What are the customization options for group indexing reports?

As a group administrator, you have several options to filter and organize your group indexing reports. These options vary depending on the type of report you create, as well as the type of indexing group you administer.

We recommend that you start with the default options, and then add or remove filters as you think best.

Contributor Statistics

This report displays indexing information for each group member. It includes the number of records indexed or reviewed, and the number of batches returned. You can add filters:

  • Organize report by subgroup. Click this box if you want the list to organize members according to subgroups. If you do not check the box, group members show alphabetically, beginning with those contributors who are participating.
  • New page for each subgroup. Click this box to list each subgroup on its own page. If you do not check the box, the subgroups are in a list one after another with no page breaks.
  • Contributors. Click this box to list indexers who participated within the time frame of the report.
  • Noncontributors. Click this box to list indexers who have not yet participated within the time frame of the report.

You have additional customization options:

  • Sort Order. Determine how you want the names on the report to be ordered:
    • Profile. A list of members in alphabetical order.
    • Indexed Records. A list of members by number of records indexed.
    • Reviewed Records. A list of members by number of records reviewed.
    • Arbitrated Records. A list of members by records arbitrated.
  • Range. Choose the time period for the report.
    • Annual. A report for the year--current or previous.
    • Quarterly. A report for the quarter--current or previous.
    • Monthly. A report for the month--current or previous.
  • Date. Determine whether the range is for the current time period or previous.
  • Format. Choose the format of the report: PDF, HTML, etc.
  • Time Zone. Customize the report to your local time zone.
  • Notes. Add any report notes. These show at the top of the report.

Group Statistics

This is a basic report that display numbers of records indexed and reviewed by the group as a whole. It includes nearly all of the same filters as the Contributor report, the primary difference being that information is for the group rather than the individual.

Directory

This report displays the names and contact information of group members. The directory automatically sorts by profile. You can configure the report to include the following information for each group member:

  • Phone number
  • Email Address
  • Group Role
  • Group Name

    Reports for ward and stake groups

    Members of The Church of Jesus Christ of Latter-day Saints are automatically assigned to both a ward and stake indexing group. Reports for these groups used to include the number of records indexed or reviewed by each person. These individual statistics are no longer available, however, and instead focus on the ward or stake as a whole.

    The purpose of the change is to protect the privacy of people who do not wish to have information about their indexing efforts shared with others.

    Reports for ward and stake groups have two additional filtering options, based on the Church record number that a person may enter when creating his or her FamilySearch account:

    • Unit Members. Click this box to view group members from your ward or stake.
    • Additional Members. Click this box to view group members who are not actual members of your ward or stake.

    How do I create an indexing report?

    Was this helpful?