Where can I find this report?

Transcription

1 Where can I find this report? Thursday, April 5, :00 PM 2:30 PM Melissa Mack Managing Partner Intuitive Business Concepts (IBC) Keith A. Williams Database Administrator Association for the Advancement of Medical Instrumentation (AAMI)

2 What You l l LearnToday Find your way around imis reports Navigate your current reports library Steer from Crystal Reports towards SSRS reports When & where to use IQA queries Plan for report migration from the desktop client to the Staff site

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4 Reporting Tools Past & Future PAST OMNIS reports Ad hoc Crystal Reports FUTURE IQA Queries SSRS reports

5 Explore the imis reports library

6 Explore the imis reports library Customers = MEMBERSHIP Billing = DUES Certification = CERTIFY AR/Cash = AR Fundraising = FR Events = MEETING Orders = ORDER CHAPTER, COMMITTEES, SYSTEM

7 Explore the imis reports library Customers = MEMBERSHIP Billing = DUES Certification = CERTIFY AR/Cash = AR Fundraising = FR Events = MEETING Orders = ORDER CHAPTER, COMMITTEES, SYSTEM

8 Explore the imis reports library Customers = MEMBERSHIP Billing = DUES Certification = CERTIFY AR/Cash = AR Fundraising = FR Events = MEETING Orders = ORDER CHAPTER, COMMITTEES, SYSTEM

9 Explore the imis reports library Customers = MEMBERSHIP Billing = DUES Certification = CERTIFY AR/Cash = AR Fundraising = FR Events = MEETING Orders = ORDER CHAPTER, COMMITTEES, SYSTEM

10 Explore the imis reports library Customers = MEMBERSHIP Billing = DUES Certification = CERTIFY AR/Cash = AR Fundraising = FR Events = MEETING Orders = ORDER CHAPTER, COMMITTEES, SYSTEM

11 Explore the imis Reports Library: Staff Site Continuum:

12 Explore the imis Reports Library: Staff Site - Membership

13 Explore the imis Reports Library: Staff Site - Events

14 Get familiar with the vehicle Transition ad hoc reports to IQA queries Identify all Crystal Reports on shared servers Survey staff to check for Excel and Access data source connections Know which Crystal Reports are in use

15 Explore the desktop imis reports library Part of the downloads include a BO and IQA: ReportDesc.xml imis Desktop Reports Query.xml

16 How to import business object and query First Import Business Object (must have system admin permissions) Navigate to the Business Objects folder (RiSE -> Business Object Designer) Select Import Click Select Navigate to where you have the ReportDesc.xml file and select Click Upload Click Import Close import window

17 How to import business object and query Next Import Query Navigate to the folder where you want the query to reside Select Import Click Select Navigate to where you have the imis Desktop Reports Query.xml file and select Click Upload Click Import Close import window

18 FromtheHOVLane: Which reporting tools are you currently using the most? Answer the poll question now to share.

19 Keep a toolbox in the trunk Common skills to have on hand: Business Objects Table Joins IQA Query SQL & SSRS (SQL Server Reporting Services) RiSE & iparts Training ½ Day / Full Day & Previously recorded sessions on NiUG Learning Center Friday, April 6 th, 9:35 am 10:35 am Moving Crytsal reports to IQA or SSRS Friday, April 6 th, 11:15 am 12:15 pm IQA for the Beginner Microsoft SSRS Training (i.e. Lynda.com)

20 Keep a toolbox in the trunk Online imis tutorial videos ASI Help documentation (help.imis.com) NiUG community (niug.org) Personalized training from your AiSP Google

21 Keep a toolbox in the trunk Query Browser Tool C:\Program Files (x86)\asi\[imis Install]\Net\bin\QueryBrowser.exe

22 Keep a toolbox in the trunk Query Browser Tool Search Queries By Name By Sources

23 The roads you know Consider how the data is used Identify report parameters Determine how reports will be accessed Examine report users & creators Review the function/purpose of the report

