Custom Reports

Discussions about the Leader and Clerk Resources on lds.org.
zaneclark
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Re: Custom Reports

Postby zaneclark » Sun Apr 01, 2018 9:53 pm

davesudweeks wrote:I have access to LCR custom reports as of today. Bartlesville, Oklahoma Stake. We were not on the beta.

Not happening in my house. When I use the url listed above, I get a note telling me I am not authorized to access LCR.

scgallafent
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Re: Custom Reports

Postby scgallafent » Mon Apr 02, 2018 8:43 am

Beta should be over. We deployed to production for everyone after the announcements this weekend.

scgallafent
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Re: Custom Reports

Postby scgallafent » Mon Apr 02, 2018 8:45 am

For those who have access but haven't been able to find it yet:
Reports > Create a Report

zaneclark
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Re: Custom Reports

Postby zaneclark » Mon Apr 02, 2018 8:50 am

scgallafent wrote:For those who have access but haven't been able to find it yet:
Reports > Create a Report

Still can't see it... I have the new Ministering report but not Create Report... Maybe I need to be patient....

davesudweeks
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Re: Custom Reports

Postby davesudweeks » Mon Apr 02, 2018 10:33 am

zaneclark wrote:
scgallafent wrote:For those who have access but haven't been able to find it yet:
Reports > Create a Report

Still can't see it... I have the new Ministering report but not Create Report... Maybe I need to be patient....


I did not look at every calling in the access table, but enough to believe that (at the ward/branch level) only the bishop/branch president and clerk have access to custom reports. If your calling is one of those, it sounds like a bug.

zaneclark
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Re: Custom Reports

Postby zaneclark » Mon Apr 02, 2018 10:43 am

Just checked and membership clerks do NOT have access to Create Reports. I will miss this. I used custom Reports extensively in MLS.

russellhltn
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Re: Custom Reports

Postby russellhltn » Mon Apr 02, 2018 10:44 am

davesudweeks wrote:I did not look at every calling in the access table, but enough to believe that (at the ward/branch level) only the bishop/branch president and clerk have access to custom reports. If your calling is one of those, it sounds like a bug.

Which raises the question about what (if any) assistant clerks have access. One would hope the membership clerk would have access. I wouldn't expect the finance clerk to have access.
Have you searched the Wiki?
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scgallafent
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Re: Custom Reports

Postby scgallafent » Mon Apr 02, 2018 1:25 pm

zaneclark wrote:
scgallafent wrote:For those who have access but haven't been able to find it yet:
Reports > Create a Report

Still can't see it... I have the new Ministering report but not Create Report... Maybe I need to be patient....

You won't see it. It is only available to the bishop and ward clerk. Assistant clerks do not have access.

lajackson
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Re: Custom Reports

Postby lajackson » Mon Apr 02, 2018 3:03 pm

scgallafent wrote:It is only available to the bishop and ward clerk. Assistant clerks do not have access.

We had an assistant clerk who generated all of the custom reports. But, no longer.

davesudweeks
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Re: Custom Reports

Postby davesudweeks » Mon Apr 02, 2018 4:44 pm

lajackson wrote:
scgallafent wrote:It is only available to the bishop and ward clerk. Assistant clerks do not have access.

We had an assistant clerk who generated all of the custom reports. But, no longer.


Unless I missed something, custom reports are still available in MLS so there is no change for the assistant clerk from how it was last week. I expect that functionality will go away at some point, but until then he should be able to carry on just exactly has he has been doing.


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