reporting with cbisa online™ use “enter” on your keyboard, or click your left mouse button to...
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Reporting with CBISA Online™
Use “enter” on your keyboard, or click your left mouse button to move through the screens
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For any CBISATM questions, contact Customer Support: (419)-885-4593 or [email protected]
CBISA Online™ offers over 100 different reports
Each report contains information for a specific date range
Data entered into the program is immediately available to be included in reports
All user permission levels have access to the Reports & Listing module
It’s all about Reporting!
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Previewing a report is always a 3 step process:
Step 1: Highlight (or select) the report you want to preview in the menu browse box.
Step 2: Choose from the available options.
Step 3: Preview your report.
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Step 1: Selecting the Report
Each menu contains a unique list of available reports
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Menu I contains reports for these modules:
• Programs• Financial Services • Outcomes
Menu II contains analytical reports: new ways to slice and dice the numerical data!
Step 1: Selecting the Report
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Complete Summaries offers you different ways to summarize your community benefit data.
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Narrative Reports allow you to pick and choose which stories are included in reports.
Control Listings reports include detailed and specific data.
Step 1: Selecting the Report
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IRS Form 990 Schedule H reports help complete Sections I, II, III & VI plus all worksheets.
Multi-Unit reports allow a System Administrator or Multi Coordinator to run combined reports.
Step 1: Selecting the Report
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Partnership Reports track relationships between Partners and other data records.
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Create your own report with the Custom Report Generator.
Step 2: Choose from the available options
Report Orientation: Portrait
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Portrait reports contain standard statistics
Step 2: Choose from the available options
Report Orientation: Landscaped
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Landscaped reports contain expanded statistics
Step 2: Choose from the available options
Options allow you to include just the information
you need on reports!
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Report on specific programs.
Include one, some, or all
departments.
Enter your own unique numeric
parameters.
Step 3: Preview the report
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Date range automatically defaults to the current
fiscal year, but can always be adjusted.
Check this box to view your
report in a new window that can be expanded.
Select the Preview button to open your report.
Report Taskbar
Export any report to another application. Export formats include Crystal Reports, PDF, Excel, Word, and RTF.
Send any report to a printer.
Move from page to page
Plus sign shows that your report has more than one page.
Search for keywords within the body of the report.
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Menu I: Program Detail
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Shows all Programs with
their associated statistics
(Occurrences) for the selected
date range
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Narratives: All Narratives Including Linkages
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Narratives with Keywords and Linked
Records
Complete Summaries: Unclassified Summary
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Shows all community benefit statistics
including Financial Services & Programs
with Occurrences
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Control Listings: Occurrences-Selected Programs
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Provides the Occurrence Detail for the
Program Detail Report
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IRS Form 990 Schedule H: Part I Table #7
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Help for completing the IRS Form 990 Schedule H
Other Reports: Department List
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Complete list of all departments and contact information
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