24 Bon Voyage, Crystal Reports Crystal Reports not included in web based versions of imis If used for mailing list or export only = IQA If formatted report = SSRS report Consider combining IQA and RiSE Dashboard with iparts

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27 IQA Query and SSRS - better together Dynamic results One report on both Staff and Member sites Control over included data Branded unique printed materials

28 imis Staff Site Quick access dashboards by module IQA driven searches SSRS reports for printed materials Dynamic report data (ie badge reports) AR statements

29 imis Staff Site

30 imis Staff Site

31 imis Staff Site

32 IMIS Classic: Print Profile

33 imis Staff Site Where is Print Profile? Find Contacts, Account Profile Page

34 How to find where a report is: Print Info Button on Profile Click Edit in Place button Select he closest edit button to the item you want to see Find the panel where your report is launched Click Configure Find the link in the configuration NOTE: In this case it points to a shortcut

35 Staff Site-Community Dashboard: Contact Reports

36 Staff Site: Event Dashboard & Reports

37 FromtheHOVLane: Which key reports are you generating from the Staff site?

38 IMIS Classic: AR Statement

39 Staff Site: AR Statement Find Contacts, Account Profile Page, Participation Tab

40 imis Member Site Two birds, one feeder Use the same report, different site Reprinting materials (ID cards, certificates, invoices, receipts)

41 imis Member Site

42 imis Member Site IQA Query results + formatted SSRS Report + iparts = SELF SERVICE

43 FromtheHOVLane: What types of self service do you want to offer on your member site?

44 Crystal Reports Used for exports or mailing lists Used to produce statistics Used to calculate or sum dollar amounts IQA Used for formatted invoices and receipts Used to print certificates Includes formatted subreports SSRS

45 FromtheHOVLane: How many of you are currently using IQA queries? Answer the poll question now to share.

46 IQA Queries Lots of default examples included Desktop Client IQA access easily replicated on the Staff site Combine queries (if applicable) Default fields in query results

47 IQA Queries: Customers

48 IQA Queries: Events

49 IQA Queries: Fundraising

50 IQA Queries: Orders

51 IQA Queries

52 IQA Queries

53 SSRS Reports & Templates Lots of default examples included Accessible from the Staff and Member sites only Dynamic parameters can be passed or entered at runtime

54 What your GPS may not know yet imis 2017 focused on Staff site New features to help with reporting needs Multitude of new dashboards, queries, and SSRS reports available Desktop functionality moved to Staff site

55 What your GPS may not know yet Find full details at s_and_enhancements.htm

56 What your GPS may not know yet Find full details at s_and_enhancements.htm

57 Another location for ASI reports s.htm

58 Modifying SSRS Report for your needs Basic Steps 1. Download the SSRS report RDL file from the staff site. 2. In Visual Studio/Report Builder: Create new project and pull in RDL or add to existing project and pull in RDL. 3. Modify SSRS report and Save. 4. Upload SSRS report RDL file back to staff site under the Document System.

59 FromtheHOVLane: For those not on imis 2017, is upgrading on the horizon? Answer the poll.

60 No rear view mirror needed Welcome change Prepare for the inevitable Take advantage of technology Make imis work for you

61 Get on the open road 4 things you can do after this conference: Poll colleagues to learn which reports they re using currently Audit reports available in the desktop client (See our IQA & Business object) Verify SSRS report not already created Convert export lists to IQA queries

62 Questions? Raise your hand to share your question with everyone.

63 Thank You to Our Partners STRATEGIC PARTNERS CORPORATE PARTNERS Americaneagle.com Ascension Technology Solutions, LLC Association Technologies, Inc. C Systems Global CadmiumCD Computer System Innovations Intuitive Business Concepts ISG Solutions MemberPrime RSM US LLP Visual Antidote EVENT PARTNERS Armstrong Enterprise Communications EventLink Higher Logic ifinity PLC Lane Services, LLC Source of Knowledge