Now on to the Filtered List box on the right which we haven't used before, click the box beside Show Results Only. Now only your results will be displayed.

NOTE:  If you work with just a group of your file often—the Lillian family line, descendents of Jacques duMont, etc.—work through the filter process so just those individuals will be included, then click Save. The program will then ask you for a name to use.

Then just come to this screen and click Retrieve, then choose the name of the filter you wish.

Click OK once you've fully established the filter. That will get you back to the Custom tab of the reports screen.

To print a list of all your TO DOs, select what fields you want to show in your report. Besides having the TO DO information, you'll probably want to know to what individual it applies. There may be other information you will want as well.

While in the Custom tab, click Fields under Report Layout in the middle of the page. That will bring up a list of everything possible.

Select each item you want in this list you are making for yourself. You would most likely want the name of the person so select Surname, Given Name. For each item you select, click the > to copy that item to the right (or double-click it). If you want to move something back, use the <.

When you have finished this step, click OK. That will bring you back to the Custom tab.