Saved Reports and Charts.

In FTM we can create, edit and refine charts and reports and then save them for later use (right most icon of the Options tool bar). They show up on the Publish > Collection Tab in the left panel under "Saved Publications". Those charts and reports can be reused and will update when opened so they reflect new data that may have been added to the tree.

So how do you get a Chart or Report outside of FTM so you can send it to a print shop or share with others? We must use the Print or Share Icons (upper right, just under the FamilySearch and Ancestry icons). Print allows selection of your various printers and Share allows selection of various output formats. There is also a Save Settings Icon (3rd from the right). This will save the settings of the current chart or report, making it the Preferred template The settings will then be available the next time you open that particular chart or report. If you've messed around with a chart or report format and would like to get back to the original, never fear, we have options. The "Use Saved Settings" (2nd Icon from the right) brings up three choices; Reset to Defaults, Preferred and Custom templates. Clicking on the Help button explains the differences. Reset to Default reloads the FTM standard settings.

BTW, did you know that FTM installed a group of custom designs for each Chart you can select from? They're the Custom Templates and have a .ftmt extension.