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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
Explore the iMIS reports library
Customers = MEMBERSHIPBilling = DUESCertification = CERTIFYAR/Cash = ARFundraising = FREvents = MEETINGOrders = ORDERCHAPTER, COMMITTEES, SYSTEM
Explore the iMIS reports library
Customers = MEMBERSHIPBilling = DUESCertification = CERTIFYAR/Cash = ARFundraising = FREvents = MEETINGOrders = ORDERCHAPTER, COMMITTEES, SYSTEM
Explore the iMIS reports library
Customers = MEMBERSHIPBilling = DUESCertification = CERTIFYAR/Cash = ARFundraising = FREvents = MEETINGOrders = ORDERCHAPTER, COMMITTEES, SYSTEM
Explore the iMIS reports library
Customers = MEMBERSHIPBilling = DUESCertification = CERTIFYAR/Cash = ARFundraising = FREvents = MEETINGOrders = ORDERCHAPTER, COMMITTEES, SYSTEM
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)
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
❏Query Browser Tool❏ C:\Program Files (x86)\ASI\[iMIS Install]\Net\bin\QueryBrowser.exe
Keep a toolbox in the trunk
❏Query Browser Tool❏ Search Queries
❏ By Name❏ By Sources
Keep a toolbox in the trunk
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
What your GPS may not know yet
Find full details athttp://help.imis.com/iMIS2017/New_Features_and_Enhancements/iMIS_2017_New_Features_and_Enhancements.htm
What your GPS may not know yet
Find full details athttp://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
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
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