Custom Reports

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

#21

Post by zaneclark »

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

#22

Post by scgallafent »

Beta should be over. We deployed to production for everyone after the announcements this weekend.
scgallafent
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Re: Custom Reports

#23

Post by scgallafent »

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

#24

Post by zaneclark »

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

#25

Post by davesudweeks »

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

#26

Post by zaneclark »

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

#27

Post by russellhltn »

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 Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

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scgallafent
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Re: Custom Reports

#28

Post by scgallafent »

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

#29

Post by lajackson »

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

#30

Post by davesudweeks »

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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