(Note: I started writing this blog post a week ago using RootsMagic 7. About half way thru, I questioned why I was bothering to write this for version 7 when version 8 is in preview. Today, I elected to finish this post and then commit to a similar post using RootsMagic 8.)
Do you ever want a list of everyone in your genealogy file buried in a particular cemetery? If so, you are not alone.
I’ve recently been working thru hints for descendants of Zebulon Foster. As I’ve been working on that, I’ve noticed that several of them are buried in Forest Hill Cemetery in Kansas City, Missouri. Thinking that I have relatives from other lines also buried in that cemetery, I’d like to create a list of everyone buried there.
Thus, I’m (hopefully) going to create a marked group in RootsMagic 7 for that cemetery.
To create that group, I clicked on the ‘Groups’ tab at the top of my list of people and then clicked on the folder icon.
That opens the ‘Named Groups Window’ where I click ‘NEW’.
This opens the ‘Select People’ window where I can click the people I want in the group. However, if I click on the ‘Mark Group’ button instead, I get to other options for marking the group.
For this list, I want to ‘Select people by data fields’. Thus, I click on that option which opens the ‘Search for information’ window.
Since it is possible that I still have the name of the cemetery in the ‘Place’ field instead of the ‘Place Details’ field, I’m going to have to search both possibilities. Thus, I will use an OR statement to look for the word Forest in the place details OR in the place.
When I click OK, the software searches thru my data and reports back that it found 79 people with Forest either in the place details field or in the place field.
When I click OK on the ‘Marked 79 people’ box, it takes me back to the ‘Select People’ window. If I scroll thru my list of people, I find that there are check marks by some of them. Clicking OK on this window, the ‘Select People’ window closes and a new window ‘Enter name for the group’ window appears prompting me to name the group.
After entering the name ‘Burial Place contains Forest’ and clicking OK. Unfortunately, when I look thru the results, I discover that my search isn’t specific enough. One of the people in my marked group is buried in Forest Lawn Cemetery in Los Angeles.
Thus, my search needs to get more specific. Since I can’t use parenthesis to group my search arguments, I will have to mark two separate groups: one for place details and one for place. (Note: I didn’t have anyone with the name of the cemetery in the place field.)
Now I have a group that I can use to create a report.
The quickest way to create a report listing these people is to use the ‘Who Was There List’ report. To create this report, I have to enter a place and a date range. Then I can use the filter option to select my group.
For this project, I’m going to enter Missouri for the place and 1750-2020 for the date. Then I’m going to select my ‘Burial Place Details Contains Forest’ group. (Note: I need to shorten my group names so that I would be able to tell them apart if I had more than one group for burial place.)
That generates a report listing the individuals in my group and what is known about each person.
Curious about whether other reports could also be used for this task, I investigated the ‘Fact List’ Report. With this report, I elected to create a list of “People with this fact type” and then chose the ‘Burial’ fact. Then I switched the ‘people to include’ from ‘everyone’ to my group: Burial Place Details contain.
When I clicked on the Generate Report button, I got a list of people in my group with their burial date and burial place. This report revealed that my group selection included was a little faulty since it includes a few people that are not buried in the Forest Hills Cemetery in Kansas City.
I then decided to try a more complicated method of creating a report but one that give me more control of what is included in the report: a custom Report. Clicking the New button on the Custom Report window opens a window that can be a little intimidating: the Custom Report Designer.
When designing a custom report, I need to know what information I want to print out. For this example, I would like their name, birth date, death date, burial place and burial place details. In the Designer, the Header row is where the titles will go. Row 1 is where my information will go. Thus, I need to click in the spot where col 1 and row 1 intersect.
Then I need to tell it to enter my first piece of information – the name. To do this, I pull down the ‘Select Field’ box and scroll down to the ‘name’ section of the list. I have several options to choose from. For this report, I’m going to use the ‘Surname, given name’ choice.
In column 2, I would like the birth date. Thus, I click in that column and pull down the select field and scroll to pick ‘Birth date’
Now it looks like I’m stuck since there aren’t any more columns. However, there is a menu at the top that contains the options to ‘Insert’ and to ‘Delete’. If I highlight the Birth date field and click on Insert, I have the option to insert a column (or row). Since I want more columns to the right, I select ‘Column Right’.
Then I repeat the processes to add
- Death Date field in Col 3
- Insert column right of Col 3
- Burial place in Col 4
- Insert column right of Col 4
- Burial place details in Col 5
Now, I need to add Titles in the Header Row. I simply click in the column and type in the desired title.
When I click on the OK button, I’m asked to name my design.
That places this new report in my list of other custom reports. Now, I can select that report and change the people to include to my Burial place details group.
Since this report could be wide, I need to change the layout so that it will print ‘landscape’. To do this, I click on the Layout button and then change the orientation.
Now, I can generate my report.
The report provides the information I wanted — but it is missing a title. Thus, I need to go back to the design of this report by highlighting the name of the report and then clicking on the Edit button.
In looking at the Custom Report Designer screen, I don’t see a place to put in a title for the report. However, I see an Options button.
When I click on that button, there is a place to add a title. In addition, I can change the way the report is sorted from this screen. Thus, I type in a title and click OK.
I click OK again to save the edited report and return to the menu where I select my group and verify the layout is still landscape. Then I click Generate Report. Now I have a report with a title.
Now to figure out how to accomplish this task in RootsMagic 8.