Web Report Settings

Browser

Cover Page

- Author, Graphic, and Introduction

- Contact Information

- Other Links

Files

Footer

Index and Surnames Pages

Media Pages

Search Features

Web Preview

Sources

Web Style

Web Publishing

Web Projects

To specify settings for reports destined for the web...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.

A list of options will appear on the left. As items in the list are clicked, relevant buttons and fields will appear to the right of the list.

Browser

The browser is the application that will open when you create reports for the web and when you click a link in this manual (or choose an item in the Help menu) that points to a web page.

To identify your web browser...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.
  4. Click Browser.
  5. Select your web browser using the Browser button. Some predefined browsers appear in the pop-up menu. If Reunion finds any of these on your hard disk(s), their names will be enabled in the pop-up menu. To specify a browser that is not in the list, choose Other. This will open a window wherein you can navigate and select your browser.

Note: the web browser specified here is not the same as the "default web browser" for your Mac. The "default web browser" handles links in note fields, as explained here.

Cover Page

Here is an example of a cover page for a web report, as it would appear on an iPad...

The cover page of a web report contains several items...

Author, Graphic, and Introduction

To set settings for the author, graphic image, and the introduction on a cover page for web reports...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.
  4. Click Cover Page in the list of options.

Author - Enter the author's name (probably your name) into the Author field.

Graphic - Click the Graphic button to select...

Tip: Instead of selecting Other from the Graphic menu, an image file can be dragged from the Finder and dropped on or below the Graphic button in this window.

Width - Choose a desired width for the graphic image selected above. A larger percentage makes the graphic image larger, lower percentages make the image smaller, 50% is the default.

The selected graphic width is a percentage of the width of the frame that encloses the items on the cover page. A width of 100% will enlarge the image to fill the entire width of the cover page frame. If your graphic image is square or tall, a width of 50% or lower will look the best on the cover page. If you graphic image is very wide relative to its height, a percentage of 75% or 100% will fill the cover page nicely.

As the width of the graphic is altered, the height is proportionally changed as well keeping the aspect ratio of the image unchanged.

Frame - Your image may look just fine without a frame of any kind and other images may look nicer when enclosed within a rectangular border. Click the Frame button to select how to enclose the graphic...

Use the Web Preview button to make sure your selected graphic image, width and frame look desireable on your cover page.

Introduction - The introduction to your report. You may type an introduction directly into the Intro field (up to 1,000 characters), or you can import a small text file from disk by clicking the Import button. We recommend using an app like TextEdit to create and save multiple introductions as little text files on your hard disk. The Intro field also supports tags, as explained here.

Other Links

The Other Links group appears right before the Contact group (if both Other Links and Contact groups are included) on the cover page of your web project.

The instructions for modifying the contents of the Other Links panel is exactly the same as those for the Contact panel.

Other Links can be useful when you create a web report in Reunion and you want to provide viewers of your cover page with information and/or links to other locations on your web site, other web sites, email addresses, and phone numbers that may not appear elsewhere in your web project.

To enter/edit the list of Other Links for the cover page of web reports...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.
  4. Click Other Links in the list of options.

At the top of the Other Links panel is an Include checkbox. This checkbox must be checked for any of the listed entries to be included on the web cover page. Unchecking the Include checkbox will exclude the entire Other Links group from the web cover page. However, the items in the list will remain in place should you want to include them in a different web report.

Note: The Include checkbox for the Other Links group is unchecked (not included) by default.

To the right of the Include checkbox is an editable text field. This is the group title that will be used for the title of the Other Links group on the web cover page. You may prefer to call this section something other than "Other Links." For example, you may choose to call it "Charts," "More Information," or "Other Web Reports."

In spite of what the name implies, none of the entries in the Other Links group actually have to be links.

Under the Include checkbox and the title field is the list of entries to be included in the Other Links group on the web cover page.

These entries can be...


Adding Entries

To add a new entry, click on the Add Entry button (the plus sign under the list of entries). When the Add Entry button is clicked, the Edit Link window will open.


