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Indexes for Individual Summaries & Custom Reports

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#1 TomH


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Posted 25 November 2014 - 10:44 PM

Maybe RootsMagic 7 addresses these issue but I rather doubt it.


  1. RM generates no Name or Place Index for a batch of Individual Summaries or for Custom Reports whether or not included in a Reports > Publisher Book.
  2. Custom Reports do not honour the "Display surnames in upper case" option under Tools > File Options whereas standard reports do.

As a workaround for the lack of indexing, it is expeditious to use a Concordance file with Microsoft Word's Automark feature to create an Index in the RootsMagic RTF report. While a custom report may be used to generate a Concordance file, it cannot work on the main report if surnames have been capitalized.


So, on the very day that a RootsMagic upgrade has been released that might obviate the needed workaround, I developed a SQLite query to create a Concordance table that can work with the surname capitalized RootsMagic report. The query and the full procedure are described at Reports - Concordances for Indexes.

Tom user of RM7630 FTM2017 Ancestry.ca FamilySearch.org FindMyPast.com
SQLite_Tools_For_Roots_Magic_in_PR_Celti wiki, exploiting the database in special ways >>> RMtrix-tiny.png app, a bundle of RootsMagic utilities.

#2 Renee Zamora

Renee Zamora

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Posted 26 November 2014 - 04:56 PM

Confirming issues noted in tracking system. No changes made in RM