Several Family Historian features involve the creation of Reports either standalone, or incorporated in Family Tree Website\/CD\/DVD<\/a>s, or Books <\/a>(in Version 5 or later.).<\/p>\n The tabs listed below appear in different combinations in the various windows opened using the methods above.<\/p>\n <\/a> The Main <\/em>or Contents <\/em>tab selects the main section contents, which varies significantly for different types of Report. The options are explained via its Help button.<\/p>\n Some types of Report do not support Alternate Names, Nicknames and Given Names but in \u0192h<\/span><\/span> version 5 and above the Adjust AKA Names for Reports<\/a> plugin offers some workarounds.<\/p>\n On this tab you can choose to show or hide [[private]] Notes. On the Pictures tab there is a similar show or hide [[private]] Notes option for Multimedia when Use Note as Caption is enabled.<\/p>\n There are often additional configurable lists that fall into two categories:<\/p>\n These lists have Add\u2026<\/em>, Edit\u2026<\/em>, Delete<\/em>, Up arrow<\/em> & Down arrow<\/em> buttons.<\/p>\n Standard items are listed by default and cannot be altered, except that Edit\u2026 & Delete allows you to Hide or Show them. You can Add\u2026, Edit\u2026 & Delete custom items that support any Expression involving Data References and\/or Functions.<\/p>\n The Up arrow & Down arrow buttons allow the order of all the items to be customised.<\/p>\n These lists have All, List Only, and Exclude List options and an Edit List\u2026 button.<\/p>\n By default All Facts are included, but the other two options allow a subset list or an exclusion list to be edited.<\/p>\n<\/div><\/details><\/div>\n The Pictures tab controls how to display certain Multimedia images. In most Reports these are the images linked directly to Individual or Family records, or their Facts, but not those linked to Source records, which are controlled by the Sources tab<\/em>.<\/p>\n The options are explained via its Help button, and vary slightly for different Reports.<\/p>\n The default settings often result in too few images that are too small. Each of the Max Pics<\/em>, and Size\/Height\/Width<\/em> settings will usually need to be increased.<\/p>\n If despite the above adjustments, some Multimedia images do not appear at all, then check their Exclude from Reports<\/em> setting. Open the appropriate Property Box<\/em> of the Record to which the Multimedia image is linked. Select the Multimedia tab<\/em>, choose the Media item, and click the Edit <\/em>button to open the Edit Media Item<\/em> window. The Exclude from Reports<\/em> tick option is near the bottom right corner.<\/p>\n The Multimedia<\/em> tab Preference <\/em>determines the order that images are displayed in the Report.<\/p>\n<\/div><\/details><\/div>\n The Sources <\/em>tab governs what Source Citation details are presented, and how any Multimedia images linked to Citations or Source records are displayed. It does not affect images linked directly to Individual or Family records, or their Facts, which are controlled by the Pictures<\/a> tab.<\/p>\n The options are explained via its Help button, and are the same for all Reports that have this tab.<\/p>\n The default settings often result in too few images that are too small. Each of the Max. Pics Per Source<\/em>, Max. Pics Per Citation<\/em>, Max. Picture Height<\/em>, and Max. Picture Width<\/em> settings will often benefit from being larger.<\/p>\n The Enlarge Small Pictures to Max. Width<\/em> option may also need to be ticked.<\/p>\n If despite the above adjustments, some Multimedia images do not appear at all, then check their Exclude from Reports<\/em> setting. Open the appropriate Property Bo<\/em>x of the Record to which the Multimedia image is linked. Select the Multimedia <\/em>tab, choose the Media item, and click the Edit <\/em>button to open the Edit Media Item<\/em> window. The Exclude from Reports<\/em> tick option is near the bottom right corner.<\/p>\n The Multimedia <\/em>tab Preference <\/em>determines the order that images are displayed in the Report.<\/p>\n It is not obvious how to centralise Multimedia images on the page, so use the following advice:<\/p>\n Set the Max. Picture Heigh<\/em>t and Max. Picture Width<\/em> to large values such as 9″ and tick Enlarge Small Pictures To Max. Width<\/em>.<\/p>\n Click the Gaps\u2026<\/em> button and set both Gap to Left of Picture<\/em> and Gap to Right of Picture<\/em> to the same value such as 1″ or 2″ to centralise the image with that margin either side.<\/p>\n<\/div><\/details><\/div>\n The Index <\/em>tab allows a cross-reference index to be added to the end of a Report or Book.<\/p>\n The options are explained via its Help button, and are the same for all Reports.<\/p>\n<\/div><\/details><\/div>\n The Format <\/em>tab specifies the Fonts and Styles and Text for Headings, and the Format for Dates whereas the Page Layout tab determines the Page Orientation, Margins, Header, Footer, Indents, Tabs, etc.<\/p>\n The options are explained via its Help button, and vary slightly for different Reports.<\/p>\n There is no obvious option to make Headings start on a new page, but every Hdg Style<\/em> has a Keep with Nex<\/em>t option, that if set to 99 lines will effectively force a new page. Web Page (HTML) reports cannot honour this option.<\/p>\n If you use Tab characters to tabulate multi-line text such as Text from Source transcript fields, then the default Format and Page Layout settings usually result in poorly tabulated data in Reports. See how to Tabulate Multiline Text in Records and Reports<\/a> for advice on settings that will achieve tidy tabulated results. However, this is only effective for PDF File or Word-Processor (RTF) format reports. Web Page (HTML) reports do not support Tab settings.<\/p>\n<\/div><\/details><\/div>\n The options are explained via its Help button, and vary slightly for different Reports.