This is a report I had never used before. There are a LOT of report options in Legacy 8 and I don’t know if I’ll ever learn them all.
I heard about this report in a post on the Legacy User Group on Facebook. It’s an excellent group where we all help one another and share tips and tricks for using Legacy. Thanks to Cathy Pinner for reminding us about this feature.
To create this report go to Reports > Other Reports > Surname Summary
You then have several options as seen below:
|Screenshot of Options|
My report is 20 pages long in PDF format.
Here is what the first page looks like:
These are the things this one page tells me.
- I have 33 individuals that have No Surname
- I have one surname that I apparently put parenthesis around (MEIER). Why?
- For this first page of the report ARMSTRONG has the most entries – 26
- On entry #36 is just the letter “B” Again, my question is Why?
How can I make better use of this list?
Legacy gives several options to you when you are preparing to view the report (see screenshot above)
- You can just view the report by using Preview
- You can create a PDF file (this option is also available to you from the preview screen)
- You can create a CSV file
WHY WOULD A SPREADSHEET FILE BE VALUABLE?
- You can sort the names in different order
- You can sort the columns in a different order
- You could add more information in other columns
- You can add notes
- You could separate the names by alphabet and put them on a different sheet
- You could color code names or any other item
Have you used this report before? If so, how? I’d love to hear about it.
PLEASE SEE THE LEGACY 8 TIPS TAB UNDER THE BLOG HEADER. YOU WILL FIND 12 DIFFERENT POSTS ABOUT MAKING THE MOST OF YOUR LEGACY DATABASE – FROM CHANGING COLORS TO STEP BY STEP INSTRUCTIONS FOR ADDING A RECORD.
Copyright © 2010-2016 Diane Gould Hall
ALL RIGHTS RESERVED. NO USE WITHOUT PERMISSION
Oh Diane, you are light years ahead of me on Legacy! I do use reports, but I mainly use them for sharing information with others. I always love it when you share things about it here though because you explain things in a way I can understand.ReplyDelete
(Life has taken my focus elsewhere for awhile, so sorry I have been AWOL---love your blog!)
Thanks Michelle. That's always my goal. Seems like I'm frequently mentoring someone on how to use Legacy, Blogger, Ancestry, etc. etc. I enjoy it. Good luck with all the "other" stuff.Delete
Wow! I never noticed that surnames summary report before and how handy it will be for One Name Studies. I wonder if there is a way to add a location column? I am going to use the notes part to write in DNA informationReplyDelete
Magda - that's why I suggested saving the report in CSV format. That way, in the spreadsheet you can add as many columns as you want and sort them and do all sorts of things.Delete
Thanks for stopping by.