Custom Reports

Can I create a report in LCR that would show all the widows in the ward? If so, How?

I don't think LCR has any custom reporting - yet. You'll have to do that in MLS.

Why don't executive secretaries have access to custom reports in LCR?

jmwarnick wrote:Why don't executive secretaries have access to custom reports in LCR?

I'm not sure why they did it, but at the ward level only the Bishop and Clerk have access.

jonesrk wrote:

jmwarnick wrote:Why don't executive secretaries have access to custom reports in LCR?

I'm not sure why they did it, but at the ward level only the Bishop and Clerk have access.

Only Bishops and Clerks have full access to the membership record. I'm guessing they didn't want to cripple the custom reports or try to add field restrictions based on current calling - at least not for this round.

russellhltn wrote:

jonesrk wrote:

jmwarnick wrote:Why don't executive secretaries have access to custom reports in LCR?

I'm not sure why they did it, but at the ward level only the Bishop and Clerk have access.

Only Bishops and Clerks have full access to the membership record. I'm guessing they didn't want to cripple the custom reports or try to add field restrictions based on current calling - at least not for this round.

Yeah, but they didn't even give the custom reports to the assistant clerks who do have access to the membership record.

jonesrk wrote:Yeah, but they didn't even give the custom reports to the assistant clerks who do have access to the membership record.

Unless the custom report also gives access to annotations, that sounds like an oversight. (I don't remember if the membership clerk has access to see annotations.)

russellhltn wrote:(I don't remember if the membership clerk has access to see annotations.)

No. Only the ward clerk and bishop. And I think only the bishop can see some specifics. But I don't imagine those were made available for custom reports.

Am I missing something here? I am the ward clerk - still no custom reports in LCR...

davesudweeks wrote:Am I missing something here? I am the ward clerk - still no custom reports in LCR...

It's in beta, so not everyone can see it yet, but it's coming.

jonesrk wrote:

davesudweeks wrote:Am I missing something here? I am the ward clerk - still no custom reports in LCR...

It's in beta, so not everyone can see it yet, but it's coming.

Cool. Thanks. I thought I was quietly loosing my mind...
(well, perhaps I am but THAT is another matter entirely, LOL).

davesudweeks wrote:Cool. Thanks. I thought I was quietly loosing my mind...
(well, perhaps I am but THAT is another matter entirely, LOL).

Yes, we would have to cover the mind loss topic in another thread in keeping with the Forum Code of Conduct.

But hurray for the Custom Reports. And while it may be limited to leader and clerk in the beta, I hope they expand it to assistant clerks, as well. If this is just a limit for the beta test, that makes sense. Although I am certain the assistant clerks would give the feature a much better test drive.

What do they call it? Corner cases? Extreme limits testing? Real-use breakage? Coder's nightmare? [grin]

russellhltn wrote:

jonesrk wrote:Yeah, but they didn't even give the custom reports to the assistant clerks who do have access to the membership record.

Unless the custom report also gives access to annotations, that sounds like an oversight. (I don't remember if the membership clerk has access to see annotations.)

Access is limited to the unit leader and the clerk. Assistant clerks do not have access. It is working correctly.

I assume custom reports on LCR is currently in beta testing, since I have not seen it yet on LCR.

How do I as the long, long time Stake Clerk see the custom reports in LCR?

wcovey wrote:How do I as the long, long time Stake Clerk see the custom reports in LCR?

Unless you're stake is on the LCR beta program you have to wait until it's released to everyone. If your stake is on the beta program then it should just show up when you go to LCR.

Thanks, guess my Stake is not on beta. Anxiously waiting!!

I can see Custom Reports in LCR now.
https://www.lds.org/mls/mbr/report/custom-reports

drepouille wrote:I can see Custom Reports in LCR now.

Either you are now a part of the beta test, or they are rolling it out in phases. Access is still denied here.

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

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.

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

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

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....

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.

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

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.

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.

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.

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.

davesudweeks wrote:

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.

But that would mean I would have to actually use the computer in the clerk's office.... Not sure I even know where it is or have a key!

Hopefully they are left in MLS. The Custom Reports in LCR are severely lacking in comparison to what we do in MLS. If this is being read by anybody in the know ( actually has direct access to the Development Team Leader) and would like to know exactly what I mean then please contact me on NambourWC@gmail.com and I'll get started on suggestions on how to improve LCR Custom Reports so they can actually do what MLS do.

You're welcome to send me your suggestions and I'll get them to the appropriate person. Remember that you can make suggestions, but there is no guarantee when or if those features will make it into LCR.

Let's start with this: LCR custom reports should be able to generate the same reports that MLS custom reports can generate (with the exception of MLS custom data that is not in LCR). One should be able to set up the same filters in LCR as one can in MLS and should be able to output the same columns in LCR as in MLS.

I'll provide specifics when I have a chance to try some of my most used MLS custom reports in LCR.

Why can't the custom data in MLS be configured for and then input into LCR?

So far all the custom reports I've done in MLS I've been able to do in LCR, and some that I couldn't do in MLS as well.

BTW - THANKS FOR BRINGING CUSTOM REPORTS TO LCR! This is the last membership function I still USED in MLS, until now!

"And +" "Or +" is a little tricky at first (i didn't even see the "And+ " option at first) and was getting frustrated with "Or" not working! The "And +" lives outside of a box and i missed it completely. My suggestion would be to have it default like this, without having to click "And +" first. It would look a little less random sitting out there.

Thanks for all the hard work!

- Andrew

I must say, That the new "Custom Reports" in LCR is awesome.....Thanks for the great work....We love them.

Let's hope the same people who saw the advantage of adding presidencies to the Send a Message app also will see the light and let membership clerks create custom reports.

Please add the "Household Name" field to the list of columns in the Custom Reports tool. I want to create a report showing "Household Name", "Head of House" and "Head of House and Spouse" so that I can check for incorrect "Household Name" field contents.

Brethren - I'm seeking custom reports, as a Ward Clerk, in LCR. Does anybody know when this will be enabled? shaun.ralston@gmail.com

Help!!!! Thank you.

It is now available to Clerks, but not assistant clerks. In the Access Table, it is listed as Create Reports, so I'm assuming it will be under that same name in the Reports.

LCR > Reports > Create a Report

A bishopric counselor asked me to create a custom report that shows him everyone that is NOT set apart for their calling. However, that filter does not exist.

drepouille wrote:A bishopric counselor asked me to create a custom report that shows him everyone that is NOT set apart for their calling. However, that filter does not exist.

Possibly because that information is easily view-able without a custom report.
1. Member Tools: Reports| Members with Callings - everyone who has not been set apart will show red text that reads "Not set apart." On Android, if you scroll the titles at the top to the right, you can filter the members with callings list to show ONLY those who are not set apart.
2. LCR: Reports | Members with callings - there is a set apart check mark on the far right side of the list. You can click the "Set Apart" heading to sort and click it again to reverse-sort the list to put whichever group you want at the top.

Not quite as elegant as a custom report, but functional.

You can use the Members with Callings report in the Organizations tab and then sort by the Set Apart column. The first click of the column header will sort by 'not set apart' first. Then you can select the names that have not been set apart to print the report.

Assistant clerks should have access to custom reports. It doesn't make any sense.

kkahara wrote:Assistant clerks should have access to custom reports. It doesn't make any sense.

It depends on what fields are a part of that. Certain things only the bishop and ward clerk have access to. Such as annotations. There might be others.