Fast Offering Assistance Report

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craigyoungs
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Fast Offering Assistance Report

Postby craigyoungs » Wed Apr 29, 2020 4:35 pm

Hello all,

As the Stake Clerk, I've been asked by my Stake President to see if there is a report that shows those that have received fast offering assistance by a date range. I've searched the forums and haven't come up with anything.

The goal is to see if there are any kinds of trends in each unit that could be discussed between the Stake President and the unit leader (Bishop/Branch Pres) during their monthly interview.

Is this possible? Do we have the ability to create that kind of custom report?

Thanks for any help out there.

Craig Youngs

russellhltn
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Re: Fast Offering Assistance Report

Postby russellhltn » Wed Apr 29, 2020 5:05 pm

I'm not sure what's available at the stake level. You may have to ask the wards for that information.
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craigyoungs
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Re: Fast Offering Assistance Report

Postby craigyoungs » Wed Apr 29, 2020 7:35 pm

I was a ward clerk before serving in the Stake, and still have access to that Ward view because I haven't been removed from that role because of this Covid-19 issue. I can't see that kind of report at either place. There is a report for Welfare Assistance, but that is a summary of orders that the unit places with the local Bishop's Storehouse.

Not sure if there is a way to make a custom report for that kind of thing. The data is in the system, but whether we have access to it through our reporting portal is the question.

russellhltn
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Re: Fast Offering Assistance Report

Postby russellhltn » Wed Apr 29, 2020 10:43 pm

I'd imagine a ward could run a expense report against the Fast Offering category. I don't know about the stake.
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jdlessley
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Re: Fast Offering Assistance Report

Postby jdlessley » Wed Apr 29, 2020 11:13 pm

russellhltn wrote:I'd imagine a ward could run a expense report against the Fast Offering category. I don't know about the stake.

The LCR Income and Expense report does not provide the granularity necessary to identify the fast offering assistance recipient. It only shows the reference number. The columns available in the report are Date, Reference Number, Category, Description, Type, and Amount. Individual expenses can be viewed by clicking the Reverence Number hyperlink to see the details of a specific expense. But there is no way to show any kind of report data by recipient name or data by category with recipient names. It appears as if any method of getting a report that includes recipient names has been intentionally avoided.

I have not looked at what expense reports are available in MLS in over five months. So I don't know what may still be able to be done there. I stopped trying to use MLS when so many functions just redirected to LCR for access for everything I needed. I suspect the Income and Expense Detail report In MLS may still be available with the detail necessary to show the fast offering recipient.
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kd7mha
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Re: Fast Offering Assistance Report

Postby kd7mha » Thu Apr 30, 2020 4:35 am

This is the only "report" i could find

Expenses -> Expenses Summary
set date range
filter by Fast Offerings
the recipient name is in the PURPOSE field
the recipient drop-down will also show only those recipients that fall in the report date range
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jdlessley
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Re: Fast Offering Assistance Report

Postby jdlessley » Thu Apr 30, 2020 3:13 pm

kd7mha wrote:This is the only "report" i could find

Was that an MLS report because that is not available in LCR?
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kd7mha
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Re: Fast Offering Assistance Report

Postby kd7mha » Thu Apr 30, 2020 3:24 pm

jdlessley wrote:
kd7mha wrote:This is the only "report" i could find

Was that an MLS report because that is not available in LCR?


it is in LCR
it's not actually a report

FO Recipients by date.jpg
(55.12 KiB) Not downloaded yet
There are 11 types of people. Those who understand Gray Code and those that don't.

jdlessley
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Re: Fast Offering Assistance Report

Postby jdlessley » Thu Apr 30, 2020 4:12 pm

OK, I was looking for reports meeting the need of the OP.
JD Lessley
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craigyoungs
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Re: Fast Offering Assistance Report

Postby craigyoungs » Wed May 06, 2020 3:22 pm

Thank you for your help. This may have to do for now.

How can we petition SLC to open additional reporting functionality to the local units?


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