Reporting with CBISA Online For any CBISATM questions
Reporting with CBISA Online™ For any CBISATM questions, contact Customer Support: (419)-885 -4593 or support@lyonsoftware. com Use “enter” on your keyboard, or click your left mouse button to move through the screens 1
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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! ©Lyon Software, 2013 3
Previewing a Report 4
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. ©Lyon Software, 2013 5
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! ©Lyon Software, 2013 6
Step 1: Selecting the Report Narrative Reports allow you to pick and choose which stories are included in reports. Complete Summaries offers you different ways to summarize your community benefit data. Control Listings reports include detailed and specific data. ©Lyon Software, 2013 7
Step 1: Selecting the Report Multi-Unit reports allow a System Administrator or Multi Coordinator to run combined reports. IRS Form 990 Schedule H reports help complete Sections I, III & VI plus all worksheets. ©Lyon Software, 2013 8
Step 1: Selecting the Report Create your own report with the Custom Report Generator. Partnership Reports track relationships between Partners and other data records. ©Lyon Software, 2013 9
Step 2: Choose from the available options Report Orientation: Portrait reports contain standard statistics ©Lyon Software, 2013 10
Step 2: Choose from the available options Report Orientation: Landscaped reports contain expanded statistics ©Lyon Software, 2013 11
Step 2: Choose from the available options Choose from specific defaults. ©Lyon Software, 2013 12
Step 2: Choose from the available options 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. ©Lyon Software, 2013 13
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. ©Lyon Software, 2013 14
Printing or Exporting the Report 15
Report Taskbar Move from page to page Plus sign shows that your report has more than one page. Send any report to a printer. Search for keywords within the body of the report. Export any report to another application. Export formats include Crystal Reports, PDF, Excel, Word, and RTF. ©Lyon Software, 2013 16
Sample Reports 17
Menu I: Program Detail Shows all Programs with their associated statistics (Occurrences) for the selected date range ©Lyon Software, 2013 18
Narratives: All Narratives Including Linkages Narratives with Keywords and Linked Records ©Lyon Software, 2013 19
Complete Summaries: Unclassified Summary Shows all community benefit statistics including Financial Services & Programs with Occurrences ©Lyon Software, 2013 20
Control Listings: Occurrences-Selected Programs Provides the Occurrence Detail for the Program Detail Report ©Lyon Software, 2013 21
IRS Form 990 Schedule H: Part I Table #7 Help for completing the IRS Form 990 Schedule H ©Lyon Software, 2013 22
Other Reports: Department List Complete list of all departments and contact information ©Lyon Software, 2013 23
Lyon Software…striving to make social accountability reporting a streamlined process… 24
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