Editing Entries

To edit an entry, double-click the entry to be edited in the list.

There are three main parts to each entry (exactly the same as a contact entry), they are described below...

Icon

An optional Icon can be assigned to appear on the left side of the entry on the cover page. Check the Include icon checkbox to include an icon for the entry. Click the Change button to see a preview of all of the available icons. Click on the desired icon and your selection will be used for the entry.

Title

The Title is the text that will appear for the entry. The title will appear to the right of the icon if an icon is included. Click on the Title button to set the entry's title to be 1-line, 2-lines, 3-lines, or a Subtitle (a single line of bold text).

Action

Each entry can be assigned an optional Action. The action is assigned by selecting an item from the Action button. The selected action determines what happens when the viewer of your web page clicks on the entry.

After an action is selected, one or more options appear and must be filled in to complete the definition of the action. For example: a web URL, email address, phone number or file on your Mac. You can choose from the following actions...

Note: For the HTTP or Secure HTTP (https) actions the "http://" or "https://" part of the URL does not need to be included. For example if you want to create a link to "https://www.leisterpro.com," you should select the Secure HTTP (https) action and add "www.leisterpro.com" to the action field.

Note: For the File action most file types are supported. For example: .jpg, .png, .pdf, .html, .txt, .rtf, .zip, etc. However, package file types are not supported. For example: .pages, .rtfd or a Reunion book project. Reunion will not allow a package file type to be selected.

Note: For the Web Folder action only .html and .htm files types can be selected. This is the starting point for the contents of the web folder. The .html file's enclosing folder and all of its contents will be included in the web project.


Including or Excluding Entries

To include an entry in the Other Links group, check the Include checkbox on the left side of the link entry in the list.

When creating web reports for multiple destinations it may be necessary to include different options for different web reports. The Include checkbox allows for an entries to be excluded from a web project without actually deleting the entry information. When the excluded entries are once again needed for a web project, simply check the Include checkbox on the left side of each desired entry.


Deleting an Entry

To delete an entry from the list, select the entry to be deleted and click the Delete button (the button with the minus sign under the list of link entries).


Duplicating an Entry

To duplicate an entry in the list, select the entry to duplicate and click the Duplicate button (the button with the two overlapping rectangles under the list of link entries). After the entry has been duplicated, double-click it to edit the icon, title, and/or action.


Testing the Action

To test the action assigned to an entry, click the Link button on the right side of the entry in the list. If the action is properly formatted, your browser, email, phone, or FaceTime app will open. If nothing happens when testing the link, double-click the link entry and check the Action settings. The Link button will not appear if an action has not been assigned to the entry.


Rearranging Entries

The order of the entries can be changed by clicking on an entry and dragging it up or down within the list. The order of entries in the list is the same order that will be used when building the cover page.

The entry order can be very important if you've designated one of the entries to be a subtitle that is to appear above other entries.

Note: the number and types of entries is, for the most part, unlimited. The Other Links group can be as large or small as is needed.

Contact Information

The Contact Information appears right after the Other Links (if both Other Links and Contact groups are included) on the cover page of your web project.

The instructions for modifying the contents of the Contact panel is exactly the same as those for the Other Links panel.

In a web report, the "contact" is the author or person to whom you'd like to direct feedback, additions, suggestions, etc., regarding the report. This information appears on the cover page.

To enter/edit contact information for the cover page of web reports...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.
  4. Click Contact in the list of options.

At the top of the Contact panel is an Include checkbox. This checkbox must be checked for any of the listed entries to be included on the web cover page. Unchecking the Include checkbox will exclude the entire Contact group from the web cover page. However, the items in the list will remain in place should you want to include them in a different web report.

Note: The Include checkbox for the Contact group is checked (included) by default.

To the right of the Include checkbox is an editable text field. This is the group title that will be used for the title of the Contact group on the web cover page. You may prefer to call this section something other than "Contact." For example, you may choose to call it "Links" or "Send Corrections to..."

Under the Include checkbox and the title field is the list of contact entries to be included in the contacts group on the web cover page.

