Comments on: RootsMagic 4 Unwrapped – Custom Reports

By: Mike Smith

Mike Smith — Sat, 20 Jun 2009 19:59:20 +0000

Once again, I’d like to compliment the 4.0 team for an excellent product, and for your excellent customer support. I really enjoy the advances you have made over earlier versions.

I collect extensive notes for the people in my family genealogy. I have sometimes published selected subsets of these notes for family members, limited to just their ancestors. In the past, I have done this manually, involving alot of manual effort and lots of cutting and pasting in a word processor.

I segregate my notes for each ancestor into two categories:
(1) those included in [brackets] and (2) those without brackets (these are summaries and rewrites of those portions of the notes which I select for publishing.)

It appears to me that the new 4.0 version does not allow me to exclude the bracketed portions in a custom report.

If exclusion of bracketed notes is available for custom reports in 4.0, how do I utilize it? If it is not available in 4.0, is there any plan to add this option?

By: Jody Russell

Jody Russell — Mon, 13 Oct 2008 01:10:11 +0000

Looking forward to the release of RM4. Hope you are going to include the ability to select who you want to include in a family when you enter census records so I don’t have to copy and paste to each family member.

By: Ray Hayes

Ray Hayes — Sun, 05 Oct 2008 02:40:08 +0000

Great idea Bruce.
Will it be possible to display a previously created group, then double click on a person in that group to open their details in the RootsMagic Explorer?

By: Vyger

Vyger — Sun, 28 Sep 2008 22:06:19 +0000

Just keeps getting better and better, I don’t know what to expect next but don’t be afraid to surprise me (-:

By: Jon Oddvar Sellereite

Jon Oddvar Sellereite — Sun, 28 Sep 2008 14:07:02 +0000

Great feature Bruce. At least in these types of reports it looks like it should be possible to fully translate the reports into any language (VERY IMPORTANT!!!).

Will there be a similar dialog also for narrative reports?

By: Christopher

Christopher — Sat, 27 Sep 2008 23:49:10 +0000

P.S.

On closer inspection, I think the last picture in this blog entry answers my question above = “yes”.

I guess one could add the “Notes” field after each fact type, and the relevant note would appear, if there is one?

What about sorting by date, though, so that all facts and notes appear in chronological order. Will this be possible?

Can’t wait to try!! Cheers.

By: Christopher

Christopher — Sat, 27 Sep 2008 08:52:44 +0000

Excellent – thanks!

Just a query:
Will notes be able to be sorted in a custom report according to their date and/or related fact, rather than just appearing at the end of a report?

Keep up the good work! Cheers.

By: Cindy Hineman Davis

Cindy Hineman Davis — Sat, 27 Sep 2008 00:31:34 +0000

That did it!! I am convinced to upgrade! Was considering a WEB 2.0 approach to my future work. I’ll stay with RM…hands down!! Bring it on!!!!

By: C Kennedy

C Kennedy — Sat, 27 Sep 2008 00:12:26 +0000

When will Rootsmagic 5 be available?

By: Edvard

Edvard — Fri, 26 Sep 2008 19:35:38 +0000

- Good start… Hopefully we’ll be able to translate RM-reports to our local language, too…???