Oh, Crystal Ball, please tell me, IQA, Dashboard, or SSRS? · 2017. 8. 25. · • Funnel • Line...

Association Technology Solutions

WEBINAR SERIES

Oh, Crystal Ball, please tell me,

IQA, Dashboard, or SSRS?

Presented by:Association Technology Solutions


ABOUT ATS

• Serving iMIS community since 1995

• Full-service Authorized iMIS Solutions Provider (AiSP)

• Application development to extend the functionality of iMIS

• 2015 & 2016 Authorized iMIS Solution Provider (AiSP) of the Year


Moderator:

Richard Banks

Sales Manager

Association Technology Solutions, LLC

Direct: (571) 213-4785

Email: [email protected]

Presenter:

Stephanie Harms

Technical Support Specialist


Direct: (404) 216-2801


HOSTED BY


USING GOTOWEBINAR

• Attendees are muted to reduce background noise

• Remember to ask questions via the Questions panel

• Questions will be answered during Q&A after presentation is complete


WHERE ARE MY CRYSTAL REPORTS?

Crystal reports are going away,

so how are you going to pull all that data out of your database?

“Oh, Crystal Ball,

Do I really need to transfer ALL of my crystal reports to SSRS,

or can I use a different reporting mechanism?”


HOW CAN I VIEW ALL MY REPORTS

iMIS provides several ways for you to grab all the information you have

housed in your database and easily display it for your staff and members.

• IQA

• Dashboards

• SSRS Reports

How do I choose the RIGHT one?


IQA


WHAT IS IQA?

Intelligent Query Architect (IQA) is a query-building tool that extracts

data from the iMIS database. IQA simplifies query-building tasks by

providing a user-friendly interface that makes it easy for a user to build

queries and reports.


WHAT CAN I DISPLAY?

• Display targeted information to users

• Present queries to users with runtime prompts

• Allow users to create ad hoc, dynamic reports

• Organize data for mailings and letter merges

• Gather data for business analysis


WHY WOULD I USE IQA?

• Member search on your website

• Generate and export lists to Word, PDF, Excel or XML

• Sources for dashboards

• Create recipient lists for e-mail communications


EXAMPLES

• Active members by type

• Company rosters

• Committee rosters

• Recent orders

• Event registrations

• Donations by month


HOW CAN I DISPLAY AN IQA QUERY

• Query Chart Viewer

• Query Menu

• Progress Tracker

• Summary Display


QUERY CHART VIEWER

Display your query results in one of the following chart types:

• Area

• Bar – Horizontal

• Bar – Vertical

• Bubble

• Donut

• Funnel

• Line

• Pie


QUERY MENU

Select the IQA query you wish to display, then give it a title, parameters,

columns, labels, and sorting you need. You can also allow users to export

the results.

No need to pick just one! Display several queries in a folder and allow

users to utilize a drop down menu to select the report they wish to run.


PROGRESS TRACKER

The Progress Tracker allows you to display progress towards a goal

based on the results of an IQA query.


SUMMARY DISPLAY

Summary Display allows you to display a single row of query results in

a form view.


DASHBOARDS

Dashboards display summary information through the use of IQA queries.


WHAT IS A DASHBOARD?

Out of the box dashboards include Community, Membership, Events,

Commerce, Fundraising, and Advanced Email. These dashboards

provide a summary of these navigation items.

Dashboards allow you to visualize your data using charts, graphs,

progress trackers, and alerts. View yearly trends, membership totals,

and fundraising goals all in one place.


HOW DO I POPULATE A DASHBOARD?

Using the IQA related dynamic content items, or iParts, you can display

any IQA query on any dashboard.

You can even create new dashboards for members of your staff or

particular members including an Executive and/or Board Member

dashboards!


SSRS

SQL Server Reporting Services (SSRS) can be used for both static and dynamic reporting needs in iMIS. You can create these reports starting with an IQA query.


WHY WOULD I USE IT?

Take advantage of the power of IQA before converting your report to

SSRS.

Some situations that require Reporting Services over IQA include:

• Display a different type of chart or graph than is available

• Change the chart from listing counts to showing percentages

• Add special header/footer, logos, and print layout for printing

purposes

• Output records in a list format with one per page

• Add additional parameters not found in a business object


NEXT STEPS

To get started with converting your old Crystal Reports, sit down with your staff and determine what reports you still use and will need converted. Start with the following questions:

• Do I need to print off this report to hand to someone? SSRS

• Do I need to display this information for an executive or member to see? Dashboard

• Is this an internal report that our staff uses on a daily basis? IQA and possibly on a Dashboard

• This report is not run frequently, but I need the data for analysis. IQA

• I have several ad hoc searches that I use to send communications to membership. IQA


Moderator:

Richard Banks

Sales Manager


Direct: (571) 213-4785


Presenter:

Stephanie Harms

Technical Support Specialist


Direct: (404) 216-2801


QUESTIONS & ANSWERS


MORE FROM ATS

Looking for more from the experts at ATS?

Other Questions?


Online: http://www.atsol.org

Phone: (720) 945-7252

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http://atsol.org/Webinars

schedule of upcoming webinars

http://atsol.org/PastWebinars

video recordings and downloadable

presentation slides

mailto:[email protected]

http://www.atsol.org/

http://atsol.org/Webinars

http://atsol.org/PastWebinars

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Oh, Crystal Ball, please tell me, IQA, Dashboard, or SSRS? · 2017. 8. 25. · • Funnel • Line...

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