{"id":9746,"date":"2020-06-12T15:59:56","date_gmt":"2020-06-12T15:59:56","guid":{"rendered":"https:\/\/fhug.org.uk\/kb\/?post_type=kb_article&#038;p=9746"},"modified":"2024-02-22T11:10:26","modified_gmt":"2024-02-22T11:10:26","slug":"custom-reports","status":"publish","type":"kb_article","link":"https:\/\/www.fhug.org.uk\/kb\/kb-article\/custom-reports\/","title":{"rendered":"Custom Reports"},"content":{"rendered":"<h2>Introduction<\/h2>\n<p>Custom Report Types are derived from\u00a0<a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/standard-report-types\/\">Standard Report Types<\/a> by using the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">Report&nbsp&gt;&nbspSave&nbspReport&nbspas&nbsp&gt;&nbspCustom&nbspReport&nbspType<\/a> command or the <em>Save Report As&#8230;<\/em> button in the righthand pane. They are displayed via the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">Publish&nbsp&gt;&nbspCustom&nbspReports<\/a> menu, and behave just like their original <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/standard-report-types\/\">Standard Report<\/a>.<\/p>\n<p>A Custom Report Type preserves the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">Report&nbsp&gt;&nbspReport&nbspOptions<\/a> dialogue settings for future use. It does NOT preserve the selection of included records. To preserve such record sets use <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/named-lists\/\">Named Lists<\/a>.<\/p>\n<p>See\u00a0<a href=\"https:\/\/fhug.org.uk\/kb\/download-type\/report-types\/\">Downloads ~ Reports<\/a> for some predefined Custom Reports.<\/p>\n<p>From version onwards, there is also the capability to create totally customised reports via Lua. examples can be downloaded form the <a href=\"https:\/\/pluginstore.family-historian.co.uk\/report\">Plugin Store<\/a>.<\/p>\n<h2>Advice<\/h2>\n<p>It is recommended that <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/standard-report-types\/\">Standard Report Types<\/a> retain their <em>Installation Settings<\/em> and any customisations are always saved in Custom Report Types. Then if any Custom Report is not rendered as expected, the Standard Report can be used to check if the problem is generic or caused by the customisations.<\/p>\n<p>It is not immediately obvious which <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/standard-report-types\/\">Standard Report Type<\/a> a Custom Report Type is derived from, so the following table will help identify them.<\/p>\n<div class=\"table\">\n<table class=\"inline\">\n<thead>\n<tr class=\"row0\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Standard Report Type<\/th>\n<th class=\"col1 leftalign\">Unique Tab(s)<\/th>\n<th class=\"col2 leftalign\">Unique Setting(s)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr class=\"row1\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Individual Summary Report<\/th>\n<td class=\"col1 leftalign\">Contents<\/td>\n<td class=\"col2 leftalign\">Main Section Items<\/td>\n<\/tr>\n<tr class=\"row2\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Family Group Sheet<\/th>\n<td class=\"col1 leftalign\">Contents<\/td>\n<td class=\"col2 leftalign\">Family Member Main Items<\/td>\n<\/tr>\n<tr class=\"row3\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Media Report<\/th>\n<td class=\"col1 leftalign\">Main &amp; Data Items<\/td>\n<td class=\"col2 leftalign\"><\/td>\n<\/tr>\n<tr class=\"row4\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Ancestors By Generation<\/th>\n<td class=\"col1 leftalign\">Main<\/td>\n<td class=\"col2 leftalign\">Generations &amp; Parents of Ancestors<\/td>\n<\/tr>\n<tr class=\"row5\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Descendants By Generation<\/th>\n<td class=\"col1 leftalign\">Main<\/td>\n<td class=\"col2\">Generations &amp; Parents of Descendants<\/td>\n<\/tr>\n<tr class=\"row6\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Individual Narrative<\/th>\n<td class=\"col1 leftalign\">Main<\/td>\n<td class=\"col2 leftalign\">Inc. Parents<\/td>\n<\/tr>\n<tr class=\"row7\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Ancestor Outline<\/th>\n<td class=\"col1 leftalign\">Main<\/td>\n<td class=\"col2 leftalign\">Generations &amp; Ahnentafel Numbers<\/td>\n<\/tr>\n<tr class=\"row8\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Descendant Outline<\/th>\n<td class=\"col1 leftalign\">Main<\/td>\n<td class=\"col2 leftalign\">Generations &amp; Numbering<\/td>\n<\/tr>\n<tr class=\"row9\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Record Detail Reports<\/th>\n<td class=\"col1 leftalign\">Main<\/td>\n<td class=\"col2 leftalign\">Record Type Char Prefixes<\/td>\n<\/tr>\n<tr class=\"row10\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Special Data Reports<\/th>\n<td class=\"col1 leftalign\">Privacy tab missing<\/td>\n<td class=\"col2 leftalign\"><\/td>\n<\/tr>\n<tr class=\"row11\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">How Related<\/th>\n<td class=\"col1 leftalign\">Contents<\/td>\n<td class=\"col2 leftalign\">Relationship<\/td>\n<\/tr>\n<tr class=\"row12\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">List Report<\/th>\n<td class=\"col1 leftalign\">Pictures tab missing<\/td>\n<td class=\"col2 leftalign\"><\/td>\n<\/tr>\n<tr class=\"row13\">\n<th class=\"col0 leftalign\" style=\"text-align: left;\">Source Summary Report<\/th>\n<td class=\"col1 leftalign\">Contents<\/td>\n<td class=\"col2 leftalign\">Repository<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<glwrap>The <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/standard-report-types\/\">Standard Report Types<\/a> of Individual Census Report, Individual Record Notes, Individual Summary Report (for Web, CD or DVD), and LDS Ordinances are simply customised versions of the Individual Summary Report.<\/glwrap>\n","protected":false},"template":"","fh_version":[13,14,15,739],"skill_level":[18,17],"topic":[61],"class_list":["post-9746","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","topic-reports-and-books"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/9746","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=9746"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=9746"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=9746"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=9746"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}