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Report Options

Clicking the Report Options button on many of the report menus opens the Report Options window where there are eight tabs that each contain several options that you can use to customize the printout.  Only the options that apply to the current report are enabled.  The remainder are grayed out.  Each tab and its options are described below:

Include Tab
The following information can be included in the report by checking the box associated with it:
  • Address for Birth, Chr, Death, Burial, Marr. - The address entered for these events.
  • Age at Death - Indicates how old a person was when he or she died.
  • Alternate Names - Alternate given names and surnames included in the report.
  • BEPSC LDS Ordinance Marks - If you are printing a Pedigree Chart you can include these markers to indicate which ordinances have been completed for each individual and marriage.
  • Birth and Death Dates - Birth and death dates after names.  This includes parents, spouses, and children.
  • Cause of Death - The cause of death as listed in the Medical notes.
  • Child Status - Adopted, Illegitimate, Foster, etc.
  • Child-Parent Relationships - Any child-parent relationship other than Biological (the default).
  • Children of Each Spouse - Show all the children from each marriage.  You can also include blank space for addition children to be hand-written later.
  • Christening Date and Place - Christening information.
  • Last Modified Date - The date a person's individual or marriage record was last changed.
  • LDS Ordinance Information - (only visible if LDS options have been selected.)  Dates and Temple information for LDS ordinances.  If you are printing a Family Group Record, the information can be printed along the right edge of the report.
  • Marriage Date and Place - The date and location of the marriage.
  • Marriage Status - The ending status of the marriage (divorced, annulled, etc.).  This is not printed if the status is "Married."
  • Other Parents - List of any other parents an individual is linked to.
  • Other Spouses - List of other spouses' names.  (Note:  For book reports, the spouses are included in the order that they are listed in the spouse list for the current person.  If you have turned off the Other Spouses options, the one spouse that is included in the report may not be the Preferred spouse, but will normally be the first spouse (if you have the spouse list in chronological order).)
  • RIN & MRIN Numbers - The Record Identification Number (RIN) of each individual and the Marriage Record Identification Number (MRIN) of each marriage.
  • Events - The events associated with an individual.  Depending on the report style, you can choose to print event information for the individual, marriage and children.  To set the specific options available for events, click the Event Options button.  If you have marked some events as Private, they are excluded from the report by default.  If you would like to include them in this report, select the Include events marked "Private" option on the Privacy Options screen.

    Note: You can clear all the options in this section by clicking the C button.  You can select all the options in this section by right-clicking the C button.

    Individual addresses - The address information entered for the individual.  You also can choose to include phone numbers, e-mail addresses, and home page addresses.
    Note: You can clear all the options in this section by clicking the C button.  You can select all the options in this section by right-clicking the C button.

    Numbers - You can choose to include the following numbers in the report:

  • Address Information - The address entered for the individual.
  • Ancestral File Number - Numbers assigned by FamilySearch in the past.
  • Billion Graves Number - The ID number assigned by the website when new records are added.
  • FamilySearch ID - The ID number assigned by FamilySearch to individuals who have been linked with the FamilySearch database.
  • Find A Grave ID - The memorial number associated with the record on the website.
  • Marriage User ID # - The Marriage ID number entered by the user for a marriage.  (See Marriage User ID in the Marriage Information help topic.)
  • Individual User ID # - The Individual ID number entered by the user for an individual.  (See User ID in the Information Screen help topic.)

