Use Advanced Find to Create a Report (Single Program)

Use Advanced Find to create your own reports or to find records for an email list. There is a slight difference in how you use Advanced Find depending on whether you are over one program or multiple programs. These instructions apply when you are over only one program.

In this example we’ll create a list of high school seniors in a stake.

  1. At the top of any page, under Menu, click Advanced Find.

  1. At the top of the Advanced Find page, click Advanced Find.

  1. At the top of the Advanced Find screen, click New.

  1. In the Look for drop-down menu, select Students.

  1. Under Use Saved View, click My Students.

 

There will be two criteria listed below the Look for drop-down menu and Use Saved View: (1) Mission Return Date, Does Not Contain Data and (2) Status, Equals, Active. There will also be several blue rectangles. Do not change the criteria or select items under the blue rectangles.

  1. Under Status, click Select, and select Stake.

  1. Click Enter Value, and type part of the name of the stake you want to find. Then click the Search button.

  1. Click the stake you want to view to highlight the stake. Click Select, and then click Add.

Note: If you want to view information for more than one stake, select all the desired stakes before clicking Add.

  1. Below Stake, click Select, and select Grade.

  1. Click Enter Value, and click the button with three dots.

  1. Click the grade number you want information about, such as 12, to highlight it. Click the right arrow button to move it to the Selected Values list, and click OK.

  1. At the top of the Advanced Find screen, click Search. You now have a list of all the seniors in that stake.

  1. Click Export Students to export the list.

  1. After you click Export Students, select Static worksheet with records from this page. Or, if there is more than one page of data and this second option is shown, select Static worksheet with records from all pages in the current view. Then click Export.
  1. Customize the report in Excel and print.

 

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