Skip to main content

Cleaning up Legacy using reports!

Last week I had a request for some information on my Hunter line to help a cousin with some researching.  I was so excited I had someone else interested in my Hunters!  I quickly went in to Legacy and put together a descendant report for William Wallace Hunter {my 3rd great grandfather}.



I thought, how hard can it be to create a descendant report for William?  I went to the Report Menu and in the pop up window selected Descendant but when I previewed it it only gave names and birth and death dates.  This was not what I wanted.  After playing around I found that I had to go to the Books tab (see image below) and select the Descendant Narrative.


In the next window there were a lot of options to choose from.  After selecting and deselecting options and previewing I came to a report that I liked {and I saved my report layout for next time..yay!}. I skimmed through the report and then emailed it off.  A day or two later I wanted to look something up in the report that I had created and once I stated looking mistakes started jumping out all over the place.  I ended up printing all 30 pages minus the citations and started going through each person listed and making corrections.  The image below shows the 1900 Census twice for George Hunter.  A lot of them had a census in the report twice because they had two events for the same census because I had created an individual census event and then ended up sharing another census event for the same census from another person.  What a mess...but it is all fixed now! {at least for these people}


It took me a few days to get through the whole report {I was off work sick so this gave me something to do}.

My tip to you all is to print out your reports even if you don't need a printed copy and take some time and go through it.  I was surprised at all the mistakes and duplicate information that I found.  It did take a few days working on it a few hours each day but it was worth it!

Comments

Popular posts from this blog

Stitching Update…Lots of pics

LHN Family Sampler (excuse my crooked house…not sure why it looks like that)American Flag Quilt Sampler by Rosewood Manor.  I love stitching on this; I did however run out of the Brethren Blue.  I decided to put this down for a little while and have picked up the family sampler again.A close up!HAED Natures Mourning.  I have not worked on this in a while.  I plan to stitch on LHN Family Sampler until Friday and then work on this next.Last but not least is a little freebie that I did before Christmas.

Using Evernote for my planner

In my last post, I mentioned how I am using Evernote as my planner; a few of you have had some questions so here I am.

I started using Evernote the week of December 23rd.  I was looking for a new planner for 2017 and I was not liking anything that I was finding.  I keep lists of all sorts of things in Evernote so it only made sense to try and find a way to use Evernote for my planner.  I did a little bit of research and found these templates for 2017.  With a little adjusting, I was able to make the weekly template work for me.

I first created a folder called Day Planner {I put the folder in my Inbox stack because I spend the most time here}.

!Inbox -- default notebook.  Anything coming into Evernote goes here to be sorted and dealt with {It is piling up today}. Ideally, this is emptied every day but for me, it is more like a few times a week.

!TO DO -- This is the notebook that holds some of those lists.  My genealogy to do list, my blog to do list and my brainstorming list live here…

How I Use Evernote for My Genealogy.

NOTE: 2 Feb 2014 -- Link updated to shared notebook

______________________________________________________________________

Today I did a Google+ hangout on air about Evernote for Genealogy.   Once I watched the video I saw that I was not a very good cameraman!

Hopefully this will clear up any questions you may have.





How I use Evernote for my genealogy.

I use Evernote to store everything including my genealogy research.
You want to use Evernote in a way that makes sense to you.  Tags, notebooks, no tags or no notebooks; do whatever works the best for you.
Notebooks (the blue box)
Notebooks are sorted alphabetically so if there are notebooks you want at the top of your list you can use ! or @ or ~ in front of your notebook title.  In my image, for example, I have my INBOX notebook with an ! in front to keep this notebook at the top of the list.  I use a ~ to keep my GENEALOGY notebook stacks together.  I have an ARCHIVE notebook and in front of that I put an x to keep it at the bottom of …