    Format Tab
    These options affect how the report looks:
  • Boxes Around Individuals - Draws boxes around individual information on Pedigree, Ancestor, and Descendant reports.  You can specify a background shadow, box color and corner style for the boxes also.
  • Don't Repeat Duplicate Lines - Duplicate ancestral lines can result from direct ancestral line relatives, two or more generations back, marrying each other.  For example, let's say your great great grandfather was married twice.  Three generations later, his great grandchild from his first wife married his great grandchild from his second wife.  This results in your mother and father each having the same great grandfather.  Stranger things have happened!  When this happens, an ancestor style report will begin printing duplicate lines.  Legacy recognizes when this situation occurs.  If this option is selected, the duplicate line is identified on the report and is suppressed, saving a lot of paper.
  • Don't Split Children Over Page Breaks - Assures that the information for each child does not begin near the bottom of a page and then continue to the next. (This option is only applicable to Family Group Records.)
  • Generation Numbers - Includes the generation number before the name when printing Ancestor and Descendant charts.
  • Highlight Direct Line Children - When printing a Descendant Chart, the names of the direct line individuals are highlighted.  (The direct line children are marked as part of the Set Direct Line as Preferred option.  See Set Preferred Line for more information.)
  • Lined Report - Adds vertical and horizontal lines to certain reports.
  • Pack Information On One Line - Appends all selected fields on one line when printing a Descendant Chart.
  • Project Average Life for Living Individuals - Extends the life bar out to a specified number of years for  individuals who are still living when printing a Timeline report.
  • Use Quoted Names for Narratives - If names have been entered within quotation marks, use them in narrative sections.  For example, William "Bill" Martin would use Bill in narrative paragraphs.
    Note:  You can also use the French quote equivalent characters of « » to surround the «familiar» name.
  • Remove Quoted Given Names - Exclude quoted given names. William "Bill" Martin would appear as William Martin.
  • Use full given name for narratives - Uses the full given name or names when building a narrative sentence. William Martin as born....
  • Remove One or More Leading Commas - Delete leading commas from location names that have any number of commas at the beginning.  If this option is selected ", King, Washington" becomes King, Washington in reports.
  • Remove Two or More Leading Commas - Delete leading commas from location names if there are two or more.  If this option is selected ", , Nebraska" becomes Nebraska in reports.
  • Blank Line Removal - Specifies the type of blank line removal when printing a Family Group Record.
  • Shaded Subtitle Boxes - Prints a background gray color behind the name field on Family Group Records and Individual Reports.
  • Slashes Around /Surnames/ - If this option is selected, surnames are set off with slashes ("/Smith/" instead of "Smith").
  • Summary Style - A more open format available when printing Individual and Family Group Reports.
  • Use Short Location Names - Uses the short location field from the master locations instead of the long name.  This is useful for reports that don't have much room for the locations, like the Pedigree Charts.
  • Uppercase SURNAMES - If this option is selected, surnames are set off in uppercase letters ("SMITH" instead of "Smith").
  • Use Present Tense for event and children section titles - Uses have and has instead of had and are instead of were for section titles involving events and children.  For example, Jim and Mary have three children..., Noted events in her life are: ..., Noted events in their marriage are: ...
  • Page Numbering - Determines the page numbering when printing batches of Family Group Records or Individual Reports.  You can either have each individual's report restart at page 1 or number all of the reports consecutively.
  • Event Format  - If you are using the Deluxe Edition of Legacy you can have the events printed in a sentence format defined for each event type.  Otherwise the events are printed in a list style format with either leading numbers or bullet points.  To select the event formatting options, click the Event Narrative Format... button.
  • Event Addresses - You can include the Phone Numbers, E-mail addresses and Home Page URLs on the reports.

    Notes/Stories Tab
    Notes - Include the General, Research, Medical, Marriage, and Spouse notes entered for a person or marriage.  Private notes are suppressed unless specifically requested.
    Story Options - Include Main Stories, Spouse Stories, and Children's Stories.  Include the story title, date, and location.  Include a list of the people who share each story.  Add a blank line before adding additional information to the end of each story.

    Sources Tab
  • Print Source Citations - Print where the information was found for the individual.
  • Where to Print - When printing groups of reports, such as Family Group Records and Individual Reports, you can choose to print the source citations pertaining to each report at the end of each one or all the citations pertaining to the whole group at the end.  When printing book reports, you can choose to print the citations as footnotes, endnotes after each generation, or endnotes at the end of the book.  

    If an event has multiple citations, you can also choose to combine all the citations for that event into one paragraph.  This is useful when events have lots and lots of citation attached to them.  Combining the citation into one paragraph results in just one superscript number instead of a long string of numbers.  This can save a lot of space.   Note:  If you choose to combine citations into one paragraph, you won't be able to include source pictures in the Source Citations section at the end of the report.
    Bibliography - Prints a bibliography at the end of a report.  (A bibliography is a list of the books and other works cited in the report as sources.)

    Citation Paragraph Style - Choose between Indent first line or Hanging indent.

