reporting with cbisa plus™ use “enter” on your keyboard, or click your left mouse button to...
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![Page 1: Reporting with CBISA Plus™ Use “enter” on your keyboard, or click your left mouse button to move through the screens 1 For any CBISA TM questions, contact](https://reader036.vdocuments.us/reader036/viewer/2022062320/56649cf85503460f949c9371/html5/thumbnails/1.jpg)
Reporting with CBISA Plus™
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]
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CBISA Plus™ 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
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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!
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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.
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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.
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Step 1: Selecting the Report
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Other Reports is a grab-bag of useful lists of defaults and other CBISATM data.
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Create your own report with the Custom Report Generator.
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Step 1: Selecting the Report
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Partnership Reports track relationships between Partners and other data records.
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Needs Reports show all community need information plus any relationships to other data records.
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Step 2: Choose from the available options
Report Orientation: Portrait
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Portrait reports contain standard statistics
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Step 2: Choose from the available options
Report Orientation: Landscaped
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Landscaped reports contain expanded statistics
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Step 2: Choose from the available options
Choose from specific defaults.
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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.
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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.
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Printing or Exporting the Report
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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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Sample Reports
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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
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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
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Other Reports: Department List
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Complete list of all departments and contact information
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Needs Reports: Directory of Needs
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Complete list of all Needs records from the Community Needs module
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Lyon Software…striving to make social accountability reporting a streamlined process…
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