Custom Reports

Discussions about the Leader and Clerk Resources on lds.org.
shaunralston
New Member
Posts: 1
Joined: Mon Dec 05, 2016 2:29 pm

Re: Custom Reports

Postby shaunralston » Sun Jun 30, 2019 10:30 am

Brethren - I'm seeking custom reports, as a Ward Clerk, in LCR. Does anybody know when this will be enabled? shaun.ralston@gmail.com

Help!!!! Thank you.

zaneclark
Senior Member
Posts: 1126
Joined: Thu Jan 24, 2008 4:34 pm
Location: Las Vegas, NV
Contact:

Re: Custom Reports

Postby zaneclark » Sun Jun 30, 2019 12:29 pm

It is now available to Clerks, but not assistant clerks. In the Access Table, it is listed as Create Reports, so I'm assuming it will be under that same name in the Reports.

User avatar
Biggles
Senior Member
Posts: 1213
Joined: Tue May 27, 2008 4:14 am
Location: Watford, England

Re: Custom Reports

Postby Biggles » Sun Jun 30, 2019 12:38 pm

LCR > Reports > Create a Report

drepouille
Senior Member
Posts: 2150
Joined: Sun Jul 01, 2007 5:06 pm
Location: Plattsmouth, NE
Contact:

Set Apart filter in Custom Reports

Postby drepouille » Sun Aug 18, 2019 6:45 pm

A bishopric counselor asked me to create a custom report that shows him everyone that is NOT set apart for their calling. However, that filter does not exist.
Dana Repouille, Plattsmouth, Nebraska

davesudweeks
Senior Member
Posts: 1534
Joined: Sun May 09, 2010 8:16 pm
Location: Oklahoma, USA

Re: Set Apart filter in Custom Reports

Postby davesudweeks » Sun Aug 18, 2019 7:25 pm

drepouille wrote:A bishopric counselor asked me to create a custom report that shows him everyone that is NOT set apart for their calling. However, that filter does not exist.

Possibly because that information is easily view-able without a custom report.
1. Member Tools: Reports| Members with Callings - everyone who has not been set apart will show red text that reads "Not set apart." On Android, if you scroll the titles at the top to the right, you can filter the members with callings list to show ONLY those who are not set apart.
2. LCR: Reports | Members with callings - there is a set apart check mark on the far right side of the list. You can click the "Set Apart" heading to sort and click it again to reverse-sort the list to put whichever group you want at the top.

Not quite as elegant as a custom report, but functional.

jdlessley
Community Moderators
Posts: 7365
Joined: Sun Mar 16, 2008 11:30 pm
Location: USA, TX

Re: Custom Reports

Postby jdlessley » Sun Aug 18, 2019 7:28 pm

You can use the Members with Callings report in the Organizations tab and then sort by the Set Apart column. The first click of the column header will sort by 'not set apart' first. Then you can select the names that have not been set apart to print the report.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center?

kkahara
New Member
Posts: 1
Joined: Wed Dec 04, 2019 12:20 pm

Re: Custom Reports

Postby kkahara » Wed Dec 04, 2019 12:22 pm

Assistant clerks should have access to custom reports. It doesn't make any sense.

russellhltn
Community Administrator
Posts: 27144
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Custom Reports

Postby russellhltn » Wed Dec 04, 2019 3:51 pm

kkahara wrote:Assistant clerks should have access to custom reports. It doesn't make any sense.

It depends on what fields are a part of that. Certain things only the bishop and ward clerk have access to. Such as annotations. There might be others.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.


Return to “Leader and Clerk Resources”

Who is online

Users browsing this forum: No registered users and 0 guests