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Abila MIP Reporting
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©2014 Net@Work Inc.
Abila MIP Reporting
Webinar Start Time: 1:00 pm CT (2:00 pm ET)
Webinar Audio:You can dial the telephone numbers located on your webinar panel, or listen in using your microphone or computer speakers.
We will begin shortly.
Technical DifficultiesCall: (805) 617-7000 (Option 1)
©2014 Net@Work Inc.
Today’s Presenter
©2014 Net@Work Inc.
Webinar Details
©2014 Net@Work Inc.
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
©2014 Net@Work Inc.
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
©2014 Net@Work Inc.
What are the issues? Who are the Players?
©2014 Net@Work Inc.
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!
©2014 Net@Work Inc.
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
©2014 Net@Work Inc.
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….
©2014 Net@Work Inc.
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?
©2014 Net@Work Inc.
Report Setup Tab – Date Setup Fields
Start with the Report Setup Screens:
©2014 Net@Work Inc.
Content Tab – So Many Choices Here!
Let’s Look at the Content Tab. You can do Anything!
©2014 Net@Work Inc.
Content Tab – So Many Choices Here!
Let’s Look at the Content Tab. Let’s Continue….
©2014 Net@Work Inc.
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!
©2014 Net@Work Inc.
Options – Many Choices
Options Tab: is a Multi-Faceted Tab
©2014 Net@Work Inc.
Options Tab: Also handles the Budget Date Ranges
©2014 Net@Work Inc.
Layout --- Make them look good enough for the Board!
Layout Tab: Make the Reports Look Great!
©2014 Net@Work Inc.
Layout --- Make the Page look good enough for the Board!
Layout Tab: Make the Page Look Great!
©2014 Net@Work Inc.
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?
©2014 Net@Work Inc.
So – In Summary -----
©2014 Net@Work Inc.
Try These Ideas…..-----
©2014 Net@Work Inc.
And Definitely -----..-----
©2014 Net@Work Inc.
Thank You For Attending!
Jeannie Huckstep, CPA, CITPNet@Work - Nonprofit Applications Practice DirectorPhone: (417) 447-0005Email: [email protected]
Q & A