To create a report in ResearchTies, you will first need to find and select the data to include in the report. Begin on the home page by clicking on “Search Your Log,” or click on the Search icon on the blue toolbar (magnifying glass). In this case, we want to create a report for results of our research, so click the “Find” dropdown and select “Results.” In the template that opens, set the variables according to the results you want to see. For example, I can ask to see all the results that I have for a specific person. To do this, I would select the person in the “Individual” dropdown box and click “Search.” If I’m focused on finding Otis Bitner in the censuses and want to see if I have them all, I would select “Otis Bitner” in the “Individual” dropdown, then select “census” for the record type. The list returned would show the census records that have been located for Otis, making it easy to see if any have been missed.
By default, the template is set to return all Results. Each variable added on the template will continue to narrow the list that is returned. It is possible to see all results ever recorded in the log, one very specific entry, or the full range in-between. It just depends on which variables are set during the search.
After clicking on “Search,” a list of relevant entries will be returned. To create a report, it is possible to continue narrowing what will be included in the report by clicking on the checkbox to the left of each Result you want to include. If the list is already exactly what is desired, click on the blue “Select All” button in the upper left corner of the screen. You will see all entries checked. Then, click the blue “Report” button at the top of the screen.
You will be given the choice to create the report in PDF or Excel format. After making the selection, click “Create.” A PDF report will open or the Excel file will download. Click on the downloaded file to open it.
Reports may be generated for many different purposes. Notice that the links in the reports are active hyperlinks. Sending an electronic copy of the report to a family member or client allows them to also click the links and see the documents in your log. All files uploaded to the ResearchTies server will be available, but URL links to websites will depend on the site’s permissions and whether there are subscription requirements. We highly recommend that all documents be downloaded or saved as a screenshot on your hard drive. Then, upload the file to ResearchTies for preservation, as well as the ability to share your research with others. Uploading is done through the “Add File” function when recording the results of your research.