How can I create a report of families with their current balance?

This article will explain how to generate a report of family with their family balances.

To create a report that lists families with their current family balance, go to LCS1000>Reports tab> Family List.

This report can be run by balance, last name or Family ID.

To run the report for everyone in your district, search by Last Name (A to Z) or Family ID (1 - 99999)

To run this report for everyone in your district who has a negative balance, use the Balance search. Enter -99999 as your lowest balance and -.01 as the highest balance, as shown here:

Note: the more display details you select, the more "crowded" the report is.

A sample report is shown below. The total of all the family balances will appear at the bottom of the report.