Where can I find this report? - Home | NiUG International · 2018. 3. 29. · What your GPS may not know yet iMIS 2017 focused on Staff site New features to help with reporting needs

Where can I find this report?

Thursday, April 5, 2018

1:00 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)

What You’ll Learn Today

➔ 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

Reporting Tools Past & Future

• PAST

❏ OMNIS reports

❏ Ad hoc

❏ Crystal Reports

• FUTURE

❏ IQA Queries

❏ SSRS reports

Explore the iMIS reports library


Customers = MEMBERSHIPBilling = DUESCertification = CERTIFYAR/Cash = ARFundraising = FREvents = MEETINGOrders = ORDERCHAPTER, COMMITTEES, SYSTEM









• Continuum:

Explore the iMIS Reports Library: Staff Site

Explore the iMIS Reports Library: Staff Site - Membership

Explore the iMIS Reports Library: Staff Site - Events

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

Explore the desktop iMIS reports library

Part of the downloads include a BO and IQA:

• ReportDesc.xml• iMIS Desktop

Reports Query.xml

• 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

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

How to import business object and query

From the HOV Lane:

Which reporting tools are you

currently using the most?

Answer the poll question now to share.

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 6th, 9:35 am – 10:35 am “Moving Crytsal reports to IQA or

SSRS”❏ Friday, April 6th, 11:15 am – 12:15 pm “IQA for the Beginner”❏ Microsoft SSRS Training (i.e. Lynda.com)


❏ Online iMIS tutorial videos

❏ ASI Help documentation (help.imis.com)

❏ NiUG community (niug.org)

❏ Personalized training from your AiSP

❏ Google

❏Query Browser Tool❏ C:\Program Files (x86)\ASI\[iMIS Install]\Net\bin\QueryBrowser.exe


❏Query Browser Tool❏ Search Queries

❏ By Name❏ By Sources


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

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

#5

#5

IQA Query and SSRS - better together

❏ Dynamic results

❏ One report on both Staff and Member sites

❏ Control over included data

❏ Branded unique printed materials

iMIS Staff Site

❏ Quick access dashboards by module

❏ IQA driven searches

❏ SSRS reports for printed materials

❏ Dynamic report data (ie badge reports)

❏ AR statements

iMIS Staff Site

iMIS Staff Site

iMIS Staff Site

IMIS Classic: Print Profile

iMIS Staff Site – Where is Print Profile?

• Find Contacts, Account Profile Page

• 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

How to find where a report is: Print Info Button on Profile

Staff Site-Community Dashboard: Contact Reports

Staff Site: Event Dashboard & Reports

From the HOV Lane:

Which key reports are you generating from the Staff site?

IMIS Classic: AR Statement

Staff Site: AR Statement

• Find Contacts, Account Profile Page, Participation Tab

iMIS Member Site

❏ Two birds, one feeder

❏ Use the same report, different site

❏ Reprinting materials (ID cards, certificates, invoices, receipts)

iMIS Member Site

iMIS Member Site

IQA Query results+ formatted SSRS Report+ iParts= SELF SERVICE

From the HOV Lane:

What types of self service do you want to offer on your member

site?

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

From the HOV Lane:

How many of you are currently using

IQA queries?

Answer the poll question now to share.

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

IQA Queries: Customers

IQA Queries: Events

IQA Queries: Fundraising

IQA Queries: Orders

IQA Queries

IQA Queries

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

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


Find full details athttp://help.imis.com/iMIS2017/New_Features_and_Enhancements/iMIS_2017_New_Features_and_Enhancements.htm

http://help.imis.com/iMIS2017/New_Features_and_Enhancements/iMIS_2017_New_Features_and_Enhancements.htm


Find full details athttp://help.imis.com/iMIS2017/New_Features_and_Enhancements/iMIS_2017_New_Features_and_Enhancements.htm

http://help.imis.com/iMIS2017/New_Features_and_Enhancements/iMIS_2017_New_Features_and_Enhancements.htm

Another location for ASI reports

http://help.imis.com/iMIS2017/Features/Continuum/Provided_reports/Provided_reports.htm

http://help.imis.com/iMIS2017/Features/Continuum/Provided_reports/Provided_reports.htm

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.

Modifying SSRS Report for your needs – Basic Steps

From the HOV Lane:

For those not on iMIS 2017, is

upgrading on the horizon?

Answer the poll.

No rear view mirror needed

● Welcome change

● Prepare for the inevitable

● Take advantage of

technology

● Make iMIS work for you

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

Questions?

• Raise your hand to share your question with everyone.

STRATEGIC PARTNERS

CORPORATE PARTNERSAmericaneagle.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

Thank You to Our Partners

Documents

Where can I find this report? - Home | NiUG International · 2018. 3. 29. · What your GPS may not know yet iMIS 2017 focused on Staff site New features to help with reporting needs