Fast offering pmt report or data export

Discussions around using and interfacing with the Church MLS program.
guide100782
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Joined: Tue Jul 31, 2012 5:07 pm

Fast offering pmt report or data export

Postby guide100782 » Tue Jul 31, 2012 5:17 pm

I would like to propose that functionality be built into MLS to create reports showing fast offering payments by recipient, monthly, by type for the last 12 months. Alternately the ability to export the raw data so the reports can be construction in spreadsheet application would work as well.

My stake president likes to see the history of FO payments for each recipient for 12 months back. This helps him discuss the needs of the individuals with the bishops. I suspect having the informtion laid out this way would help many stake presidents. However, I have to manually compile this information from the monthly CUBS report I print out and type it into a spreadsheet application - it can take quite some time to do each month.

So my request is that an export function be built - the information is already in MLS - an automated export to CSV format would save so much time (containing Unit, Recipient, Pmt Date, Amount, and Purpose). Better yet, if MLS built the report itself.

Jon

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aebrown
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Postby aebrown » Tue Jul 31, 2012 6:17 pm

guide100782 wrote:I would like to propose that functionality be built into MLS to create reports showing fast offering payments by recipient, monthly, by type for the last 12 months. Alternately the ability to export the raw data so the reports can be construction in spreadsheet application would work as well.


The challenge is that you're trying to create a report at the stake level for data that exists only at the ward level in MLS. The report you want essentially already exists in ward MLS -- it's called the Fast Offering Recipient Report. It shows the recipient, category, date, amount, and description for each FO check.

But there's an additional challenge for compiling this information based on ward information -- no financial information may be exported in any way from MLS (not by copy/paste, nor by CSV export). That decision was made a few years back. So even if you could get each ward to send you a report, it wouldn't be in CSV format or any other format that is easily compiled.
Questions that can benefit the larger community should be asked in a public forum, not a private message.

lajackson
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Postby lajackson » Tue Jul 31, 2012 7:52 pm

guide100782 wrote:My stake president likes to see the history of FO payments for each recipient for 12 months back. This helps him discuss the needs of the individuals with the bishops.


aebrown wrote:The report you want essentially already exists in ward MLS -- it's called the Fast Offering Recipient Report. It shows the recipient, category, date, amount, and description for each FO check.


You may wish to pass this information on to your stake president, who might then ask each bishop to bring the report with him to his next interview with the stake president. This way, the bishop will be aware the report exists and may begin to use it for his own benefit. And he will also become very aware that the stake president is interested in it.


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