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Export HT/VT Reports to CSV/XLS

Posted: Thu Aug 27, 2015 10:57 am
by aapsley
Is there any capability to export Home Teaching reports to Excel for easy reorganization and maintenance? I'd also like the ability to sort families not visited by percentage so that I can see which families are receiving the fewest visits in a quick way. Ideally, I could set up a Google Drive Sheet with a refreshable web query to be able to have an up-to-date record every time we log in. I know that may be asking a lot, but it would make things easier for our EQ presidency.

Re: Export HT/VT Reports to CSV/XLS

Posted: Thu Aug 27, 2015 11:05 am
by russellhltn
At this point, I don't think that exists. Keep in mind that file exports were removed from MLS, so the trend is going the opposite direction.

I'd also suggest you read 4.9.3 and 4.9.4 of the Meetinghouse Technology Policy. Uploading membership data to Google Drive appears to me against the spirit of those directives and may be one of the reasons that MLS exports were removed.

Re: Export HT/VT Reports to CSV/XLS

Posted: Thu Aug 27, 2015 2:05 pm
by sbradshaw
Sorting the families visited by percentage is a good suggestion. You might send it in using the Feedback link on the lower right side of Leader and Clerk Resources.