<\/p>\n If editing the Header or Footer ensure the special values such as The Start records on new page<\/em> option is often misunderstood. If only one Record was selected when composing the Report then this option has no effect, even if the details from several Records are included in the Report e.g. a Family Group Sheet. Only if multiple Records were originally selected will each selected Record start on a new page.<\/p>\n If you use Tab characters to tabulate multi-line text such as Text from Source<\/em> transcript fields, then the default Format and Page Layout settings usually result in poorly tabulated data in Reports. See how to Tabulate Multiline Text in Records and Reports<\/a> for advice on settings that will achieve tidy tabulated results. However, this is only effective for PDF File or Word-Processor (RTF) format reports. Web Page (HTML) reports do not support Tab settings.<\/p>\n <\/glwrap><\/p>\n<\/div><\/details><\/div>\n The policy for privacy depends on the target audience for your information. A CD\/DVD or Book may only be distributed to close family members, whereas a website may be accessible worldwide. So when creating a website, it is usually advisable to hide all information, except possibly for basic details, about people who are still alive.<\/p>\n See the advice available via the Help button for further details about each option on this tab.<\/p>\n Initially the default settings should be used until a clearer understanding of what details need to be hidden has been established.<\/p>\n It is important to set the default\u00a0Private\u00a0Flag<\/em> and\u00a0Living\u00a0Flag<\/em> on all appropriate\u00a0Individual\u00a0Records beforehand. Otherwise it will be difficult to make use of these options. Also in\u00a0Main,<\/em> Contents\u00a0and\u00a0Pictures\u00a0tabs it is possible to hide or show\u00a0Notes\u00a0marked as private within\u00a0[[\u00a0double square brackets\u00a0]].<\/p>\n The section on how to\u00a0Delete Data For Living People<\/a>\u00a0suggests ways of setting the\u00a0Private\u00a0and\u00a0Living\u00a0Flags on\u00a0Individual Records, and other more advanced processes for achieving your privacy policy.<\/p>\n The Downloads<\/a> and Services & Utilities pages offer Queries and other techniques for managing living people data.<\/p>\n<\/div><\/details><\/div>\n After satisfactorily customising a Standard Report<\/a> it is advisable to click the Save Report As<\/em> button and select the Custom Report Type…<\/em> option in order to preserve the settings without disrupting the Standard Report style.<\/p>\n Some Report Options, such as Picture Gaps, the Format Fonts & Styles, and Page Layout do NOT affect HTML Reports used in Family Tree Website\/CD\/DVD<\/a>, so the Family Tree Tips ~ Alter CSS Default Styles<\/a> \u00a0<\/strong>technique must be used.<\/p>\n It is useful to have shortcuts from the Table of Contents or the Index to the associated item within a large multi-record Report. To create such shortcut hyperlinks in the electronic version of a Report use word-processor and PDF features as explained in Forum posting Narrative Report for “All Relatives”<\/a>.<\/p>\n First use Save Report As > Word-Processor Document (RTF) and edit the .rtf file with a word-processor such as MS Word. A contents table can be inserted using References > Table of Contents and both the Contents and Index will be composed of hyperlinks. When finished, use Save As > PDF and the resulting .pdf file will retain the hyperlinks.<\/p>\n The\u00a0Report Options\u00a0for all\u00a0Reports\u00a0are shared by all\u00a0Project\u00a0via the\u00a0Family Historian Program Data Folder.<\/p>\n The\u00a0Wizard\u00a0settings for\u00a0Family Tree Website\/CD\/DVD\u00a0are saved per\u00a0Project\u00a0in the\u00a0\u2026\\{projectname}.fh_data\\Settings\\\u00a0folder. So to get another\u00a0Project\u00a0to inherit those settings, use Windows\u00a0File Explorer\u00a0to copy that\u00a0Settings\u00a0folder to the other\u00a0Project\u00a0folder.<\/p>\n The\u00a0Book Settings\u00a0are saved per\u00a0Project\u00a0in the\u00a0\u2026\\{projectname}.fh_data\\Books\\\u00a0folder within a sub-folder with the same name as each\u00a0Book. To migrate\u00a0Book Settings\u00a0to another\u00a0Project\u00a0perform the following steps:<\/p>\n <\/p>\n","protected":false},"template":"","fh_version":[13,14,15,739],"skill_level":[18,17,16],"topic":[61],"class_list":["post-10474","kb_article","type-kb_article","status-publish","hentry","fh_version-v4","fh_version-v5","fh_version-v6","fh_version-v7","skill_level-advanced","skill_level-intermediate","skill_level-newcomer","topic-reports-and-books"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/10474","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/types\/kb_article"}],"wp:attachment":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/media?parent=10474"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=10474"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=10474"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=10474"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
Main or Contents Tab<\/h3><\/summary>
Main Data Items<\/h4>\n
Facts<\/h4>\n
Pictures Tab for Individual, Family, and Fact Linked Multimedia images<\/h3><\/summary>
Sources tab for Source Citation Details and Linked Multimedia Images<\/h3><\/summary>
Missing or Small Images<\/h4>\n
Centralise Images<\/h4>\n
Index Tab for Optional Cross-reference Index<\/h3><\/summary>
Format Tab for the Font, Style, and Text of Headings<\/h3><\/summary>
Page Layout Tab for Page Orientation, Margins, Indents, Tabs, Headers and Footers<\/h3><\/summary>
=Page()<\/code> and =Date()<\/code> adhere to the Tip: formats shown towards the bottom of the tab.<\/p>\nPrivacy Tab for Excluding Private and Living Details<\/h3><\/summary>
Content and Index Hyperlinks<\/h2>\n
Sharing Settings Across Projects<\/h2>\n
\n