Use enter on your keyboard or click your left mouse button to move through the screens 1 For any CBISA TM questions contact Customer Support 4198854593 or supportlyonsoftwarecom ID: 487699
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Slide1
Reporting with CBISA Online™
Use
“enter” on your keyboard, or click your left mouse button to move through the screens
1
For any CBISA
TM
questions, contact Customer Support:
(419)-885-4593 or support@lyonsoftware.comSlide2
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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!
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©Lyon Software, 2013Slide4
Previewing a Report
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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.
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©Lyon Software, 2013Slide6
Step 1: Selecting the Report
Each menu contains a unique list of available reports
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©Lyon Software, 2013
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!Slide7
Step 1: Selecting the Report
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Complete Summaries offers you different ways to summarize your community benefit data.
©Lyon Software, 2013
Narrative
Reports allow you to pick and choose which
stories are
included in reports.
Control Listings reports
include detailed
and specific data.Slide8
Step 1: Selecting the Report
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©Lyon Software, 2013
Multi-Unit reports allow a System Administrator or Multi Coordinator to run combined reports.
IRS Form 990 Schedule H reports help complete Sections I, II, III & VI plus all worksheets.Slide9
Step 1: Selecting the Report
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Partnership Reports track relationships between Partners and other data records.
©Lyon Software, 2013
Create your own report with the Custom Report Generator.Slide10
Step 2: Choose from the available options
Report Orientation:
Portrait
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Portrait reports contain standard statisticsSlide11
Step 2: Choose from the available options
Report Orientation:
Landscaped
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©Lyon Software, 2013
Landscaped reports contain expanded statisticsSlide12
Step 2: Choose from the available options
Choose from specific
defaults.
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Step 2: Choose from the available options
Options allow you to include just the information you need on reports!
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Include one,
some,
or all
departments.
Enter your own unique numeric
parameters.
Report on specific
programs. Slide14
Step 3: Preview the report
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©Lyon Software, 2013
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.Slide15
Printing or Exporting the Report
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Report Taskbar
Export any report to another application. Export formats include Crystal Reports, PDF, Excel, Word, and RTF.
Send any report to a printer.
Move from page to page
Plus sign shows that your report has more than one page.
Search for keywords within the body of the report.
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Sample Reports
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Menu
I: Program Detail
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Shows all Programs with their associated statistics (Occurrences) for the selected date range
©Lyon Software, 2013Slide19
Narratives: All Narratives Including Linkages
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©Lyon Software, 2013
Narratives with Keywords and Linked RecordsSlide20
Complete Summaries: Unclassified Summary
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Shows all community benefit statistics including Financial Services & Programs with Occurrences
©Lyon Software, 2013Slide21
Control Listings: Occurrences-Selected Programs
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Provides the Occurrence Detail for the Program Detail Report
©Lyon Software, 2013Slide22
IRS Form 990 Schedule H: Part I Table #7
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©Lyon Software, 2013
Help for completing the IRS Form 990 Schedule HSlide23
Other Reports: Department List
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Complete list of all departments and contact information
©Lyon Software, 2013Slide24
Lyon Software…striving to make social accountability reporting a streamlined process…
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