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

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!

3©Lyon Software, 2013

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.


Step 1: Selecting the Report

Each menu contains a unique list of available reports


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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Complete Summaries offers you different ways to summarize your community benefit data.

©Lyon Software, 2013

Narrative Reports allow you to pick and choose which stories are included in reports.

Control Listings reports include detailed and specific data.



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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Other Reports is a grab-bag of useful lists of defaults and other CBISATM data.


Create your own report with the Custom Report Generator.


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Partnership Reports track relationships between Partners and other data records.


Needs Reports show all community need information plus any relationships to other data records.

Step 2: Choose from the available options

Report Orientation: Portrait


Portrait reports contain standard statistics


Report Orientation: Landscaped


Landscaped reports contain expanded statistics


Choose from specific defaults.



Options allow you to include just the information

you need on reports!


Report on specific programs.

Include one, some, or all

departments.

Enter your own unique numeric

parameters.

Step 3: Preview the report


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.

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.


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


Narratives: All Narratives Including Linkages


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


Control Listings: Occurrences-Selected Programs

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Provides the Occurrence Detail for the

Program Detail Report


IRS Form 990 Schedule H: Part I Table #7


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


Needs Reports: Directory of Needs

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Complete list of all Needs records from the Community Needs module


Lyon Software…striving to make social accountability reporting a streamlined process…

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Documents

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