facts

As I am considering making my Ancestry Member Tree (AMT) Public, I want to evaluate what Facts in my database, do I want a visitor to the AMT to see. 

I will demonstrate the process that I am going through, making the changes, as to which Facts are Marked Private by default, and by checking the Properties of each Fact, which existing Fact will appear in the Updated AMT.

Keep in mind, that they always can be changed back globally, or individually.

 

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Copyright © 2021 by Cousin Russ

Monday, August 22, 2011

How To Generate an Address Report

This blog post will help generate an Address Report.

For this example, I have a couple of Family Groups who lived in Baltimore Maryland for a number of years, as recorded in Census Records. Addresses were not always available or readable in some of the census records, but they were recorded in the Address Field, within Family Tree Maker.

To generate a report of those address entries, to to the Publish Workspace, Person Collection, and select Custom Report.




In the Right Hand (RH) Panel, left end, select the Items to Include ICON. This will bring up the Items To Include Screen.

Using the Red X and selecting the Birth, Marriage, and Death Facts, those facts can be removed for this report. Also, removing the Check Mark in Include Only Preferred Facts, Include Person Notes, and Include Fact Notes, will remove that information from this report.



Now add the Address Fact, but clicking on the Green Plus and the Address Fact will be included. High Lighting the Address Fact, and selecting the Address Options (at the bottom of that window), will include the Date, Place, and Description fields.



For this example, will change the Name format to Last Name, First and Middle Name, using the Name Options. Selecting the Name Fact, and Name Options at the bottom of that window.


The report will be sorted by Name, then by Address by Date.


Will change the 'default' name of this report to Addresses, and make sure that the Header and Footer contain the Header on each page, Page Number and Date on each page.


Will save this Report and call it Addresses, in the Save Report collection.

There is a problem with the above report. There are Names that have NO Address information displayed. Since we only want Names with Addresses, we continue.

In the RH Panel, select Selected Individuals. This will bring of the Individuals to Include screen. Make sure that the Right side of the screen is blank.


Selecting Include > will bring up a window where All Facts is selected, Address Fact and Is Not Blank are selected.



The revised Addresses Report is below. In this case it is sorted by Person.

Note: If I do not know a persons Name, the use of 5 underscores "_____" is used.

Going to the People Workspace, Person View, this is what is displayed. Normally, the most recent Fact is what I mark as "preferred".



But, since the address format wasn't the way I expected, as the Place Name was Baltimore, Maryland, USA, and the address was in the Description field. a New Address Fact was added to reflect the Street Address, followed by Baltimore, Maryland.


A follow up blog post will provide steps to make these changes.

This same concept can be used for Phone Numbers and Email Addresses.

Note: the way of handling the Address Fact will cause these entries to be "UnResolved Place Names" in the Place Workspace.


Copyright © 2011 by H R Worthington
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Sunday, June 28, 2009

Library Visit - Family Tree Maker Version 2009

In an earlier Blog entry, Library Visit - Family Tree Maker Version 16 Custom Reports were generated to take to a library to do research, but the use of a computer was not available. This entry will review what can be done with Family Tree Maker Version 2009.

In the previous blog, this is what was stated:

I take with me three reports created by Family Tree Maker Version 16.
  1. Birth Report, for a specific Location, Sorted by Name
  2. Death Report, for a specific Location, Sorted by Name
  3. Marriage Report, for a specific Location, Sorted by Name
It may also be helpful, depending on how many people are in that Location, these same three reports sorted by Date.

These specific reports a different in Version 2009. However, the Custom Report format is different. And, instead of 3 or more reports, one can be generated.

To start, the Publish (1) Button is depressed and you will be taken to the Publish Work Space. The first screen is the Collection (of reports) screen. In this case, the Custom Report is a Person Report (2). There are 6 possible Person Reports, and Custom Report is selected and generated.




Figure 161

There is an "Items to Include" ICON, when the default or last report is displayed. Normal Name, Birth, Marriage, and Death Facts are there by default. Since this is the Same file that was used in Version 16, much of the information in this file, came from a Cemetery Visit. To Add the Burial FACT, the Plus Sign (2) is clicked on, and another pop-up window is opened where Burial is selected (3).




Figure 162

The Report name was changes to New Jersey (1). To limit the Individuals for this report to New Jersey, Select Individuals (2) is clicked. In the window that opens, Filter In (3) is clicked, which will bring up another window. There is a lot of flexibility, as with previous versions. In this case, we want Burial FACT as a Place, and enter "New Jersey, USA" as the location.



Figure 163

The report is then generated. This time, the report is 3 pages long listed by individual. One of the individuals in this report listed the Birth, Marriage, Death, Burial, and Residence locations. The Residence FACT was from a 1920 Census Record.



Figure 164

This three page report lists details of everyone buried in New Jersey.

For more information please click on the following links:

Custom Report in Family Tree Maker 2009

Individual Report in Family Tree Maker 2009

Place Usage Report in Family Tree Maker 2009

Choosing Facts to Include in a Report in Family Tree Maker 2009

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