Saving, Printing, and Sharing a Chart or Report in Family Tree Maker 2 & 3

This article discusses the following:

• Saving a Chart or Report within Family Tree Maker
• Saving a Chart as an external file
• Saving a Report as an external file
• Printing Charts and Reports
• Sharing a Chart or Report

Saving a Chart or Report within Family Tree Maker

To save a chart or report:

1. After you have modified the chart or report to your liking, click the Save chart/report button in the Chart Options panel located to the right of the Preview window. This opens the Save Chart/Report window.
2. Enter a name for the chart or report in the name field.
3. The title of your Chart or Report will automatically be used as the saved as name in Family Tree Maker. If you would like to change the name, simply type the name you would like it to be saved as in the Chart name field. If you already have a chart or report with the same title, Family Tree Maker automatically adds a numerical character after the name to differentiate this document from the one that exists with the same name. If you would like to keep that default name, click Save.

Note: If you choose to select a name from the list of existing charts/reports previously saved, you will not be able to overwrite an original saved chart or report. Family Tree Maker will open a window informing you that it is unable to save with that name as it has already been taken.

Accessing saved charts and reports

Notes: If you do not see the left panel displayed click on the show/hide panel icon which allows you to open or close the panel.

1. Select Publish from the top and click the Collections tab if it isn't already active.
2. Under the Publication Types on the left, please click Saved Charts or Saved Reports.
3. In the main window double-click the chart or report you would like to open, or select its icon and then on the right hand side in the Saved Chart/Report panel click the Open Chart button.

Saving a Chart as an External File

1. Generate or create the chart you would like to save.
2. In the top-right corner of Family Tree Maker, click the Share button and select one of the following options from the drop-down menu:

• Export to PDF: This option exports the chart as a PDF, split over multiple pages. This is helpful because PDF's keep the formatting you selected. This way, if you print your chart or send it to someone, it will remain exactly as you see it on your monitor. You cannot make changes to the PDF within Family Tree Maker, and Adobe Reader is required to view it. Adobe Reader can be downloaded for free from the Adobe website by clicking here.
• Export to One Page PDF: This option exports the chart as one page and saves it as a PDF file. It is advised to utilize this option if you are having your charts or a poster you created, printed at a copy store.
• Export to Image: This option allows you to save the chart as an image file. When you select this option the Save as window will open. You will have several options for the image types. To choose which image type you would like simply click the Save As type and choose from the drop-down list. Available image types are listed below:
  • BMP: Bitmap
  • JPG: JPEG
  • PNG: Portable Network Graphic
  • TIFF: Tagged Image File Format

• Each format has its own export options you can choose from. Using the Save as window, navigate to the location you would like to save the file to. After selecting a save location, enter a name for the report in the Save as field, select or enter any other options you would like to use, and click Save.

Saving a Report as an External File

1. Generate or create the report you would like to save.
2. In the top-right corner of Family Tree Maker, click the Share button and select one of the following options from the drop-down menu:

• Export to PDF: This option exports the report as a PDF, split over multiple pages. This is helpful because PDF's keep the formatting you selected. This way, if you print your chart or send it to someone, it will remain exactly as you see it on your monitor. You cannot make changes to the PDF within Family Tree Maker, and Adobe Reader is required to view it. Adobe Reader can be downloaded for free from the Adobe website by clicking here.
• Export to CSV: This option organizes information into fields (comma-separated values) and is meant to be imported into spreadsheet programs. Only reports that use column formats can be exported to CSV.
• Export to RTF: RTF files (Rich Text Files) are based on a simple text file, but can include information such as text style, size, and color. They can also be read by nearly all word processor software.
• Export to HTML: Selecting this option exports your report in HTML (Hypertext Markup Language). This format is the standard language for creating and formatting Web page.

• Each format has its own export options you can choose from. Using the Save as window, navigate to the location you would like to save the file to. After selecting a save location, enter a name for the report in the Save as field, select or enter any other options you would like to use, and click Save.

Printing Charts or Reports in Family Tree Maker

1. Access or create the chart or report you would like to print.
2. click the Print button in the top-right corner of Family Tree Maker.
3. This will open the Print window. Just like printing from any other application on your computer, you can choose the printer, select the number of copies to print and choose the page range.

Sharing a Chart or Report in Family Tree Maker

Note: When you choose to share a chart, the only option from the drop-down list is Send as PDF.

1. Access or create the Chart or Report you would like to share via email.
2. In the top-right corner of Family Tree Maker, click the Share button and select one of the following options from the drop-down list: Send as PDF, Send as CSV, Send as RTF, or Send as Image (definitions for these file types are located in the Saving a Report as an External File) section above.
3. Once you have made your selection, the Save as window will open. You can fill out the fields according to your liking, choose the location that you would like to save your chart or report and then enter the file name into the Save as field. Once you have finished, click Save.
4. Your default email program will now open with the chart or report included as an attachment. Send the email according to the email program's directions.