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Customizing the TMG Toolbar:
Add a Journal Report

TMG's Reporting toolbar includes two reports that are very helpful when editing your database: the "Individual Narrative preview with sources" and the "List of sources preview." The first of these reports, combined with TMG's sentence preview feature, gives a good picture of how an individual sentence will read in a narrative report. If you use additional features like concatenating sentences (see TMG's Help file) or you have a lot of tags more suitable for research than narration, you might want to create a "Journal preview with sources" report that can also be run with one click on a toolbar icon. Yes, TMG lets you do this.

Creating a "Journal preview with sources" report

Do you already have a favorite journal report that you use all the time to check your editing? If so, you can skip this section and go directly to customizing the toolbar. If not, here are the instructions for creating a variation of my personal "Journal preview with sources" report.


Report Definition Screen
  1. Start with the default "Journal Report" and select Add. Give the new report a descriptive name. Mine is called "Journal_toolbar." When asked if you want to apply the current settings to this report, choose "Yes" if you really want to copy the current report's settings; otherwise, select "No."
  2. Check the box marked "Use the Current Focus Person."
  3. The Screen Preview feature in TMG ver. 8 includes footnotes, endnotes, person images and both a draft view and a print view. If you're using version 8, check this Report Destination. If using an earlier version of TMG, you should save the report to your usual word processor file.

Most of the considerations in creating a journal report have already been discussed in the section "A Basic Journal Report (Descendants)." The screen shots on the left and the list of pointers highlight some of the differences in the two reports.


Report Options: General Tab
  • Because this report is designed to check the narrative for the current focus person only, it's unnecessary to go beyond one generation.
  • Because we plan to call for this report from a toolbar button, the box "Bypass the Report Definition Screen when this report is called from a toolbar button" is checked.
  • Because I like doing things my way, the radio button "Custom format" is checked.

Report Options: Tags
  • It's unnecessary to view a lot of information about the children in this report, so note that abbreviated events are used for all the children, not just for those children carried forward in the report.
  • Select only those tags you would normally use in your formal Journal narrative.

Report Options: Miscellaneous
  • The Miscellaneous tab includes many options. This screen shot shows my choices. Vary them as you choose.
  • Options in tabs not illustrated here include:
    • Sources are sent to endnotes and ibid. is disabled.
    • Memos are sent to footnotes.
    • No exhibits are included in this quick report.

Report Sample


Sample Report

This report was generated with the Tri-Valley TMG Users Group's enhanced sample database. Although the report is designed as a preview only, TMG ver. 8 allows you to print to your printer of choice from the preview screen. Clicking on the sample report image will open a PDF version of this report, so you can view it in more detail.

Do you like your report? If so, it's time to add it to your toolbar.

Adding a Report Button to a Custom Toolbar


Custom Toolbar Manager
  1. Open the Custom Toolbar Manager via View --> Toolbars --> Customize.
  2. Take a look at the long list of "Unused buttons" on the right. Scroll down to the section titled "SPECIAL FUNCTIONS."
  3. Highlight "Run a report of a specific name" and click the box labeled Add.
  4. From the drop-down menu associated with "Report:" at the bottom of the box, select the report we just created, "Journal_toolbar" - or substitute the name of your favorite journal report.
  5. Enter something descriptive in the "ToolTip message:" box. I used Journal preview with sources.
  6. I want an icon, not a text message, for this report. Select the "Picture" radio button next to Button type and click on the box with three dots. This takes you to TMG's Buttons folder. You can also navigate to any other icons on your computer. I selected the book.bmp icon.
  7. Finally, click "Save As..." and give this custom toolbar a name. I called it Extra reports. After all, we're likely to want a few more reports, like a quick-check family group sheet or pedigree chart, added to our custom toolbar.

Properties Screen Shot
  • When you save your custom toolbar, you will probably receive a message asking you if you would like to activate a custom toolbar. If so, say "Yes." If not, activate your new custom toolbar via View --> Toolbars --> and check Custom. Test the your new one-click Journal report. Like it?
  • You may want to create additional custom toolbars for different activities. If you have more than one custom toolbar, select the one you want via View --> Toolbars --> Customize.
  • The image on the left shows the new "reporting" section of our toolbar. Do you see that I have renamed this layout "Reporting Toolbar"? Whenever I want to do a lot of editing checks, I can simply select this layout, and my custom reporting toolbar will appear.
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