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Checklist Report fu...
 
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[Solved] Checklist Report functionality (Location)

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Posts: 13
Topic starter
(@cowboyinbrla)
Eminent Member
Joined: 4 years ago

Hi Jeff -

So I use the Checklist Report in a variety of ways, one of which is as a pseudo-lifelist for a given area (state, ABA, whatever). I check the box labeled "Check Off  Things Seen" to achieve that.

The problem I'm having is that I can't seem to make it check off ONLY birds seen in the specified area. Instead, it uses the various symbols (this year/this location, etc.) and marks everything I've seen, even if I specify a smaller area in the drop-down box labeled "For Which Location". I'd assume that's the setting that needs to be changed, but changing it doesn't seem to change anything about the distribution of dots/boxes/diamonds. Even if I change that drop-down to a place I've never set foot in, much less birded, the same # of species are recorded as "seen".

In other words - the checklist correctly shows me all the species for a state, but there doesn't seem to be a way to check off ONLY the species SEEN IN that state.

Is that a glitch, or something that's just not possible the way the software works (in which case, I'm not sure what the "For Which Location" box does (except maybe for "highlight what would be lifers"?). If the latter's the case, could it also be used to limit the species checked off as seen?

Kevin

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9 Replies
(@cowboyinbrla)
Joined: 4 years ago

Eminent Member
Posts: 13

These are the settings I'm using. But even with the "For which location" set to ABA Central America, for instance, the same 420 species on the Louisiana list show as seen, even though many of them I've never seen in this state. (The actual Lifelist reports correctly use the location data to show what I've seen in a specified area, so I know the underlying data is right.)

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Posts: 13
Topic starter
(@cowboyinbrla)
Eminent Member
Joined: 4 years ago
Checklist settings
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Jeff
Posts: 976
 Jeff
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(@jeff)
Creator & Technical Support
Joined: 4 years ago

Hi Kevin,

Thanks for posting and thanks for the screenshot. Nice to hear from you. Long time.

Well, I created the same report for Louisiana, with your settings and I get what I expect; and I think what you are expecting. With one difference, you should be specifying LOUISIANA in the For Which Location dropdown. That is what you are asking for. 

Let's take a look at my report.

As you can see here, I specify Louisiana in both locations. I want it to mark species based on Sightings for them in LA.

image

Now here is the report.

  • I have only seen 2 species in LA in the first column of my report: Wood Duck and Mallard.
  • I have not seen any this year at this location.
  • All the rest that have been seen elsewhere are marked with the black circle, indicating seen outside this location.
  • Those I have not seen, have an empty checkbox.
image

This is all correct and what I would expect; and what I think you are wanting.

So, please try with LA in both location dropdowns (as I have done) and show me part of your report where you think something is in error. And let's go from there.

Thanks

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Posts: 13
Topic starter
(@cowboyinbrla)
Eminent Member
Joined: 4 years ago

I may have different options selected, because when I choose "Louisiana" in both the "Location" field and in the "For Which Location" field, and have only the "Check Off things seen" box checked, the report says I have 420 sightings for Louisiana, even though my Lifelist Report correctly shows 335. (On the Checklist report, for instance, it shows "Brant" checked off as "Outside this location" with a round dot - I've only seen it in California. Ditto for some 85 species in total only seen in other states.)

These are the settings I'm using, and screen shots of the upper-right-hand corner summaries from the Checklist report (bad number) and Lifelist report (good number) - if there's something else I should be checking on the settings, I'll be happy to, but I get the same 420 number no matter what location I choose in the "For Which Location" field.

Checklist settings
LA Species Seen   Checklist
LA Species Seen   Lifelist

 

 

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Jeff
 Jeff
Admin
(@jeff)
Joined: 4 years ago

Creator & Technical Support
Posts: 976

@cowboyinbrla 

Hi Kevin,

You did not share your Life List report settings. I assume that this was for Location Louisiana also. Thanks for the other screenshots.

Then the numbers make sense.

  • You have seen 335 species in LA; confirmed by your Life List report for LA.
  • The Checklist report shows 490 species attached to Louisiana/LA.
  • Of those 490, you have seen 420 of them. 335 in LA and 85 outside of LA. 335 + 85 = 420.

The SEEN count on the Checklist report is total species on this checklist seen, both inside and outside of LA. This may be the confusion.

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Posts: 13
Topic starter
(@cowboyinbrla)
Eminent Member
Joined: 4 years ago

OK - looking at your report - I think we're getting the same thing, but not what I'm expecting (which may mean my expectations are skewed).

I assumed that if I say "For which location" = Louisiana, only things I have seen in Louisiana will be checked - not things I've only seen elsewhere. 

In other words - if the "location" and "for which location" boxes are the same, then nothing seen outside that location should be checked at all (the way I was thinking), and the total # should be just for stuff seen in that location. 

If I'd specified "ABA Area" (or something similar) in the "For which location", then these are the results I'd expect - checking it off if I've seen it in that entire area, but using the different symbols, and getting the 420 number.

But I'm guessing it's just expecting something that's not the way it works.

(It just seems counterintuitive that the only thing that changes when you select a different "for which location" is the shape of the tiny dots next to the species name, and not whether they're checked at all.)

 

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Jeff
Posts: 976
 Jeff
Admin
(@jeff)
Creator & Technical Support
Joined: 4 years ago

Posted by: @cowboyinbrla

In other words - if the "location" and "for which location" boxes are the same, then nothing seen outside that location should be checked at all (the way I was thinking), and the total # should be just for stuff seen in that location. 

I see. This is a bit confusing. Not intuitive. It has to do with the way this report evolved. The Check off Things used to ONLY do what you expected. But then, others asked for more detail. Show which things are ONLY seen in the specified location, but tell me if I have seen the any of the other things - not seen at this location - outside the location. Thereby defining would this be a World Lifer or just a Location Lifer for me? There is another symbol for year-birders. Have I seen it this year at this location yet?

So this report, with this feature checked, gives you a lot of information.

Posted by: @cowboyinbrla

(It just seems counterintuitive that the only thing that changes when you select a different "for which location" is the shape of the tiny dots next to the species name, and not whether they're checked at all.)

Exactly correct. If you changed to the ABA Area, then you would want to know if you have seen them this year in the ABA area or not; and so on.

Let me know if this doesn't clear it up. It sounds as if we have a good understanding of it now. I do use this quite a bit for just this purpose. Trying to see if I need to chase any year birds come November/December each year.

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Posts: 13
Topic starter
(@cowboyinbrla)
Eminent Member
Joined: 4 years ago

It's clear - it's not what I *want* from the report, but I can see where having the extra information is useful in some situations (unlike mine). If it were possible to have a binary/checkbox for the location - ie "ONLY" this location, where if checked, it would do what you say it used to do - that would be great. But if nobody else is asking for it, it's not a huge deal.

I think part of the issue for me is that as I get older, seeing the difference in shapes that replace the checkbox is harder at the size where I can still get a lot of birds on the page. I may just have to up the font size and print over more pages.

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Jeff
Posts: 976
 Jeff
Admin
(@jeff)
Creator & Technical Support
Joined: 4 years ago

Hi Kevin,

Now I am confused. Easily done. 😉 

You want a checklist of Louisiana, and you want the birds you have seen in Louisiana - only the birds seen IN Louisiana (it doesn't count if it was seen in Alabama) - checked off or highlighted. Is that correct?

I am sure we can figure something out here once I am sure I understand 100% what you are after.

Thanks for bearing with me.

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