Workspace Windows

The Report Window

The Report Window is opened by clicking on the Publish button  on the main application toolbar, and selecting a report from one of the reports listed in the menu that appears.  You can also select reports by clicking on the View menu, and then choosing a report from the Publish submenu.  You will normally be prompted to confirm the Subject Type (single individual or multiple individuals), and who the subject or subjects should be.  If you wish, click on the More Options link to view and change all Report Options.  When you press OK, the Reports Window is displayed, showing you a preview of what your report will look like when printed. From here you can browse through it on-screen, or print it (or a range of pages from it). You can also save a copy of it as a PDF File (useful for sending to others), as a Web Page (in HTML format), as a Word-Processor Document (in Rich Text Format - a format used by many word-processors, including Microsoft Word), or in plain text. If you wish, you can copy individual pages to the clipboard, and paste them into other applications. And you can review and change any aspect of the report's content, style or layout.

You are not constrained in any way as to what you can can do while previewing a report. The Reports Window is just one more workspace window in Family Historian like any other. You can switch to any other open workspace window (click on any of the workspace window icons in the Navigation Bar on the left side of the window) without having to close the Reports Window. By double-clicking on the items shown in the "Page Records" list (in the panel on the right), you can bring up the Property Box to view their details and change them if you wish. If you wish to view any changes you have made, reflected in the Reports Window, click the Refresh Report button to update it.

The Reports Window has a panel with buttons down the right-hand side. These buttons provide commands which are also available from the Reports menu. Which buttons you see will depend in part on your screen size.

The various commands (button and/or menu) relating to reports are described below.

(Dropdown box)	Choose the percentage zoom you require.  100% is full size.  The value displayed will be updated to reflect the current zoom level if you choose other zoom options (see below).
Zoom In	Zooms in.
Zoom Out	Zooms out.
Page Width	Change the zoom level so that the page width fits within the available space.
Whole Page	Change the zoom level so that a page width fits within the available space both vertically and horizontally.
Reset Zoom to 100%	Resets the zoom to 100%.
Two Pages	Check this if you wish to view 2 pages at once. Odd-numbered pages display on the right.
Rebuild Report	Rebuild the report to reflect any changes you may have made since it was opened.
Options	Opens the Report Options Dialog.
Records	Most reports display data about one or more chosen records. Click this button to view or change the subject records.
Copy Page	Copies a page to the clipboard.  By default the current page (the first visible page) is copied, but you can choose another page if preferred.
Go To Page	Enables you to jump straight to a specific page
Print	Prints the report, or some part of it that you specify. You can also print by clicking on the File > Print menu command.
Printer Setup	For changing printer options, including page size and orientation (portrait or landscape).
Save Report As	All reports can be saved as a PDF File, a Web Page (in HTML format), a Word-Processor Document (in Rich Text Format - a format supported by most word-processors, such as Microsoft Word). Reports can also be saved as plain text. Finally you can save a report as a custom report type. This is a useful feature if you wish to preserve a set of report configuration options and re-use them. Custom report types are available from the Custom Reports submenu, on the menu that appears when you click on the Publish toolbar button, or click on Publish on the View menu.
Close	Closes the Reports Window.
Page Records	This lists all records for which an entry is being displayed on the current page or which are relevant in some way to the current page. You can select any item in this list, and access all the usual functionality for it (e.g. open the Property Box to view its properties or show a diagram for it in the Diagram Window). Double-click on an item in the list as a quick way of opening the Property Box for it - or select an item and click the Properties button below the list.