The Summary Sidebar

What Is the Summary Sidebar?

Summary Settings

Sharing the Summary Sidebar

Surnames in the Summary Sidebar

The Surname Quickview

The Surname Tracer

Sidebars

What Is the Summary Sidebar?

The Summary sidebar provides a recap of various statistics for people along with the ability to drill down for more specifics, exploration, or navigation.

For example, it provides a quick way to see...

All of the statistics and details are updated instantly as you navigate to different people in the family file.

Up to 13 different categories of information may appear in the Summary sidebar. The title of each category can be clicked to reveal more specifics.

In the example on the right, the Siblings and Half-siblings are revealed; thus you see the name of each sibling and half-sibling.

Similarly, if Descendant Surnames is clicked, a list of each surname will appear, with the ability to explore more detail about each surname.

summary
Summary Settings

Several categories of information can appear in the Summary sidebar while navigating in the family view. Separate lists appear for the husband and wife.

To include/exclude categories in the Summary sidebar, click the Settings button (at the bottom of the sidebar) and then check/uncheck buttons in the Summary Settings (see illustration to the right).

For each category, the Summary sidebar will show the number of people in the category and, if revealed by clicking the little gray triangles, a list of the names of every person in the category.

Here are the categories:

More About the Summary Sidebar

Sharing the Summary Sidebar

A text version of the Summary sidebar can be reported for each person via the Share button, along the top-right edge, as shown below.

Surnames in the Summary Sidebar

The Summary sidebar has a section for exploring surnames, including several features to identify and aggregate surnames, starting with any source person.

To see the Summary sidebar, click Summary in the list of sidebars. (If you don't see surnames in the Summary sidebar, then, then be sure to enable Surnames in the Sidebar settings — the little gear icon at the bottom.)

The Summary sidebar includes collapsible sections for listing Ancestor Surnames, Descendant Surnames, and Surname Variations. The total number of each is appended to their subsection names. And every surname is appended with the number of people having that surname, as shown in the example to the right.

The source person appears at the top of the list — the surnames are aggregated based on the source person.

Clicking any of the surnames in the Summary sidebar will open the Surname Quickview window, described in the next section.

The Surname Quickview

The Surname Quickview window shows more detail about the surname you click in the Summary sidebar, including...

Who is the "Closest" or "Earliest" person?

The closest or earliest person encountered for the surname will appear at the bottom of the Surname Quickview.

Clicking the round, green Go button will navigate to the family view for the closest/earliest person.

Finding People with the Selected Surname

Click the Search button (the magnifying glass icon in the top-left of the Surname Quickview) to find people with the selected surname (relative to the current source person). A list of these people will appear in the Results sidebar.

Note: if there is only one matching person with the selected surname, then the magnifying glass icon does not appear.

The Surname Tracer

The Surname Tracer window shows a list of...

Here is an example Surname Tracer window with 4 surname variations...

There are two ways to see the Surname Tracer window...

Using the Surname Tracer

The information in all 6 columns of the Surname Tracer was described above, in the Surname Quickview.

Also, as mentioned, "Earliest Date" and "Latest Date" refer to the birth/death dates for the people with the selected surname. If a surname shows today's date in the "Latest Date" column, it means that there is one or more persons with that surname living today.

In the illustration above, if today's date was "3 Aug 2021" then the Surname Tracer would show that we have a LAUVER living today (because that date appears in the "Latest Date" column).