Click
to display the Administration
Reports page.
In the left panel, select Clergy > Summary.
Creating a Clergy Summary Report
Designed for diocesan administrators, the Clergy Summary is a custom report that provides the following information for selected clergy:
● Name
● Date of birth/Date deceased
● Names of mother and father
● Date and place of baptism and name of celebrant
● Diaconate/Ordination date and place
● Date dismissed from clerical state
● Home and work addresses
● Assignment history, including place of assignment, primary position, and term dates.
Only users who have Diocesan Admin permissions assigned to their login credentials can create a Clergy Summary report. If you believe your work requires you to be able to create this report, contact your dioceses for assistance.
Click
to display the Administration
Reports page.
In the left panel, select Clergy > Summary.
The report setup is displayed in the right panel.
To set up the report, complete the following:
Based on what you need to
know, select filter options to specify which clergy records to include
in the report. With each filter selection, the Clergy grid at the bottom
of the right panel is updated to show the names of individuals matching
your filter criteria.
In the Data Options group, do the following:
In the Clergy Type dropdown list, select the type of clergy (for example, Deacons) to include in the report.
Important
The report includes only those clergy that have a date specified for the Diaconate, Presbyteral, or Holy Orders sacrament in their member record. So, for example, if you select Deacons, the report pulls only those clergy whose records contain a completed date for the Holy Orders (Diaconal) sacrament, as shown in the illustration below:
In the Status dropdown list, select one of the living status options (for example, Deceased).
Important
This report uses the Date of Death field in the clergy's member record to determine living status. If you select Deceased, only clergy with a date specified in the Date of Death field in their member record are included in the report.
If you want to include active clergy only (those whose assignments have no end date), select the Active Staff Assignment Only check box.
In the Report options group, select the sort order and assignment order you want:
Sorting: specifies the order in which the individual records in the report are listed:
§ Last Name Ascending: lists records in alphabetic order from A to Z.
§ Last Name Descending: lists records in reverse alphabetic order from Z to A.
§ Member DUID Ascending: lists records in numeric order from the smallest to largest number.
§ Member DUID Descending: lists records in numeric order from the largest to smallest number.
Assignments: specifies the order in which assignments are listed in the Assignment History section of the report:
§ Newest: lists records in chronological order from the most recent to the least recent.
§ Oldest: lists records in reverse chronological order from the least recent to the most recent.
The Clergy grid shows the clergy records matching the Data Options you selected in Step 3a - 3b.
Select the records to include in the report. Do one of the following:
Select all records. To do this, select the All checkbox (located to left of the Last Name header in the Clergy grid). Be aware that the All checkbox selects only the individuals listed on the page you are viewing. If you want to select all records in the grid (on all pages), click the Select all records link. This link is visible after you select the All checkbox.
Select specific records. To do this, simply select the checkbox next to each record you want to include. Use the Page buttons at the bottom of the grid to advance to other pages in the grid to find the desired records.
To generate the report, click
.
The report opens in the Report Viewer. The report shows a single clergy record per page.
For instructions on printing the report, go to How to Print, View, and Save Reports.
About the Administration Reports Page
How to Print, View, and Save Reports