1. Adaptive Insights - System & Reporting Walkthrough
Certified Public Accountants and Consultants
Benevolent and Protective Order of Elks of the United States of America
Adaptive Insights - System & Reporting Walkthrough
July 2019

2. YEARS OF EPM IMPLEMENTATION EXPERIENCE
About Morrison & Morrison
For more than 25 years, we’ve designed, implemented, integrated and supported financial management (ERP), business intelligence (BI) and enterprise performance management (EPM) solutions. Our team of CPAs and certified consultants specialize in corporate performance management and business analytics like Adaptive Insights for growing companies and nonprofits. By combining a roll-up-your-sleeves approach with uniquely flexible methodology, we configure and deliver a design that not only meets your needs, timeline and budget but also transforms your systems into a comprehensive intelligence solution.
25+
YEARS OF EPM IMPLEMENTATION EXPERIENCE

3. Team M&M Team Marc Moskowitz, Partner Kyle Nesslar, Team Lead
Chris Connelly, Senior Development Consultant
Gene Kucher, Senior Consultant

4. Adaptive Reporting Walkthrough
Login Screen
Change Password
Set Homepage
Reporting
Lodge Submission Status
Profit & Loss
Balance Sheet
How to get login / support

5. Logins After viewing email Pat Russell – pat_russell@outlook.com
Subject – Adaptive Insights login for [Your district/state/name]
Body - Include your Name, Title, District & State. Please also include the date of the training seminar you attended. If you watched the online video follow the instructions at the end.
Pat will respond with your login and temporary password within 1-2 days.

6. Login - Example

7. Support For non-login related support email elkshelp@morrmorr.com
Training webinar will be posted at Elks.org
Also available at
Adaptive login page at