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Abila MIP Reporting
- 1. ©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 Difficulties Call: (805) 617-7000 (Option 1)
- 2. Today’s Presenter ©2014 Net@Work Inc.
- 3. Webinar Details ©2014 Net@Work Inc.
- 4. Nonprofit Solutions ©2014 Net@Work Inc. Solutions - Overview ERP/Accounting System Implementations CRM System Implementations HRMS/Employer System Implementations Web / Mobile Development & eCommerce ECM Implementations Business Intelligence, Analytics & Reporting IT Infrastructure, Cloud & Managed Services
- 5. Today’s Conversation – MIP Reporting Where 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.
- 6. What are the issues? Who are the Players? ©2014 Net@Work Inc.
- 7. 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.
- 8. 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.
- 9. 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.
- 10. So How can we Build More Champions? 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! ©2014 Net@Work Inc.
- 11. Start with the Report Setup Screens: Report Setup Tab – Date Setup Fields ©2014 Net@Work Inc.
- 12. Let’s Look at the Content Tab. You can do Anything! Content Tab – So Many Choices Here! ©2014 Net@Work Inc.
- 13. Let’s Look at the Content Tab. Let’s Continue…. Content Tab – So Many Choices Here! ©2014 Net@Work Inc.
- 14. Now the Filter Tab ---- we’re probably Pretty Cool Here Filter Tab – So Many Choices Here! ©2014 Net@Work Inc.
- 15. Groups Tab: Seriously Functional and Fun! Groups - Of All types ©2014 Net@Work Inc.
- 16. Options Tab: is a Multi-Faceted Tab Options – Many Choices ©2014 Net@Work Inc.
- 17. Options Tab: Also handles the Budget Date Ranges ©2014 Net@Work Inc.
- 18. Layout Tab: Make the Reports Look Great! Layout --- Make them look good enough for the Board! ©2014 Net@Work Inc.
- 19. Layout Tab: Make the Page Look Great! Layout --- Make the Page look good enough for the Board! ©2014 Net@Work Inc.
- 20. Let’s Cover the How To’s of Report Groups ©2014 Net@Work Inc.
- 21. How do I get there? ©2014 Net@Work Inc.
- 22. How do I get there? ----- Let’s make it easy…. ©2014 Net@Work Inc.
- 23. Now that I have them ---- How do I Use them? ©2014 Net@Work Inc.
- 24. So – In Summary ----- ©2014 Net@Work Inc.
- 25. Try These Ideas…..----- ©2014 Net@Work Inc.
- 26. And Definitely -----..----- ©2014 Net@Work Inc.
- 27. Thank You For Attending! Jeannie Huckstep, CPA, CITP Net@Work - Nonprofit Applications Practice Director Phone: (417) 447-0005 Email: jhuckstep@netatwork.com Q & A ©2014 Net@Work Inc.