{"id":12371,"date":"2024-09-03T14:00:47","date_gmt":"2024-09-03T12:00:47","guid":{"rendered":"https:\/\/help.heredis.com\/?p=12371"},"modified":"2025-09-01T10:24:13","modified_gmt":"2025-09-01T08:24:13","slug":"custom-reports","status":"publish","type":"post","link":"https:\/\/help.heredis.com\/en\/custom-reports\/","title":{"rendered":"Custom Reports"},"content":{"rendered":"<p>This feature offers various reports models that can be fully customized according to your needs.<\/p>\n<p>Click on the menu <strong>(Windows)<\/strong> <strong>Reports<\/strong> <strong>&gt; Custom Reports; (Mac) Documents &gt; Custom Reports<\/strong> and select the type of report you are interested in among the default models included in the application: Ancestors, Descendants, Persons, Events, Places, Sources. You can also use the <img decoding=\"async\" class=\"alignnone wp-image-3720\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/07\/listes-params.png\" alt=\"\" width=\"25\" height=\"25\" \/>shortcut in the toolbar.<\/p>\n<p>The selected report opens up in a new Heredis window, which allows you to consult the data in your file while continuing to work on your genealogy.<\/p>\n<p><strong>Note:<\/strong> you can also open several custom reports at the same time if you wish to.<\/p>\n<p><em>Ancestors Custom Report<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4503\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_ancestors_pc_EN.png\" alt=\"\" width=\"1478\" height=\"1040\" \/><\/p>\n<p>The data thus displayed depends on the type of default report selected:<\/p>\n<ul>\n<li><strong>Persons Reports<\/strong> allow you to display all the persons in your genealogy<\/li>\n<li><strong>Ancestors Reports<\/strong> display the primary person and his\/her ancestors, grouped by generation<\/li>\n<li><strong>Descendants Reports<\/strong> display the primary person and his\/her descendants, grouped by generation<\/li>\n<li><strong>Events Reports<\/strong> allow you to display all the events saved in your genealogy<\/li>\n<li><strong>Facts Reports<\/strong>, from Heredis 2025, allow you to display all facts saved in your genealogy<\/li>\n<li><strong>Places Reports<\/strong> display all the places saved in your genealogy<\/li>\n<li><strong>Sources Reports<\/strong> allow you to view each and every source in your genealogy.<\/li>\n<\/ul>\n<p>Each report includes the following elements:<\/p>\n<ul>\n<li>a toolbar<\/li>\n<li>a data table<\/li>\n<li>a status bar<\/li>\n<\/ul>\n<p>In each report, you can click on a person\u2019s name and navigate onto this person in Heredis.<\/p>\n<h3>The Toolbar<\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4504\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_toolbar_EN.png\" alt=\"\" width=\"522\" height=\"58\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-1858\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/01\/Ajouter.png\" alt=\"\" width=\"32\" height=\"32\" \/><strong>Add Button<\/strong><\/p>\n<p>Select the information you want to add to your report by clicking on the different sections available (Personal Data, Media, &#8230;)<br \/>\nYou can select one or more fields among those suggested. If you click the <strong>OK<\/strong> button, additional columns are automatically added to your report to let you view the data you deem relevant and important.<\/p>\n<p><strong>Note:<\/strong> You can also group multiple fields into a single column. Select the desired fields and check the \u201c<strong>Group in a single column<\/strong>\u201d box. Validate your selection and do the same thing again for each column in which you want to group several fields. For instance, \u201cBirth Date\u201d and \u201cPlace of Birth\u201d.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4505\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_add_EN.png\" alt=\"\" width=\"1165\" height=\"390\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-269\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/11\/personaliser.png\" alt=\"\" width=\"25\" height=\"25\" \/>\u00a0<strong>Options Button<\/strong><\/p>\n<p>Based on the type of report, you are given several options, grouping, and filters to refine the displayed report.<\/p>\n<p><em>\u2013 Persons Report:<\/em><br \/>\nThis report is built based on all the persons saved in your genealogy. If you wish to display or hide marked, secondary, confidential, contemporary persons or private data, check or uncheck the corresponding boxes.<br \/>\nHeredis is defaulted not to apply any grouping of persons in this report but you can set up your own display of data: classify by Name or Birth.<br \/>\nYou can also choose to display Males or Women Only, and to list Direct-line Ancestors only.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4508\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_optionperson1_EN.png\" alt=\"\" width=\"1314\" height=\"243\" \/><\/p>\n<p><em>\u2013 Ancestors Report:<\/em><br \/>\nThis report is built based on the primary person displayed on the navigation screen.