Cathy O, That is such a good, clear, helpful report, I am saving it, too, although it wasn't in response a question of mine. Thank you.
Jane S. On Mon, Jan 11, 2010 at 10:40 AM, Cathy-0 <[email protected]> wrote: > Wendy asked: > > > >Is there a way to get a list of my to-do items on a single page? > > > > Well, I have too many items to have them shown on just one page. But > here's > what I do to shorten my To Do Reports. > > 1. When you click on "Reports-->To Do List Items," a window opens with four > tabs. Under the first tab "Record Selection" go to the bottom of that tab > window and make sure the box next to the following text is empty: "Start > Each Task or Repository on a New Page". In this way tasks will continue on > page by page without any page breaks between tasks. > > I also leave the next box blank as well: "Don't Split a Task Over a Page > Break." I don't care if a task is split between two pages. When I take a > paper report with me, I punch the pages for three holes and place them in a > binder or report cover so that the report is easier to use at the archives. > So splitting a task is not a hassle for me. > > 2. Then go to the second tab titled "What to include." Here I go down to > the third section on the table and look at the "Notes" section. To the > right of the word "Notes" are two boxes. The first box allows you to > change > the number of lines you want in the Notes section of the To Do report. If > I > am looking at a vital records index and have only a small amount of > information to write down on my To Do Report when I take it to a > repository, > then I don't need 10 or 15 blank lines in my report. So, I would reduce > the > number to 1 or 2 lines. Secondly, I can either have the blank lines either > lined or unlined. The box to the right allows for that. > > 3. I can also shorten my To Do Report by excluding various information > which is shown on the second tab titled "What to include." So, before I > create a report, I review these items to see what is not needed for my > report that day. This can change each time I issue a report based on what > my specific needs are. This also relates to the third tab entitled "Filter > Options" which can impact the size of the To Do Report. > > 4. And then there is the fourth tab entitled "Sort Order" which I change > based on what I want the report to show. > > Among these four tabs are a lot of variables which I change based on what > the report I create is to show. Including or excluding these items will > impact the length of your report. So, play with them to see how something > as simple as a sorting change can increase or decrease the length of the > report. > > One of my favorite reports is based on the repository which I plan on > visiting. When I go to a specific archive or library, I print a report for > only that repository and arrange the sorting of items based on how I expect > to search at that repository that day. Then I would take the report and > systematically work through the repost at the repository finding each item > that I have listed on it which makes my time at the repository go very > efficiently. > > For example, when going to a research library, I check the library catalog > on line before I arrive at the library and include the library's call > numbers in the tasks in my database so that the call numbers print out on > my > To Do Report. As soon as I arrive at the research library, I begin writing > out the call slips and in minutes the research materials are placed in > front > of me. This allows me to efficiently use what time I have at the research > library. > > If I sound enthusiastic about the To Do Reports, it's because I use them > all > the time and would recommend Legacy on the basis of the To Do Reports > alone! > However, I also enjoy other aspects of the program. > > Happy Hunting! > Cathy-0 > > ________________________________ > > From: Sherry Warren <[email protected]> > To: [email protected] > Sent: Sat, January 9, 2010 4:03:08 PM > Subject: Re: [LegacyUG] Report of to do's > > I, too, have a question about the To-Do List. I select print from the To-Do > List in Research Guidance. I get each to-do item on a separate page. Is > there a way to get a list of my to-do items on a single page? > > Sherry Warren > > On Sat, Jan 9, 2010 at 3:17 PM, Wendy Howard <[email protected]> > wrote: > > > Hi Jane, > > > > I am trying to get a report that gives all the to do items > > that are in a particularly repository. I filter by locality and > > select the correct locality, but the report is blank. What > > am I over looking? > > > Have you checked the radio button for "All Categories"? That one > has > caught me out in the past. If you have "This Category" checked, but > no > category selected, you'll get nothing. > > Hope this helps. :-) > > > Kind Regards, > Wendy Howard > -- > Kaiwaka, Northland, New Zealand > > http://freepages.rootsweb.ancestry.com/~wendyh65/<http://freepages.rootsweb.ancestry.com/%7Ewendyh65/> > <http://freepages.genealogy.rootsweb.com/%7Ewendyh65/> > > > > > Legacy User Group guidelines: > > http://www.LegacyFamilyTree.com/Etiquette.asp > > Archived messages after Nov. 21 2009: > > http://www.mail-archive.com/[email protected]/ > > Archived messages from old mail server - before Nov. 21 2009: > > http://www.mail-archive.com/[email protected]/ > > Online technical support: http://www.LegacyFamilyTree.com/Help.asp > > To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp > > > > > > > > > -- > Sherry Warren > > > > Legacy User Group guidelines: > http://www.LegacyFamilyTree.com/Etiquette.asp > Archived messages after Nov. 21 2009: > http://www.mail-archive.com/[email protected]/ > Archived messages from old mail server - before Nov. 21 2009: > http://www.mail-archive.com/[email protected]/ > Online technical support: http://www.LegacyFamilyTree.com/Help.asp > To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp > <http://www.legacyfamilytree.com/LegacyLists.asp> > > > Legacy User Group guidelines: > http://www.LegacyFamilyTree.com/Etiquette.asp > Archived messages after Nov. 21 2009: > http://www.mail-archive.com/[email protected]/ > Archived messages from old mail server - before Nov. 21 2009: > http://www.mail-archive.com/[email protected]/ > Online technical support: http://www.LegacyFamilyTree.com/Help.asp > To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp > > > > > > > Legacy User Group guidelines: > > http://www.LegacyFamilyTree.com/Etiquette.asp > > Archived messages after Nov. 21 2009: > > http://www.mail-archive.com/[email protected]/ > > Archived messages from old mail server - before Nov. 21 2009: > > http://www.mail-archive.com/[email protected]/ > > Online technical support: http://www.LegacyFamilyTree.com/Help.asp > > To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp > > > > Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