Contact entries can be...


Adding Contacts

To add a new contact entry, click on the Add Entry button (the plus sign under the list of contact entries). When the Add Entry button is clicked, the Edit Contact window will open.


Editing Contacts

To edit a contact, double-click it in the contacts list.

There are three main parts to a contact entry. They are described below...

Icon

An optional Icon can be assigned to appear on the left side of the entry on the cover page. Check the Include icon checkbox to include an icon for the entry. Click the Change button to see a preview of all of the available icons. Click on the desired icon and your selection will be used for the entry.

Title

The Title is the text that will appear for the entry. The title will appear to the right of the icon if an icon is included. Click on the Title button to set the entry's title to be 1-line, 2-lines, 3-lines, or a Subtitle (a single line of bold text).

Action

Each entry can be assigned an optional Action. The action is assigned by selecting an item from the Action button. The selected action determines what happens when the viewer of your web page clicks on the entry.

After an action is selected, one or more options appear and must be filled in to complete the definition of the action. For example: a web URL, email address, phone number or file on your Mac. You can choose from the following actions...

Note: For the HTTP or Secure HTTP (https) actions the "http://" or "https://" part of the URL does not need to be included. For example if you want to create a link to "https://www.leisterpro.com," you should select the Secure HTTP (https) action and add "www.leisterpro.com" to the action field.

Note: For the File action most file types are supported. For example: .jpg, .png, .pdf, .html, .txt, .rtf, .zip, etc. However, package file types are not supported. For example: .pages, .rtfd or a Reunion book project. Reunion will not allow a package file type to be selected.

Note: For the Web Folder action only .html and .htm files types can be selected. This is the starting point for the contents of the web folder. The .html file's enclosing folder and all of its contents will be included in the web project.


Including or Excluding Contacts

To include a contact entry in the contacts group, check the Include checkbox on the right side of the contact entry in the list.

When building web projects for multiple destinations it may be necessary to include different contact information for different web projects. The Include checkbox allows for a contact to be excluded from a web project without actually deleting the contact information. When the excluded contact is once again needed for a web project, simply check the Include checkbox.


Deleting a Contact

To delete a contact entry from the list of contacts, select the entry to delete and click the Delete button (the button with the minus sign under the list of contact entries).


Duplicating a Contact

To duplicate a contact entry from the list of contacts, select the entry to duplicate and click the Duplicate button (the button with the two overlapping rectangles under the list of contact entries). After the contact has been duplicated, double-click it to edit the icon, title, and/or action.


Testing a Contact Action

To test the action assigned to a contact entry, click the Link button on the right side of the contact entry in the list of contacts. If the action is properly formatted, your browser, email, phone, or FaceTime app will open. If nothing happens when testing the link, double-click the contact entry and check the Action settings. The Link button will not appear if an action has not been assigned to the entry.


Rearranging Contact Entries

The order of the contact entries can be changed by clicking on an entry and dragging it up or down within the list of contacts.

The order of the contact entries could be very important if you have designated one of the entries to be a subtitle that is to appear above other contact entries.

Note: the number and types of contacts is, for the most part, unlimited. The contacts group can be as large or small as is needed.

Files in Web Reports

To set settings for files in web reports...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.
  4. Click Files in the list of options.

Name of Contents/Cover Page
This option is for ISPs who require that a "home" page have a particular name.

You can request a prompt for the name of the contents page when creating a web report, or choose a default of Index.html or Default.html, or let Reunion create the name, based on the project type.

Footers in Web Reports

To set settings for footers in web reports...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.
  4. Click Footer in the list of options.

At the bottom of web pages in a report, there are two user-defined blocks of text that appear: creation date and footer.

The Text Style and Text Color buttons apply to selected text in either field.

Tags in Web Fields

To make the contents of the footer, creation date, and introduction more interesting and dynamic, you may place "tags" in the fields. The table below lists all the supported tags, their syntax, and a description of each tag.

