Posted by on 6 September 2011 in Family Tree Maker

AUTHORED BY TANA L. PEDERSEN (FROM ANCESTRY.COM)

Family Tree Maker comes with a variety of default reports, and it also has a Custom Report that lets you mine your family tree for the information you’re interested in. Using it I’ve created family health histories, address lists, residency reports, and more. But the report I get asked about most often is a custom cemetery report. I first created one several years ago when I was planning a trip to a cemetery and wanted to take photos of tombstones for my family members buried there. The report helped me keep track of the photos I’d taken and also worked as a research resource to confirm (and contradict!) the facts I had in my tree.

Before you get started, you’ll want to make sure you’ve recorded burial and cemetery information the same way for all the individuals in your tree; otherwise, you report won’t necessarily include the correct individuals. In my tree I use the Description field in the Burial fact to record specific cemetery names.

  1. To create a cemetery report, start by opening the Custom Report (located on the Publish workspace under Person Reports).
  2. Click the Reset button (a blue arrow button next to the report’s title) to clear any previous settings.
  3. Click the Items to Include button (on the far left) in the reports toolbar. Now click the Add fact (+) button and add the Burial fact to the report. At this point, you can add any other facts to the report that you’d like. In this case we’ll stick with birth, marriage, death, and burial. Click OK when you’re finished.

Now we need to determine which individuals should be included in the report–the people who have been buried at a specific cemetery.

4. In Individuals to Include, click Selected Individuals. The Filter Individuals window opens.

5. Click Filter In. The Filter Individuals by Criteria window opens.

6. Click All facts. In “Search where” choose the Burial fact and Description field. (If you’ve recorded cemetery information in a different fact you’ll choose that here.) In the next drop-down choose “Contains.” Then in the Value field, enter the name of the cemetery and click OK.

The Filter Individuals window now shows all the individuals who are buried in the selected cemetery. Click OK to display the report.

Now it’s your turn. Have you tried the custom report yet? If you have, how do you use it?

1 Comment

Chris R 

I use custom report to find individuals without a particular census entry.

e.g. To find individuals who should have a 1901 census entry but don’t have, create a report with selected individuals as follows:

(1) Filter in where birth date is before 1901
(2) Filter out where birth date is before 1801
(3) Filter out where death date is before 1901
(4) Filter out where Source information contains “1901 England Census”

The first three filters use vital facts or facts, the fourth is from Other.

You can save the report but unfortunately it doesn’t show you what filters were used, so you need to make a note of this elsewhere. Also, you can apply the same filters to the index on the person view, then you can easily step through the individuals.

It would be nice if filters could be saved, and the filters in use could be displayed somewhere.

Chris.

8 September 2011 at 11:12 pm