I am currently serving as a Senior Missionary in Francistown Botswana and have been assigned to a branch that included 3 attached groups. There is one computer and one login to MLS. The MLS database includes all members in the branch and groups.
Is there a way to generate some of the standard reports (directory, telephone list, elders quorums, primary, attendance roll) for those at are in one group only? Currently a standard report includes all members in the branch combined with the groups. I don't see a way to create multiple elders quorums either.
I know that I can create custom reports and could assign some members to a 'group' using a custom criterion. The reports are in a list format with attributes that I can add or delete. However I see nothing for attendance or some of the other reports that are organization specific.
Before coming here to serve, I was the Stake Clerk so I have some familiarity with MLS.
Any guidance or suggestions would be appreciated.
Branch/Group Operations
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- aebrown
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Re: Branch/Group Operations
It is possible to split most of the organization classes so that you have a class specific to the group.
However, this approach won't help you with the overall ward lists such as the Directory of Members, Abbreviated Directory, Telephone & E-mail Directory, etc. I think your idea of using a custom field to identify a member's group/branch and then using custom reports is probably the best approach for such overall lists.
- Create a new Elders Quorum by going to Organizations > Elders and then clicking the "Add Quorum" button on the bottom. Then manually move members from the original EQ into the new one for the group.
- You can add a new quorum or class for YM and YW
- But the High Priests is the one priesthood organization that cannot be split this way.
- Similarly, create a new Relief Society by going to Organizations > Relief Society and then clicking the "Add Group" button on the bottom. Then manually move members from the original RS into the new one for the group.
- Primary and Sunday School classes can be split
However, this approach won't help you with the overall ward lists such as the Directory of Members, Abbreviated Directory, Telephone & E-mail Directory, etc. I think your idea of using a custom field to identify a member's group/branch and then using custom reports is probably the best approach for such overall lists.
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Re: Branch/Group Operations
In addition to all of the excellent ideas aebrown has suggested, I think this might be a case where you could use geocodes to group the members and provide the lists. It would be a lot easier if you were on District MLS, and perhaps you could work with your district clerk to assist with the basic lists.aebrown wrote:I think your idea of using a custom field to identify a member's group/branch and then using custom reports is probably the best approach for such overall lists.
Otherwise, I see a lot of custom lists in your future.
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Re: Branch/Group Operations
Excellent suggestions. Geocodes might be easier than custom criterion. I will check them out.