"Bubba Browne" Tips |
Sample Reports |
The Great Census Debate |
Custom Tags and Flags |
The Memo |
Quick Tips |
Citations Check Shortcut: Use the Custom Toolbar!
Kristina asked for a shortcut method of checking her citations. After all, we don't want to
spend hours entering data and source citations only to discover that there's something very wrong with our template.
One quick way to run a periodic "citation check" requires a little advance setup. Shortcuts to each
section in this article are listed below.
Individual Narrative Preview with Sources | |
Endnotes | |
Journal Report | |
My Custom Reporting Toolbar
Setting the "Individual Narrative Preview with Sources" Reporting Button
- Make sure the "Reporting" buttons on your Toolbar menu are checked. Select View --> Toolbars and
- The button we're going to use to check our citations is the "Individual Narrative Preview with Sources",
the second button from the left.
Next, we want to set up our report options for this reporting button.
Report Definition Screen
Options: Sources Tab
Options: General Tab
- Go to the Report menu and select "Individual Narrative".
- Then, in the drop-down menu select "Individual Narrative preview with sources."
- Check "Use the Current Focus Person" and click "Print Preview".
- In your Options selections, make sure your Sources Tab has "Endnotes",
"Include name sources", "Include relationship sources", and "Disable 'ibid.'" checked.
- Select "All" on the Tags Tab.
- Check "Bypass the Report Definition Screen when the report is called from a toolbar button" on the General Tab.
- Then Create Report.
Now, when you click the "Individual Narrative preview with sources" Reporting button, TMG will run
a narrative report and create source citations. You won't be able to see those citations, though.
You need to run one more report.
Customizing an "Endnotes" Report Toolbar Button
To view our citations, we need to run an "Endnotes" report. Of course, we can go to the Reporting menu and
run the report, but it would be fun to run the report with the click of a button, wouldn't it? We're going to
create a custom toolbar with only one button: the "Endnotes" report and save it as something called "Citation Check" (or equivalent).
Custom Toolbar Manager
- Select View --> Toolbars --> Customize (at the bottom of the menu). This opens the
"Custom Toolbar Manager" window.
- Look at the "Unused buttons" menu on the right and scroll down until you find "Endnotes". Highlight this and click Add.
- You could save this now, but we're going to select a picture for our button. Click the "Picture" radio button and click the
rectangular box with three dots in it.
- Double-click the file called "accent.bmp". Doesn't this make a good picture for our "Citation Check" report?
- In the box next to "ToolTip message:" type the word Endnotes.
- Now click Save As... near the top of the window and call your toolbar Source Preview. Your screen should now
look like the example on the left.
Next, we want to activate this new custom toolbar and place it where it will be convenient whenever
we decide to check our citations.
- Select View --> Toolbars --> and check the "Custom" option (the eighth entry from the
top). This activates your last used custom toolbar. If you have multiple custom toolbars, you may need to
select "Customize" first and choose the desired toolbar. You shouldn't have that problem.
- A very small floating toolbar with a big red check mark on it should appear near your regular
- Drag the floating toolbar to the end of your regular toolbar and release the mouse button. The
big red check now fits perfectly in your toolbar. My toolbar is seen on the left.
- You've created a new layout, and that layout can be saved. Click the Save icon and call your layout "Source Check."
Whenever you want to check your source citations, you can recall this layout.
- Now, when you want to check your citations, go to the person in question.
- Click the "Individual narrative with sources preview" button to run that report. You may see a message
saying, "There are already # endnotes in the cumulative list. Would you like to DELETE them...?" Click Yes.
- Next, click the "Endnotes" button on your custom toolbar to run that report. This will show you your citations with
- If you want a quick check of the Bibliography output, click the "List of sources preview" button on the Reporting toolbar.
Voila! You can now cite like the experts.
My Custom Reporting Toolbar
TMG's standard reporting toolbar contains several reports I never use and is missing several that I use frequently,
so I created my own custom standard reporting toolbar.
My Reporting Toolbar
- My Custom "Reporting" Toolbar is shown on the left. It includes these reports: "Individual Narrative preview with
sources", "List of Sources preview" (Bibliography), "Endnotes", "Family Group Sheet", and "Journal to Word". The
first three are described above. It's not hard to add the first two to your Endnotes toolbar. Since a Journal report
is another way to check citations, here's how to add it to your custom toolbar.
Custom Toolbar Manager
Choose Your Report
Report Options: General Tab
Report Options: Tags Tab
Report Options: Sources Tab
- Open the Custom Toolbar Manager: View --> Toolbars --> Customize....
- Near the bottom of the "Unused buttons:" menu is a section called "Special Functions". The fourth option
there is called "Run a report of a specific name". Highlight this option and click Add.
- Now, you may choose any report configuration that you have already saved in TMG. At the bottom
of the Custom Toolbar Manager screen is a drop-down box labeled "Report:" Click on the drop-down
arrow and select the desired report.
- In the "ToolTip message:" box, enter your report name.
- I like pictures on my toolbars. For my Journal report, I selected the icon called "inkwell.bmp".
- When you're satisfied with your toolbar, click Okay to save it under the current name, or click
Save as to rename the toolbar.
- My Journal report is configured to create a Word document that would duplicate a NGS Quarterly article.
- The report saves to a Word file called "journal_preview.doc".
- It is set to two generations. Tags include only Birth, Marriage, Death, Burial, Divorce, and my
- Sources are sent to Footnotes.
- Don't forget to check "Bypass the Report Definition Screen when this report is called from a toolbar button"!