Reports

What Is a Report?

Selecting a Report

Instant Reports

Configured Reports
More Details About Each Report

Sharing Instant Reports

Sharing Configured Reports

Titles of Instant Reports, Sidebars, and List Windows

Titles for Configured Reports

More About Report Destinations

Report Settings

What Is a Report?

A report is a document that presents information from your family file. Reunion creates a wide variety of reports, including common traditional genealogical documents as well as modern aggregates from your family file.

Reports should not be confused with charts. A chart is a document with graphics (lines, boxes, etc.). Charts are explained here.

Selecting a Report

To create a report...

  1. Click Reports in the navbar.
  2. Click one of the report names.

More Details About Each Report

Many reports have common features (such as the ability to choose a starting person/couple, the ability to include marked or unmarked people, the ability to set the number of generations, etc.). However, each report is a unique document with unique content, features, and options. All this is explained in different chapters of this manual. Follow the links below to learn more about each report.

Different Kinds of Reports

Some reports are configured and then created. We call these "configured reports."

Some reports are instantly generated. They appear as soon as you click the name of the report. We call these "instant reports."

reportlist

Instant Reports

"Instant" reports are instantly generated.* They appear as soon as you click the name of the report. These include: Obituary, Last Names, Statistics, On This Date, and Multimedia Usage.

In the menu of reports, the names of instant reports appear in blue text (the last 5 in the list).

The report itself occupies the middle section of the Reunion window and buttons for Settings and Sharing appear in the bottom bar, beneath the report.

*When an "instant" report doesn't appear instantly...
If Reunion determines that more than a few seconds will be required to generate a report, the report won't appear instantly. Instead, a "Build [name of report]" button will appear which requires one extra step to build the report. The name of the button depends on the report you're seeking. For example...

Whether or not you see one of these buttons depends on the size of your family file and/or the speed of your Mac. (Most people will never see any of these buttons.)

Sharing Instant Reports

A Share button appears under each instant report. The purpose of this button is to view (in another app), print, email, copy, or save the list.

Clicking the Share button under the report opens a Share window, such as the example shown below.

share window

The Share window is used to specify...

Titles of Instant Reports, Sidebars, and List Windows

When sharing an instant report (such as the Last Names report), a sidebar (such as Bookmarks), or a List window (such as a list of Places), a title for the report is automatically generated and includes the current date (such as Calendar Report - 8 Dec 2021 ). These titles can be edited in the Share window, shown above.

Configured Reports

Some reports are configured and then created. We call these "configured reports."

Basically, you make choices for the report (such as: the starting person, how many generations, whether or not to include marked people, the layout, etc.) and then you click one button to create the report and shuttle it to its destination (your word processor, your printer, your email program, etc.).

Configured reports include: Person Sheet, Family Group Sheet, Blank Forms, Family History, Register, Ancestor, Descendant, Book, and Web Project.

In the menu of reports, the names of these reports appear in black text (the first 9 in the menu).

Destinations for Configured Reports

Configured reports are those that you set up before creating. For example...

As part of the configuring process, you choose a destination for the report. The "destination" is where you would like to view, print, email, or save the report.

destinations config popup

Destinations for configured reports vary somewhat, depending on the report; but, may include...

Titles for Configured Reports

The titles of configured reports, such as a register, family history or ancestor, are entered in the Title field of the relevant panel. For example, when you select Reports > Family History, you'll see a Title field which you can edit, if desired, in the process of setting up the report.

These titles are not generated by Reunion, but they are remembered between sessions. The titles appear in the header of reports.