    Other Source Items to Include - You can include any or all of the following parts of a source entry:
    Include Repository
     Include phone numbers
     Include e-mail address
     Include home page address
    Include the Recorded Date
    Include the File ID
    Include the Surety Level
  • Include Master Source Pictures - Include the preferred image (if any) for each master source.
  • Include Detail Source Pictures - Include the preferred image (if any) for each source citation detail.
  • Set Source Picture Options - You can choose the relative size of the pictures printed (small, medium, or large) or a specific width.  The pictures can be printed with their captions and descriptions.  Pictures can also be printed with a background shadow of various shades and widths. To select or change the picture options, click the Set Source Picture Options... button.   The Picture Options screen where you can make the changes.  Note: Source pictures cannot be included if you have selected the option to combine multiple citations into one paragraph.

    Pictures Tab
  • Pictures of Husband and Wife - Prints the preferred picture (if any) for each individual.
  • Pictures of Children - Prints the preferred picture (if any) for each child on certain reports.
  • Event Pictures - Add event pictures to event information.  (This option is also found on the Include tab.  They are linked together.  You can select this option in either place.)
  • Shared Event Pictures - Include the pictures of events that are shared from other people.

    Note: If you are producing a narrative report where all the vital information is compiled into paragraph form, any vital pictures that you may have linked to birth, christening, death, and burial will not be included in the report.
  • Story Pictures - Prints the preferred picture (if any) for each story included on the reports.
  • Pictures to Print Inline - You can choose to print all the pictures marked as Preferred, only Preferred pictures that are also Tagged, or Preferred picture that are not tagged.
  • Embedding Pictures in RTF Reports - When reports are generated to an RTF file, you can embed the picture links in the file.  This then automatically displays the pictures in the report when the file is loaded into MS Word or other word processors.  This is a Deluxe Edition feature.  The Standard edition only shows the picture paths in the document.

    Note:  Embedding pictures really means that links to the actual picture files are embedded.  When the document is loaded, the word processor finds the pictures on your hard disk and displays them.  If you send the document to someone else, they won't be able to see the pictures unless they can be found in the exact same places on their computer.  Many word processors have an option to save the pictures within the document itself.  In MS Word this is found in the Links option of the Edit menu.  From there you can choose to have the pictures loaded into the document.  This, of course, results in a much larger file but when you send it to someone else, the pictures will be displayed as expected.

    Also, there is no attempt to resize the pictures or to justify them to the left, middle, or right of the page.  You must resize them and reposition them where you want them to be on the page.
  • Set Regular Picture Options - Click this button to display the Picture Options screen where you can set all the size and caption options.
  • Set Source Picture Options - Click this button to display the Picture Options screen where you can set all the size and caption options for pictures included with source citations.

    Generate an Ahnentafel List (Ancestor Book Reports only)
    This option (near the bottom of the window) produces a list-type report that only includes the Ahnentafel number, name, and birth and death years for each individual.  It is a very condense report that ignores almost all of the options on the Report Options screen.
    About the only options that are user-changable are: 
  • RIN Numbers
  • Other Numbers (Ancestral File Number, Billion Graves ID, FamilySearch ID, Find A Grave ID, Individual User ID).
  • Slashes around /Surnames/
  • Uppercase SURNAMES

    No notes or stories are included.  No source citations are included. No pictures are included. 
    You can insert underlines for missing given and surnames.
    You can generate a Title Page, Table of Contents, and a Name Index.

    Privacy Options
    Privacy is of great concern when printing reports and books.  Legacy provides many options so that you can suppress and eliminate sensitive information, individuals, and marriages.  These include:

    To open the Privacy Options screen, click the Privacy Options button along the right side of the screen. Also see Privacy Settings for more information about marking individuals and marriages as private.

    Suppression of Living Individuals and Their Families
  • Suppress Details for Living People 
  • Exclude Living People Totally 
  • Suppress Details for Deceased Spouses of Living Individuals 
  • Suppress Details for Deceased Children of Living Individuals 
    Override Privacy Settings
  • Include Private Individuals 
  • Include Invisible Individuals 
  • Include Private Marriages 
  • Include Private Child-Parent Relationships 
  • Include [[ Private ]] Notes 
  • Include Events Marked "Private
  • Include Master Events Marked "Private
  • Include Stories Marked "Private"

    Page Setup, Headers, Footers
    You can set the page margins, page orientation, page size, border lines, header position, page numbering, compiler information, and footer settings by clicking the Page Setup, Headers, Footers... button along the right side of the window.  This displays the Page Setup screen.

    Report Fonts
    You can select the fonts and font sizes for the various section of the report by clicking the Report Fonts button along the right side of the window.

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