For example, you may insert the [date] tag in the text string like this: Created [date] by Leroy Brown.

tag/syntax
description
[date]
Today's date, in the format specified in Reunion's Date Settings.
[dateFormat=...]
Click here for more information.
[hr]
Horizontal rule.
[indent]Indented text here.[/indent]
Indent text using block quotes.
[img=http://www.mysite.com/myimage.png]
Image.
[img=http://www.mysite.com/myimage.png]alt text[/img]
Image with custom text inserted into the alt field.
[url=http://www.mysite.com]
Link to web address.
[url=http://www.mysite.com]My Home Page[/url]
Link to web address with custom link text.
[email=help@mysite.com]
Mailto button.
[email=help@mysite.com]Send me an eMail[/email]
Mailto with custom text.
[google]
Google www search box.
[googleSite=http://www.mysite.com]
Google search for specific site.
[googleSite=http://www.mysite.com]My Web Space[/googleSite]
Google search for specific site, with custom site description.
[googleAnalytics=UA-1234-1]
where UA-1234-1 is your Google Analytics ID
Google analytics.

Index and Surnames in Web Reports

To set settings for index and surname lists in web reports...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.
  4. Click Index/Surnames in the list of options.

Show (birth-death) years

This option will append birth and death years to each entry in a web report index. If enabled, a typical index entry would look like this:

If the Use full dates button is checked, then the complete birth and death date appears adjacent to names (following your preferred date format). For example:

Indexes at the end of reports (such as a Register report or family history report) are always sorted alphabetically by last name.

People Per Index Page

For web reports, you can select the maximum number of people on each page of your index using the People per index page button. A setting of Unlimited will create a single page for the index. The lower the number, the faster each index page will load in a browser. A folder ending in _IDX, containing all of the index files, will reside in the web folder.

Surnames on a Separate Page

To move surnames off the cover page and onto a separate web page, check the Separate web page for surnames button. The advantage of placing the surnames on a separate page is that it will allow the cover page (contents) to load faster, particularly when creating large web projects containing lots of surnames. If this option is selected, a SUR.htm file will be created and will reside in a folder ending in _IDX.

Media Pages in Web Reports

When creating a report destined for the web, you have the option to include a separate "media page" for each person and family. This can include all the multimedia items linked to a person or family, or only the media files of specified media types.

Here is an example of a media page as it would appear on the iPad (the page contains five images in total)...

web project media page

When browsing the report, media pages are opened by clicking little camera icons in the body of the report.

For example, in person sheets with media pages, a little camera icon will appear adjacent to people's names (for an individual's media page) and marriage information (for a family's media page). When clicked, these camera buttons open the relevant media pages.

You may include pictures in the body of your report and separate media pages. In this case, preferred pictures will appear in the body of your report (for example, on family cards, person sheets, family group sheets, etc.) and, in addition, media pages will be created for each person and family. The preferred pictures appearing in the body of the report might be thought of as the "thumbnails," whereas the media page is the place for the larger display of multimedia items.

How to Include Media Pages in Reports

To include media pages in reports, check the Media pages check-box button in the relevant panel. For example, after selecting Reports > Person Sheet, you'd see the following...

If the Media pages button does not appear, it's because...

Settings for Media Pages

To set settings for media pages in web reports...

Include
You have the option to include/exclude each multimedia file type individually by using the various check-box buttons in the Include section, shown above.

Sensitive multimedia items can be excluded from media pages, as explained here.

Web styles apply to media pages and are explained here.

Dimensions of Images in Web Reports

Because Reunion creates web reports using responsive design, the size of pictures in web reports will vary, depending on the device on which they are being viewed and, in the case of a computer, the browser's window size.

The web style utilized when creating a report will also impact the size of images.

The maximum height or width of movies in media pages is 2047 pixels.

Search Features in Web Reports

Reunion offers two different search features in web reports:

  1. A basic search for people by name (which behaves like the People Sidebar).
  2. The integration of third-party search engines.

Both features are controlled by choosing Reunion > Settings > Web > Reports > Search.

Or, if you're already looking at a report panel, just click the Web Settings button.

The Web Settings > Reports > Search panel is shown below...

