Reporting with CBISA Plus™ 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) or

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CBISA Plus™ 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! 3 ©Lyon Software, 2013

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. 5 ©Lyon Software, 2013

Step 1: Selecting the Report Each menu contains a unique list of available reports 6 ©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!

Step 1: Selecting the Report 7 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.

Step 1: Selecting the Report 8 ©Lyon Software, 2013 IRS Form 990 Schedule H reports help complete Sections I, II, III & VI plus all worksheets. Multi-Unit reports allow a System Administrator or Multi Coordinator to run combined reports.

Step 1: Selecting the Report 9 Other Reports is a grab-bag of useful lists of defaults and other CBISA TM data. ©Lyon Software, 2013 Create your own report with the Custom Report Generator.

Step 1: Selecting the Report 10 Partnership Reports track relationships between Partners and other data records. ©Lyon Software, 2013 Needs Reports show all community need information plus any relationships to other data records.

Step 2: Choose from the available options Report Orientation:Portrait 11 ©Lyon Software, 2013 Portrait reports contain standard statistics

Step 2: Choose from the available options Report Orientation:Landscaped 12 ©Lyon Software, 2013 Landscaped reports contain expanded statistics

Step 2: Choose from the available options Choose from specific defaults. 13 ©Lyon Software, 2013

Step 2: Choose from the available options Options allow you to include just the information you need on reports! 14 ©Lyon Software, 2013 Report on specific programs. Include one, some, or all departments. Enter your own unique numeric parameters.

Step 3: Preview the report 15 ©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.

Printing or Exporting the Report 16

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. 17 ©Lyon Software, 2013

Sample Reports 18

Menu I: Program Detail 19 Shows all Programs with their associated statistics (Occurrences) for the selected date range ©Lyon Software, 2013

Narratives: All Narratives Including Linkages 20 ©Lyon Software, 2013 Narratives with Keywords and Linked Records

Complete Summaries: Unclassified Summary 21 Shows all community benefit statistics including Financial Services & Programs with Occurrences ©Lyon Software, 2013

Control Listings: Occurrences-Selected Programs 22 Provides the Occurrence Detail for the Program Detail Report ©Lyon Software, 2013

IRS Form 990 Schedule H: Part I Table #7 23 ©Lyon Software, 2013 Help for completing the IRS Form 990 Schedule H

Other Reports: Department List 24 Complete list of all departments and contact information ©Lyon Software, 2013

Needs Reports: Directory of Needs 25 Complete list of all Needs records from the Community Needs module ©Lyon Software, 2013

Lyon Software…striving to make social accountability reporting a streamlined process… 26