Inflexibility of Sources AND Citations in Reports

I am frustrated by the inflexibility of citing sources and citations on various reports. Maybe I am just missing something in which case some direction would be appreciated. There are several reports that I cannot get citations to print. For example Descendant List, Family Group Sheet.

Again, if I missing how to do this please let me know. Otherwise I would very much like to see this increased flexibility incorporated in Reports.

P.S. I see this has come up at least a couple of times in the past.

1 Like

What version of RM are you using?

I don’t think Descendant List has a choice to print end/foot notes, however the FGS does. In RM10, this has never worked correctly for me. The footnotes over print the grid and are unreadable to some extent. But it can be done in RM10 if that is the version you are using. Not at the computer right now else I would do some screenshots. On the Family Group Sheet, there is a Reference Section at the bottom of the Setting panel (you may need to scroll down to see it). The last option in the section is ‘Sources’.

If you click the > symbol, it will pop in another panel and let you choose footnotes or endnotes as well as a few other options. Generate the report and you should see the citations in whichever place you chose them to be.

I am using RM10.0.2.0

In FGS the citations do not print. The sources do. And my point over all is that I would like citations to print and have the option to print on any that includes data on persons in a report.

1 Like

I’m seeing full citations on the FGS. What settings are you using?

1 Like

Here are the Source settings in FGS report:

And here is a sample of my end notes. The sources print but not the citations (the individual’s record)
Screenshot 2024-10-07 at 12.34.45

And finally the FGS Report Settings

Ok, so how about you go to #31 and show us what the Edit Citation screen shows.

1 Like

Yes, we need to see the citation. Make sure you are not using the citation name to record information, it’s not part of the footnote.

1 Like

@jswyukon — my settings are EXACTLY the same as yours and my citations/sources look like this:
image

1 Like

Here is is: Edit Citation window for #31 Death Record: Northern Ireland

Interesting… so where in fact does one put the individual fact’s citation details. It seems odd that Citation Name is the first field you are driven to when addiing a Citation. So, in anticipation of my next question, I assume there is no way to move text from Citation Name field to where ever it is supposed to go except a manual move for each individual citation… hundreds.

Well, the Family Group Sheet settings for Source Citations has checkboxes for Actual Text and Comments to Print Research Notes and/or Comments:


The Citation Name aids discernability between multiple cites from the same Source… thus the Reuse, Ibid. and Combine options.

Yes, and when I set FGS settings to exactly like your screen shot… only the Source text prints in the End Notes, not the Citation text.

They’re empty:

Research Note Right-hand column. Halfway down the page.
Detail Comment Wilson, John. 1894. Tyrone, Dungannon. Entry No 112.

You are using a free form template which means you are responsible for writing the footnote and short footnote. Your FGS is printing precisely what you told it to print. It looks like you have the citation info in the citation name so you have to translate that into your footnote as the citation name isn’t used.

You seem to have committed a lot of data to your database without having thoroughly explored the program’s inputs and outputs. That’s a common enough mistake. Even reading the Help system does not explicitly answer your question although an experienced user would recognise the implication in the general explanations of how things work. I don’t know if the book would provide a clearer answer.

Specifically for the Free Form Source, a footnote or endnote is the concatenation of the Master Source Footnote value, comma + space, and the Citation Page field value. Ignore that it’s named Page - you can put the value that you have for Citation Name in there and that may satisfy your need.

That you have hundreds of such citations to fix means much manual editing or resorting to outboard tools to expedite the process.

Hi Tom, It is exactly the inexperienced user, completely new to genealogy software, who would need Getting Started and Help files that are explicit about the specifics of fundamental data entry steps that have potentially significant downstream consequences. I am sure it would be relatively easy for the editors of the RM Help file to identify the few significant RM-specific actions with potentially serious consequences.

Over the last 3 decades I have used TMG, Family Tree Maker, MacFamilyTree, Reunion, and Roots Magic since v.6. I consider myself an experienced user of genealogy software and do read the help files, but I have not come across this issue before.

So, looks like I have some remedial work to do. I may look in to exporting GEDCOMs to another program and do my reporting from there, as a workaround if possible.

Thank you for that clarification. Just to be sure that I have this process exactly correct for free form templates, can you please provide me a detailed and explicit citation data entry process for the free form source template. I want to ensure that the citations are included in footnotes and endnotes. Perhaps you are able to send a Personal Message on this platform?

The algorithm to output a footnote in a report for a Free Form Source is unchanged in the 3 decades that RootsMagic software and its predecessors have existed:
Footnote & ", " & Page

The user interface has changed over RM versions but those field names and labels have not. Had you entered data accordingly in RM6 and upgraded to RM10, they would reside in the same fields but you would have noticed a new field in Edit Citation: Citation Name. It exists to support a feature not present in earlier versions: reusable citations. Each unique citation of a master source needs a unique label or name that can identify it sufficiently for a user to pick it from the list of already created citations in order to use it again.

It seems to me that your data was not imported into RM because the Page fields would have been populated. Rather, you must have embarked on data entry directly into RM10 (or no earlier than the version that introduced reusable citations) and fell into the trap you are now in by neglecting the Page field.

Unfortunately, GEDCOM does not include Citation Name so export is not going to help.

Thank you everyone for your clarifications and input

It is possible to copy the Citation Name into Page in bulk using SQLite and a custom SQL query with or without the assistance of a higher level language.