<br \/>\nIf you wish to display or hide marked, secondary, confidential, contemporary persons or private data, check or uncheck the corresponding boxes.<br \/>\nHeredis is defaulted to supply a complete list of your ancestors over 10 generations in this report but you can modify these options to display a report by Male Ancestors (agnatic) or Female Ancestors (cognatic). You can also increase or decrease the Number of Generations to be displayed.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4506\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_option_EN.png\" alt=\"\" width=\"1316\" height=\"251\" \/><\/p>\n<p><em>\u2013 Descendants Report:<\/em><br \/>\nThis report is built based on the primary person displayed on the navigation screen.<br \/>\nIf you wish to display or hide marked, secondary, confidential, contemporary persons or private data, check or uncheck the corresponding boxes.<br \/>\nHeredis is defaulted to supply a complete list of your descendants over 10 generations in this report but you can modify these options to display a report showing Name Holders Only. You can also increase or decrease the Number of Generations to be displayed and choose the type of Numbering Method to display in your custom report (d\u2019Aboville or Lettered).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4507\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_optionperson_EN.png\" alt=\"\" width=\"1313\" height=\"248\" \/><\/p>\n<p><em>\u2013 Events Report:<\/em><br \/>\nThis report is built based on all the events saved in your genealogy.<br \/>\nIf you wish to display or hide marked, secondary, confidential, contemporary persons or private data, check or uncheck the corresponding boxes.<br \/>\nHeredis is defaulted not to apply any grouping of events in this report but you can create your own way of displaying data: classify by Dates, Persons, Type of events, or Places.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4509\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_optionevent_EN.png\" alt=\"\" width=\"1312\" height=\"441\" \/><\/p>\n<p><em>\u2013 Facts reports (from Heredis 2025):<\/em><br \/>\nThis list takes into account all existing facts in the file or, if you&#8217;re using smart search, smart search results.<\/p>\n<p><em><img decoding=\"async\" class=\"alignnone wp-image-53222\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2022\/09\/liste_parametrable_rp_pc-en.jpg\" alt=\"\" width=\"1318\" height=\"345\" \/><\/em><\/p>\n<p><em>\u2013 Places Report:<\/em><br \/>\nThis report is built based on all the places saved in your genealogy.<br \/>\nYou can choose to limit to a city, a state&#8230;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-18173\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_place_options_en.png\" alt=\"\" width=\"1713\" height=\"302\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_place_options_en.png 1713w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_place_options_en-300x53.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_place_options_en-1024x181.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_place_options_en-768x135.png 768w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_place_options_en-1536x271.png 1536w\" sizes=\"(max-width: 1713px) 100vw, 1713px\" \/><\/p>\n<p><em>\u2013 Sources Report:<\/em><br \/>\nThis report is built based on all the sources saved in your genealogy.<br \/>\nYou can change options to display private sources only, used only&#8230;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-18176\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_source_options_en.png\" alt=\"\" width=\"1710\" height=\"260\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_source_options_en.png 1710w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_source_options_en-300x46.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_source_options_en-1024x156.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_source_options_en-768x117.png 768w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/custom_list_source_options_en-1536x234.png 1536w\" sizes=\"(max-width: 1710px) 100vw, 1710px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1924\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/01\/palette.png\" alt=\"\" width=\"25\" height=\"25\" \/><strong>Design Button<\/strong><\/p>\n<p>You are given layout options for the following:<\/p>\n<ul>\n<li>Surnames, Given Names, Dates<\/li>\n<li>Font size displayed in the report<\/li>\n<li>Colors for males, females, direct-line ancestors, and implexes \u2013 since Heredis 2020. Since Heredis 2022, colors are exported to .xlsx and .csv formats.<\/li>\n<li>Major events<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4510\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_design_EN.png\" alt=\"\" width=\"1311\" height=\"286\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong><img decoding=\"async\" class=\"alignnone wp-image-1884\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/01\/enregistrer.png\" alt=\"\" width=\"25\" height=\"25\" \/>Save Button<\/strong><\/p>\n<p>Click the <strong>Save<\/strong> button and name your report so it is saved with your custom options and preferences.