Abila MIP Reporting

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Abila MIP Reporting

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Today’s Presenter

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Webinar Details

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Solutions - Overview

ERP/Accounting System

Implementations

CRM System Implementations

HRMS/Employer System

Implementations

Web / MobileDevelopment & eCommerce

Nonprofit Solutions

ECMImplementations

Business Intelligence, Analytics & Reporting

IT Infrastructure, Cloud & Managed Services

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Today’s Conversation – MIP ReportingWhere are you in your adoption of the Abila MIP Report-writer?

Here are the two ends of the spectrum I see in my Consulting work with the Application…

• The Group who have completely adopted the report writer, and are very skilled

• Those who are afraid, and continue to prepare Trial Balances, and Export, then manually create their reports in Excel

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What are the issues? Who are the Players?

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Those who Engage…

They are the Champions of the MIP System at your Org

• Are very beneficial to the organization

• Each indicates that it’s easy to get what they want!

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Those who Run….…

These are the Folks who Struggle from the start…….

• They need confidence enough to experiment

• Don’t realize that they really can’t hurt anything by x’ing a couple boxes

• Don’t use a Linear Troubleshooting Methodology in any experiments they undertake

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And, then there’s the Board of Directors…

They know that the Auditors want Everything to be generated from the Acctg Application...

• But, they likely know that’s not happening

• They are pressing the Accounting Staff……

• And – Out Comes the Trial Balance Export to Excel….

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Get Staff Seriously Friendly with the Tabs in Report Setups

Help them to Learn Report Groups and How they Work

Help them Learn the Difference between Report Groups and Report Formats, and How to Think about Each

Build Experience with the Report Setups

BUILD a REPORTING Champion At Your Organization!

So How can we Build More Champions?

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Report Setup Tab – Date Setup Fields

Start with the Report Setup Screens:

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Content Tab – So Many Choices Here!

Let’s Look at the Content Tab. You can do Anything!

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Content Tab – So Many Choices Here!

Let’s Look at the Content Tab. Let’s Continue….

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Filter Tab – So Many Choices Here!

Now the Filter Tab ---- we’re probably Pretty Cool Here

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Groups - Of All types

Groups Tab: Seriously Functional and Fun!

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Options – Many Choices

Options Tab: is a Multi-Faceted Tab

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Options Tab: Also handles the Budget Date Ranges

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Layout --- Make them look good enough for the Board!

Layout Tab: Make the Reports Look Great!

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Layout --- Make the Page look good enough for the Board!

Layout Tab: Make the Page Look Great!

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Let’s Cover the How To’s of Report Groups

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How do I get there?

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How do I get there? ----- Let’s make it easy….

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Now that I have them ---- How do I Use them?

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So – In Summary -----

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Try These Ideas…..-----

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And Definitely -----..-----

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Thank You For Attending!

Jeannie Huckstep, CPA, CITPNet@Work - Nonprofit Applications Practice DirectorPhone: (417) 447-0005Email: jhuckstep@netatwork.com

Q & A