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Exporting a custom report to Excel

Replies: 45

Re: Exporting a custom report to Excel

Posted: 21 Apr 2011 7:34AM GMT
Classification: Query
Edited: 21 Apr 2011 8:37AM GMT
I don't know exactly what you mean by cell.

Are your referring to errors found in FTM? ie wrong stuff in elements (date, place, description) of a fact?

If so, I would think there are two ways. One is the "manage facts" section of FTM - the other is a custom report for a Fact you believe to be a problem is either "not blank" or has a specific text string that you can isolate.

To do a custom report:

Go to Personal reports > custom reports.

Click on the upper left button and get the fields you want setup. Note the ability to sort (FTM2011) buttons, get rid of the note checks, note the fact option button - which say whether to get date and/or place and/or description. Click ok. Also, you'll probably want to include the fact you are searching for "also known as", plus at least a name, maybe a birth date.

That should take you back to the custom report screen. Select under Individuals to Include > Selected individuals > Individuals to include button. Select "Filter In".

Select:

Top row: All Facts
Second row: Also known as
Third row: Any data

Then, next selection criteria to the right: Exists

click ok.

There's all your records that have anything in any field of "also known as".

Save this report if you will be coming back to it. There is a "Save this Report" button on the button bar. It can be accessed later under "Saved Reports".

_________

If you have errors where the fix is in the form of:

1) Data for address is in "also known as" and you want to transfer 20 of those instance from also-known-as to address, or

2) moving data from the place field to the description field,

you can do that automatically at the Edit > Manage Facts > Select a Fact > backup yes or no > Data options:

a) Transfer contents of those facts to another fact type.
b) Swap place for description or vice versa



Does that help?
SubjectAuthorDate Posted
rfaulk7002 20 Apr 2011 12:14PM GMT 
silverfox3280 20 Apr 2011 1:44PM GMT 
Russ Worthing... 20 Apr 2011 2:46PM GMT 
rfaulk7002 20 Apr 2011 8:23PM GMT 
Russ Worthing... 20 Apr 2011 11:47PM GMT 
silverfox3280 21 Apr 2011 1:42AM GMT 
rfaulk7002 21 Apr 2011 1:14PM GMT 
silverfox3280 21 Apr 2011 1:34PM GMT 
Russ Worthing... 21 Apr 2011 2:19PM GMT 
rfaulk7002 23 Apr 2011 7:40PM GMT 
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