Custom

Here you can create any kind of report you wish. All the data you have entered is available to filter and sort. Let us imagine that you entered somewhere in the notes for one of the 100 people you have been working on, a note that this person went by the nickname of "Jingles." Then in an obituary you came across a line saying, "Jingles was the town's most beloved friend." Now where was that person? You can select the option to search all your notes for the word "jingle." In seconds, that person will be found. I have a file of over 12,500 names with 22 pages of notes for each one, and it still searches all them them in seconds. Amazing!

CustomReports
CustomReportTitle

Select Filter/Focus

Click Select and you can choose everyone in your file or sort by a wide range of criteria. This is the first step. You must first focus on something you want to know and filter on that piece of information before you can report on what was found. Once you have selected the information, then you layout the design of the report.

Report Layout

Fields  This will allow you to choose to print in your report any or every piece of information you've entered for each individual.

Click the > to choose the fields you wish. If you decide you don't want a particular field, highlight it in Selected Columns on the right and click the <. If you decide you want to start over again, click the << to empty the box on the right.

Once you have the fields you want, you can change the order of the fields you have in the report by highlighting a field then clicking the pair of arrows below the box to move the field up or down.

You can even change the name of the column and its size in the final custom report by clicking Column Options.

You can also manipulate the final presentation of the report by clicking Sort Order.

Move the choices with > or < as you choosing the fields. The sort order can be manipulated by highlighting the field name and choosing Ascending (A - Z, 1600-1999) or Descending (Z - A, 1999-1600).

After you've chosen and manipulated, click Save to name the report and make it available in the future, or just print the report.



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