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Reports

Welcome to the Reports section of the Ward Clerk Knowledge Base. This section covers various reports that ward clerks need to prepare, submit, and maintain.

Overview

Ward clerks are responsible for preparing accurate and timely reports for ward leadership, stake leadership, and Church headquarters. Understanding reporting requirements and deadlines is essential for effective clerk service.

Types of Reports

Membership Reports

  • Quarterly Report (due 15th of month following quarter)

  • Monthly statistical reports

  • Member move reports

  • Lost member status reports

Financial Reports

  • Monthly financial statements

  • Budget vs. actual reports

  • Year-end financial summaries

  • Audit reports

Activity Reports

  • Sacrament meeting attendance

  • Activity participation metrics

  • Youth program attendance

Administrative Reports

  • Annual ward history

  • Leadership changes

  • Calling recommendations

Report Schedules

Weekly

  • Sacrament meeting attendance (submitted Sundays)

Monthly

  • Statistical report (first of month)

  • Financial statements (for bishop review)

Quarterly

  • Quarterly Report - Critical deadline: 15th of following month
  • March quarter → April 15th
  • June quarter → July 15th
  • September quarter → October 15th
  • December quarter → January 15th

Annual

  • Annual history (January)

  • Year-end financial summary (December/January)

  • Statistical summary (December)

Best Practices

Accuracy

  • Double-check all numbers before submission

  • Verify dates and time periods

  • Ensure all required fields are completed

  • Save copies of submitted reports

Timeliness

  • Set calendar reminders for report deadlines

  • Begin preparation several days before due date

  • Allow time for bishop review before submission

  • Don't wait until the last minute

Organization

  • Keep a report submission log

  • Maintain copies of all submitted reports

  • Document any corrections or amendments

  • Track confirmation numbers from LCR submissions

Common Challenges

Missing Data

If data is missing or incomplete:

  1. Check with relevant organization leaders
  2. Review previous reports for trends
  3. Document estimates and reasons
  4. Update when accurate information available

Late Submissions

Missing report deadlines can affect:

  • Stake and area reporting accuracy
  • Budget allocations
  • Leadership planning

If you'll miss a deadline, notify your stake clerk immediately.

Getting Help

For assistance with reports:

  • Technical Issues: Contact LCR support

  • Policy Questions: Consult Church Handbook Chapter 33

  • Interpretation: Contact your stake clerk

  • Data Questions: Work with organization leaders

  • Quarterly Report Procedures (Coming Soon)

  • Monthly Statistical Reports (Coming Soon)

  • Financial Reporting (Coming Soon)

  • Report Troubleshooting (Coming Soon)