Search For People By Name

The first feature adds a Search menu item (or button, depending on the size of the page) accessible from any page in the web report. It would look something like this...

If a person viewing your web report selects Search from the menu, a text field appears. The viewer would then enter a name (or partial name), first name, middle name, or last name — they're all treated the same when searching a web report.

Selecting a name in the list would show the relevant record in your web report.

This feature is enabled, by default. To turn it off, uncheck the button Add "Search" to main menu, in the Web Settings > Reports > Search panel as shown above. The only reason to disable this feature is if you're creating huge web reports — in which case the sheer number of names cached by the search feature could possibly hobble the web browser.

If no search results appear...

If a name is entered in the search field and no search results appear, there are two possible explanations to consider...

  1. In some cases, a search attempt will not work if the web project is stored locally; i.e., on your Mac. However, the web search will work when the web project is accessed on the web. If you intend to upload the web project to a web site, try doing that and then test the search function.
  2. The Search feature in web reports requires that JavaScript is enabled in the browser. In Safari, this is turned "on" by opening Safari and choosing Safari > Settings from the menu. Then checking the button Enable JavaScript (next to Web Content). Typically, JavaScript is enabled by default; however, if you or somebody viewing your web report can't see any search results, check to make sure JavaScript is enabled in the browser.

Third-Party Search Integration

The second search feature offered in web reports is the integration of third-party search engine technology. This feature taps into the power of Google, Bing, Yahoo, and/or DuckDuckGo — meaning viewers of your web reports can search for just about anything (name, place, note, etc.) in your report/site, and the results are generated in a similar fashion to the results generated on the respective third-party search sites.

To enable this feature, use the button Add third-party search engines, in the Web Settings > Reports > Search panel as shown above.

You'll also need to specify...

A person viewing your web report will see this feature at the bottom of three pages in your web report: Cover Page, Index Page(s), and Surnames Page(s).

Depending on the web style you're using, the third-party search engine features would appear something like this (at the bottom of the aforementioned report pages)...

Web Preview

The Web Settings > Styles panel allows you to make many different color, style and font choices for your web projects. Additionally, the Web Settings > Reports panel allows you to configure your Cover Page, Contact, Footer, Index and other settings.

As you modify these settings it is difficult to envision how they will appear when you create your final web project. This is where the Web Preview button comes in...

The Web Preview button appears at the bottom center of the Web Settings window. Clicking the Web Preview button will open a hypothetical web project in your web browser allowing you to review how your settings will appear in your web projects.

The Web Preview allows you to quickly see the following...

Note: The Web Preview button will only appears when a panel that allows changes that can be observed in the Web Preview is selected. For example, when Browser or Media Page is selected, the Web Preview button is not available.

Sources in Web Reports

Here is an example Source page in a web project, as it would appear on an iPhone...

To set settings for source documentation in web reports...

  1. Choose Reunion > Settings.
  2. Click Web.
  3. Click Reports.
  4. Click Sources in the list of options.

Number of Sources Per Page

For web reports, you can select the maximum number of sources on each page using the Sources per page button. A setting of Unlimited will create a single page for all sources. The lower the number, the faster each page of sources will load in a browser. A folder ending in _SRC, containing all of the source pages, will reside in the web project folder.

Including Multimedia Items from Source Records

If a source record contains multimedia items, you may include the names of the multimedia files in the endnote, as well as the actual multimedia files and links to them.

Note: Multimedia files are included only when the Include multimedia files button is checked in Reunion > Settings > Web > Reports > Sources AND the specific file type is checked in Reunion > Settings > Web > Media Page > Files.

For example, if you have the Include multimedia files button checked (in Reunion > Settings > Web > Reports > Sources) and your source images are PDF files; but you haven't checked the button PDF files (in Reunion > Settings > Web > Media Page > Files), then the PDF files linked to source records will not be included in the web project.

Note: Multimedia items linked to source records will be excluded if they are designated as "sensitive" and the Exclude sensitive data button is enabled in the Sensitivity settings. Learn more.