Create Custom Reports

Policy and Principles

The Custom Reports screen allows you to create reports using many criteria that are in the MLS records, such as confirmation date, marriage date, and endowment status.

Procedures

1. On the LCR menu bar, click the Reports dropdown menu.
2. In the Reports section, click Create a Report.
3. In the create a report screen, click Create Report.
4. In the Name field, enter the name you want to call this report.
5. In the Description field you can provide a longer description of the report.
6. Choose what criteria the report should use to include which members to show in the report.
7. Click Continue.
8. In the Columns section, click the check box next to each item you want in a column on your report. Use the Move Up and Move Down buttons to arrange the order of items in a column.
9. Continue editing the report as needed.
10. Click Save Report.