Custom Reports

  • Skill Level: Advanced and Intermediate
  • FH versions: V4, V5, and V6
  • In Topics: Reports and Books 

Introduction

Custom Report Types are derived from Standard Report Types by using the Report > Save Report as > Custom Report Type command or the Save Report As… button in the righthand pane. They are displayed via the Publish > Custom Reports menu, and behave just like their original Standard Report.

A Custom Report Type preserves the Report > Report Options dialogue settings for future use. It does NOT preserve the selection of included records. To preserve such record sets use Named Lists.

See Downloads ~ Reports for some predefined Custom Reports.

Advice

It is recommended that Standard Report Types retain their Installation Settings and any customisations are always saved in Custom Report Types. Then if any Custom Report is not rendered as expected, the Standard Report can be used to check if the problem is generic or caused by the customisations.

It is not immediately obvious which Standard Report Type a Custom Report Type is derived from, so the following table will help identify them.

Standard Report Type Unique Tab(s) Unique Setting(s)
Individual Summary Report Contents Main Section Items
Family Group Sheet Contents Family Member Main Items
Media Report Main & Data Items
Ancestors By Generation Main Generations & Parents of Ancestors
Descendants By Generation Main Generations & Parents of Descendants
Individual Narrative Main Inc. Parents
Ancestor Outline Main Generations & Ahnentafel Numbers
Descendant Outline Main Generations & Numbering
Record Detail Reports Main Record Type Char Prefixes
Special Data Reports Privacy tab missing
How Related Contents Relationship
List Report Pictures tab missing
Source Summary Report Contents Repository
The Standard Report Types of Individual Census Report, Individual Record Notes, Individual Summary Report (for Web, CD or DVD), and LDS Ordinances are simply customised versions of the Individual Summary Report.
Last update: 10 Sep 2020