<\/p>\n<p>Find it again later in the menu <strong>(Windows)<\/strong> <strong>Reports<\/strong> <strong>&gt; Custom Reports; (Mac) Documents &gt; Custom Reports<\/strong>, right underneath the default model supplied by Heredis.<\/p>\n<p>You can manage your custom reports models. Please refer to the <a href=\"https:\/\/help.heredis.com\/en\/custom-reports\/#manage\">paragraph below<\/a> for more details.<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1952\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/01\/supprimer.png\" alt=\"\" width=\"25\" height=\"25\" \/><strong>Delete Button<\/strong><\/p>\n<p>From the menu: <strong>(Windows)<\/strong> <strong>Reports<\/strong> <strong>&gt; Custom Reports; (Mac) Documents &gt; Custom Reports<\/strong>, open the model you do not wish to keep, click the <strong>Delete<\/strong> button, and confirm you want to delete the model. You can also delete from the model management tool. Please refer to the <a href=\"https:\/\/help.heredis.com\/en\/custom-reports\/#manage\">paragraph below<\/a> for more details.<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1441\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2017\/12\/125-rafraichir.png\" alt=\"\" width=\"25\" height=\"25\" \/><strong>Refresh Button<\/strong><\/p>\n<p>Custom reports open in an independent Heredis window so you can continue working on your file while leaving a custom report open. If you make modifications or additions to your genealogy, all you need to do is click the Refresh button to update the content of the report displayed.<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-3726\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/07\/Export-CSV.png\" alt=\"\" width=\"25\" height=\"25\" \/><strong>CSV \/ <\/strong><img decoding=\"async\" class=\"alignnone wp-image-3727\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/07\/Export-XLS.png\" alt=\"\" width=\"25\" height=\"25\" \/><strong>XLSX Buttons<\/strong><\/p>\n<p>You can export the data from your report to a <strong>CSV<\/strong> or <strong>Excel<\/strong> format so you can use them later outside of the Heredis environment. The file will become independent from Heredis and you will be able to work on the data from your usual spreadsheet software.<\/p>\n<p><strong>Note<\/strong>: Heredis is optimized for Microsoft Office (paid) or LibreOffice (free) word processing available for download. Heredis is compatible with Microsoft Office for Windows as from Office 2016 and for Mac as from Office 2019. As for LibreOffice, it is important that you have the latest version installed and not an older one.<\/p>\n<h3><\/h3>\n<h3>Data Table<\/h3>\n<p>The various reports provide data presented in a multiple-column table ; content varies according to the type of model you choose.<br \/>\nYou can sort data by clicking on a column header. An arrow displayed next to the header title indicates the type of sorting that has been applied: ascending, descending, or no sorting if no arrow is displayed.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4511\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_date_pc_EN.png\" alt=\"\" width=\"225\" height=\"25\" \/><\/p>\n<p><strong>Note:<\/strong> some columns cannot be sorted; this is the case, for instance, of columns in which several types of data have been aggregated. A message in red will inform you that the column cannot be sorted.<\/p>\n<p>You can also<\/p>\n<ul>\n<li>Reorganize the way data is displayed by moving columns, for example: click the header of a column and hold the click down while moving the column to the desired location, then release the mouse click.<\/li>\n<li>Delete a column: click on the 3 dots displayed on the column header and select the <strong>Delete<\/strong> option.<\/li>\n<li>Modify the content of a column: click on the 3 dots displayed on the column header and select the <strong>Edit<\/strong> option. An Edit Column window opens up, it allows you to:<br \/>\n\u2013 modify the column title<br \/>\n\u2013 add\/modify\/delete fields in this column<br \/>\n\u2013 add and customize column data separators to display between 2 column fields<\/li>\n<\/ul>\n<p><em>Edit or Delete a Column<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4512\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_edit_EN.png\" alt=\"\" width=\"292\" height=\"87\" \/><\/p>\n<p><em>Organize data<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-18181\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/organize_custom_list_en.png\" alt=\"\" width=\"1236\" height=\"215\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/organize_custom_list_en.png 1236w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/organize_custom_list_en-300x52.