* Save a Report as a working document

Questions about the various ways of sharing your research with others
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JohnB47
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Joined: 31 May 2024 19:42
Family Historian: V7

Save a Report as a working document

Post by JohnB47 »

I have created a Descendants by Generation Narrative Report and I've set up various Options to suit. It's incredibly useful for spotting where I haven't created Source notes/media.

How do I save that as a working document - so that I can open it again, with those Options settings and use it in future?

There doesn't seem to be a Save As "project" option.

Thanks.
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ColeValleyGirl
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Re: Save a Report as a working document

Post by ColeValleyGirl »

With the report open, Use Save Report As and choose Custom Report.

Custom Reports
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JohnB47
Diamond
Posts: 70
Joined: 31 May 2024 19:42
Family Historian: V7

Re: Save a Report as a working document

Post by JohnB47 »

Ahhh, thank you, that's where it was.

I must now remember that it's available under 'Publish/ Custom Reports'.
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