Custom report/user privileges questions
Posted: Mon Jun 17, 2013 7:43 pm
Hello All,
I was asked by the Elders Quorum 2nd Counselor to create a specific report that I had some difficulty trying to create. I have a few questions, however.
1. In order to grant someone the privileges to create custom reports, do you need to give them "Edit Membership" privileges? I think by default we give non-bishopric/clerk/executive secretary users only "View Membership" privileges.
2. Related to the first question, is there an official document or communication from the Church on what the privileges should be given to specific callings? (I know this is part of the membership audit.)
3. How do you create a report that lists a home teaching companionship and the families/family members they home teach AND the visiting teachers for those same family members? This is essentially an addition onto the home teaching assignments that you print out and distribute to home teachers. They would like the same for visiting teachers (i.e., the visiting teaching assignments list the sisters' home teachers).
This is so home teachers and visiting teachers can coordinate and communicate with one another concerning the families/individuals they are assigned to home/visit teach.
You help is definitely appreciated! Thanks!
I was asked by the Elders Quorum 2nd Counselor to create a specific report that I had some difficulty trying to create. I have a few questions, however.
1. In order to grant someone the privileges to create custom reports, do you need to give them "Edit Membership" privileges? I think by default we give non-bishopric/clerk/executive secretary users only "View Membership" privileges.
2. Related to the first question, is there an official document or communication from the Church on what the privileges should be given to specific callings? (I know this is part of the membership audit.)
3. How do you create a report that lists a home teaching companionship and the families/family members they home teach AND the visiting teachers for those same family members? This is essentially an addition onto the home teaching assignments that you print out and distribute to home teachers. They would like the same for visiting teachers (i.e., the visiting teaching assignments list the sisters' home teachers).
This is so home teachers and visiting teachers can coordinate and communicate with one another concerning the families/individuals they are assigned to home/visit teach.
You help is definitely appreciated! Thanks!