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/organize_custom_list_en-1024x178.png 1024w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/09\/organize_custom_list_en-768x134.png 768w\" sizes=\"(max-width: 1236px) 100vw, 1236px\" \/><\/p>\n<h3><\/h3>\n<h3>Status Bar<\/h3>\n<p>In the status bar, Heredis shows the total number of pages for the report being displayed, as well as the range in which the current page is located (the indicator is displayed in the bottom right). Easily navigate through the different pages of a report by clicking on the <strong>First<\/strong> \/<strong> Last Page<\/strong>, <strong>Previous Page<\/strong> \/ <strong>Next Page<\/strong> arrows. You can also move directly to a given page by entering its number.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-4513\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2018\/11\/custum_report_page_EN.png\" alt=\"\" width=\"251\" height=\"21\" \/><\/p>\n<h3><\/h3>\n<h3>Custom Reports and Smart Search<\/h3>\n<p>Custom reports are also accessible directly from <strong>Smart Search<\/strong>.<\/p>\n<ul>\n<li>From the <strong>Search<\/strong> tab <strong>&gt; Smart Search<\/strong>, launch a search.<\/li>\n<li>In the <strong>Results<\/strong> area, select the <strong>Persons<\/strong> or <strong>Events<\/strong> tab you are interested in.<\/li>\n<li>In the <strong>Processing<\/strong> area, click the <strong>Edit<\/strong> button <strong>&gt; (Mac) Custom Report \/ (Windows) Customizable Reports<\/strong>\u00a0and select the report model you want to use to display the results from your search.<\/li>\n<\/ul>\n<p><em>Smart Search and Custom Report<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13654\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/mac_smart_searchedit.png\" alt=\"\" width=\"1276\" height=\"694\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/mac_smart_searchedit.png 1276w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/mac_smart_searchedit-300x163.png 300w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/mac_smart_searchedit-768x418.png 768w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/mac_smart_searchedit-1024x557.png 1024w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/p>\n<h3><\/h3>\n<h3 id=\"manage\">Manage your models<\/h3>\n<p>You can manage your custom reports models.<\/p>\n<p><strong>(Windows)<\/strong> Click on the <b>Reports <\/b>menu <strong>&gt; Custom Reports &gt; Manage my models\u2026<\/strong> to open the model manager.<\/p>\n<p><strong>(Mac)<\/strong> Click on the <b>Documents <\/b>menu <strong>&gt; Custom Reports &gt; Manage my models\u2026<\/strong> to open the model manager.<\/p>\n<p><em>(Windows) Manage custom reports models<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13658\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/custom_list_manage_pc.png\" alt=\"\" width=\"451\" height=\"354\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/custom_list_manage_pc.png 451w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/custom_list_manage_pc-300x235.png 300w\" sizes=\"(max-width: 451px) 100vw, 451px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><em>(Mac) Manage custom reports models<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13662\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/manage_customlist_mac.png\" alt=\"\" width=\"385\" height=\"383\" srcset=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/manage_customlist_mac.png 385w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/manage_customlist_mac-150x150.png 150w, https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/12\/manage_customlist_mac-300x298.png 300w\" sizes=\"(max-width: 385px) 100vw, 385px\" \/><\/p>\n<p>Select the report model you wish to modify and click the <img decoding=\"async\" class=\"alignnone size-full wp-image-11944\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/08\/Edit.png\" alt=\"\" width=\"16\" height=\"16\" \/> button to rename this report model or the <img decoding=\"async\" class=\"alignnone size-full wp-image-11953\" src=\"https:\/\/help.heredis.com\/wp-content\/uploads\/2019\/08\/16-moins-1.jpg\" alt=\"\" width=\"16\" height=\"16\" \/> button to delete the model.<\/p>\n<p>You can print a Research journal with Custom report. See <a href=\"https:\/\/help.heredis.com\/en\/research-journal\/\" target=\"_blank\" rel=\"noopener noreferrer\">Research Journal<\/a> for all details.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Starting with Heredis 2019, this feature offers various reports models that can be fully customized according to your needs.<\/p>\n<p>Click [&#8230;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[111],"class_list":["post-12371","post","type-post","status-publish","format-standard","hentry","category-use-heredis","tag-the-differents-documents"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Custom Reports - Heredis Help Knowledgebase<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.heredis.com\/en\/custom-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Custom Reports - Heredis Help Knowledgebase\" \/>\n<meta property=\"og:description\" content=\"Starting with Heredis 2019, this feature offers various reports models that can be fully customized according to your needs.  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