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#37924 Custom Reports

Posted by kchutchins on 21 July 2010 - 03:31 PM in Discussion

at the top of the sidebar are five icons, the right one is "Groups"
Click on that, then below those icons the heading changes to "groups"
Click on the icon to the lower right of that, and it brings up a window, "Named Groups."
Click the NEW button there and get the "Select People" window where you select those with the facts.
Click on "Mark group"
Click "Select people by data fields"
Burial -- exists -- is true
AND -- Grave Location -- exist -- is true

That will only get you those people who have both of those facts, whether they are filled in or not.

You have to fill in the column headings and the fields to show in the report.



THANK YOU this worked very well.



#37880 Custom Reports

Posted by kchutchins on 20 July 2010 - 02:42 PM in Discussion

You have to select the people each time, but you could make this extremely easy by creating a Group containing the selected people. You can then point your Custom Report at the Group with just one click.

Jerry Bryan


That sounds GREAT... How do I do that......



#37877 Custom Reports

Posted by kchutchins on 20 July 2010 - 01:08 PM in Discussion

I have setup a new FACT 'Grave Location' and have added it when I know the persons actual grave location.
I am now trying to setup a Custom Report to show 'Burial' fact information with 'Grave Location' fact
I don't want to run against the whole database ONLY want a person who has both FACT types[Burial & Grave Location].
Is there a way I can do this without selecting the people each time.