Report Options Dialog: Format Tab

The Format tab allows you to specify the fonts to be used in your report (except for fonts used in Headers and Footers which are specified in the Page Layout tab). It also allows you to control the content of headings, and various aspects of the look and style of headings.

A Family Historian report typically will show information about one or more records that you select when you open the report. The information displayed about each record (that record's entry in the report) is typically broken down into Sections. You may be able to control which Sections are displayed in the Contents tab, if there is one for the report in question. There is usually a heading of some kind for each entry, and another smaller heading for each section within each entry. There may also be a 3rd level of heading for subsections within sections. An example may help.

Suppose you are showing an Individual Summary Report, and have selected 2 Individual records, John Smith and Peter Jones, to display in the report. There will be a level 1 heading for John Smith and another one for Peter Jones. These headings may or may not be at the top of a new page, depending on the appropriate option in the Page Layout tab.

If you are showing the Individual Events/Attributes section (selectable in the Contents tab for this report), there will be a heading for these. This will be a level 2 heading.

If you opted to include Event/Attribute Notes, and/or Event/Attribute Addresses, there will be a subsection within the Individual Events/Attributes section, to show this information. The heading for this subsection is a level 3 heading. By default, it will just say "Additional Information", but you can change this if you want to.

These heading levels, 1, 2 and 3, are very analogous to the heading levels provided by word- processor programs like Microsoft Word. In fact, if you save a report to Rich Text Format and open the file in Microsoft Word you will find that each heading is recognised by Word as Heading 1, 2 or 3. This means that you can easily change the style and look of an entire document, without having to go through it line by line, changing each individual heading. If you save your reports to HTML, you will find (if you edit the HTML in an HTML editor) that the heading styles are treated as HTML styles.

In the Format tab, you can specify the font used for headings of all 3 levels, as well as for other parts of a report. These are shown in the topmost list within the tab.

As well as the font to use, you can specify other aspects of how you want all headings, at each level to look. For example, how much of a gap do you want before or after a Level 3 heading? Do you want horizontal lines to be displayed above and/or below it? In doing so, you are changing aspects of the Heading Style for each heading level. These are shown in the middle box of the tab.

Finally, you can also control aspects of each individual heading, in the bottom list. This list tells you, for each heading, what level it has. Where sources are displayed within a record, they will be heading level 2. However, if they are displayed at the end of a report, they will have heading level 1. So where sources are included in a report, you will usually have 2 entries for them in the Heading Listing - one for each possible context.

The actual items listed in each of these 3 boxes, will depend on the report. If a report only uses level 1 headings, only level 1 headings will appear in the Font box, and in the Heading Style box.

To change the details of a font, heading style, or individual heading, double-click on the text in the first column for that item in its list. Alternatively, click once on the text in the first column, and then click on the 'Edit' button below.

When you double-click on a heading in the heading listing (bottom list), the Heading Detail dialog box appears. Please note that the options available in this dialog box vary from heading to heading. With all headings, you can change the text of the heading if you want to. With some headings, you can use an expression as part of the heading text. If this is not permitted, the "<< Insert Data Ref" button will be greyed.

Some headings will, by default, have a special code “{default}”. You can add text (or perhaps an expression created using the “Insert Data Ref” button) in front of this code or after it, or you can replace it altogether. If the code has not been removed, it will be replaced by the default heading text (which will vary from report to report) when the report is displayed.

With some headings you can opt to show the heading even if there is no data to show in it. With others, this option is not available.

Other Fields

Format For Dates You have a choice of 6 different formats in which dates are displayed. With 'Long' and 'Compact' all date information held is displayed. With all of the 'Abbreviated' formats, however, this is not guaranteed. A date period such as "from 1st June 1982 to 19th July 1985" might be simply abbreviated to "1982-1985", for example, with month and day information not displaying.

The differences between the formats only emerge properly if you try them out with a complete range of date types. 2 formats might show the same data for simple dates, but differ in how they handle more complex dates. For more information, see Date Formats.

Empty Section Text This field is not available for all reports. If shown, it allows you to specify text to be displayed if a section, or report entry, is empty.
Colours… This field is not available for all reports. If shown, it allows you to specify colours for graphical items in the report.
The CHM file was converted to HTML by chm2web software.