* Report advice needed please

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craigmollekin
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Report advice needed please

Post by craigmollekin » 09 Aug 2015 22:43

Hi,

I have researched the past inhabitants of the street that I live on. I'm wanting to put the data into a report. But I'm struggling to work out the best method of doing this. The report isn't based on any one person, but rather all individuals that have lived on the street. So, I'd want occupants of #1, #2 and so on included in the report. So is there a way to create a report according to each property? Reports are usually focused around a person rather than a property/address. I've looked at the place/address reports, but they don't seem to include people who were connected to the place.

I hope this question doesn't seem too vague!
Craig Mollekin

I'd rather look for dead people than have them look for me.

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tatewise
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Re: Report advice needed please

Post by tatewise » 10 Aug 2015 16:32

Hi Craig. There are two parts to your question.

1) Style of Report.
Some reports focus on Individuals, such as the Individual Summary Report or the Individual Narrative report, where relations such as Parents, Spouses, and Children are only mentioned briefly.
Other reports focus on Families, such as the Family Group Sheet or the Narrative Ancestors/Descendants by Generation reports, where full details are included for many relations.
The style of report will influence the records to be selected...

2) Records to Select.
Every report starts with a Select Records dialogue, which determines the people to include in the report.
The key options are the Individuals tab, (sometimes the Families tab), the Named Lists tab, and the Add/Remove using Query buttons at the bottom.

One solution is to populate a Named List for your street with all the Records you want to include, and then choose it via the Named Lists tab. But you will have to keep the list up-to-date as you discover more residents.

A more foolproof, but slightly trickier, solution is to write a Query to choose the Records, and invoke it via the Add using Query button. Possibly the Query could find all Individual records with a Residence fact that matches your street.

So, the final solution depends on a number of factors, but hopefully those suggestions point you in the right direction.
When you have a clearer idea of which Style of Report and what Records to Select but still need help with the details then please post again.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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craigmollekin
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Re: Report advice needed please

Post by craigmollekin » 14 Aug 2015 21:45

Thanks Mike. I've been able to add all the people to a report associated with the street by using a query (contains text query), but I'm wanting the report to focus on each property, so a section for #1 house, #2 house and so on. I'm probably asking the impossible though and guess I will have to write my own custom report.
Craig Mollekin

I'd rather look for dead people than have them look for me.

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tatewise
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Re: Report advice needed please

Post by tatewise » 14 Aug 2015 22:35

I think you are saying you want the Individuals in the Report grouped according to the Address of the house.
You will probably want the residents sorted into date of occupation order too?
The important thing is that the order of the Individual records in a Report is governed by the order of those records in the Select Records dialogue Selected Individual Records list.
So get those Individual records sorted as required and the Report will follow suit.

If you modify the Query so it lists the Individuals in the desired order, then the Report will follow that order.
The problem is that you probably need to use a Fact Query to filter & sort by Address and by Date, but the Add using Query button only accepts Individual Queries.
So having arranged the Fact Query to produced the records in the correct order, select the Individual record Owner cells and use Menu > Add Selected Cell Records to Named List which will preserve that order.
Then you can Publish the Report using the Named Lists tab of the Select Records dialogue.

To create a separate Report for each house, you need to allow the Fact Query to accept an Address parameter to choose the house, and have a separate Named List for each house.

Those Reports can be combined into a Book with say a Chapter per house, by adding the same Report over and over, but choosing the Named List for the next house each time.

BTW: What Style of Report comes closest to your required format?
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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