iMIS Desktop to Staff site: Migrated reports

Many reports available in Desktop have been migrated to the Staff site. The migrated reports are no longer Crystal reports, and instead their format is either SQL Server Reporting Services (SSRS) or Report Writer (out-of-the-box iMIS reporting tool). This article covers comparable reports and alternative methods to retrieve information for reports which have not been migrated.

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Note

Many provided SSRS reports are also available as samples in Report Writer. If you prefer using Report Writer reports, review the Sample Report Writer reports.

Accounting

The following table lists the Accounting reports in Desktop and their equivalents in the Staff site:

Billing/Membership

The following table lists the Billing reports in Desktop and their equivalent Membership reports in the Staff site:

Certification

The following table lists the Certification reports in Desktop and their equivalent reports in the Staff site:

Contacts

The following table lists the contact reports in Desktop and their equivalent reports in the Staff site:

DesktopStaff site
Activity Detail by NameActivity by Name
Activity Detail by TypeActivity by Type
CEU Detail ReportNo equivalent report. See Defining and marking CEU attendance for more about Continuing Education Units.
Company Activity Spread reportNo equivalent report
Activity Record Summary Counts reportNo equivalent report
Member ProfileMember Profile
LabelsThe following label reports are available in the Staff site: - 2 Up Labels A4.rdl - 2 Up Labels.rdl - 3 Up Labels A4.rdl - 3 Up Labels.rdl
RostersNo equivalent report. To export lists of contacts, use the contact directory queries ($/ContactManagement/DefaultSystem/Queries/Directory). For more information, see Finding contacts.
Duplicate Match Key Analysis reportNo equivalent report. To locate duplicate contacts, see Managing multiple duplicates or use the $/ContactManagement/DefaultSystem/Queries/PotentialPartyDuplicates query.
Member/Contact Counts reportNo equivalent report. Review the Community Dashboard or the $/Samples/Dashboards/Community/Contacts by type query.
Member Expiration Analysis reportMember Expiration Analysis
Record Change History reportChange Log
Count by Member Type spreadsheet reportRun the $/Samples/Dashboards/Community/Contacts by type query to view member counts by type. This query is also available on the Community dashboard.
Table Listings reportNo equivalent report. To review the available General Lookup tables, see iMIS Tables.

Events

The following table lists the Event reports in Desktop and their equivalent reports in the Staff site:

DesktopStaff site
Badges reportEvent Badges 8 per page
CEU Certificates reportEvent Certificates
Meeting Registration Invoice reportEvent Invoice
Meeting Index reportMeeting Index
Activity Planning reportEvent Planning Report
Registration Class reportRun the $/Common/Queries/Value Lists/RegistrantClassesList query to view a list of registration classes.
Standard Resources reportNo equivalent report
Rosters and Directories reportThe following event roster reports are available: - EventRegistrantsReport.rdl - Formal Meeting Roster - Formal Meeting Roster by Organization - Function Roster - Meeting Roster - Order System Style - ProgramItemRegistrantsReport.rdl
Meeting Status Summary reportEvent Status Summary
Meeting Status reportEvent Status Detail
Tickets reportFunction Tickets
Meetings Cash Distribution reportNo equivalent report. Run the AR Cash Daily Distribution Summary report to view a day-by-day transaction summary, by GL.
Meetings Receipt Transactions reportNo equivalent report
Room Setup reportUse the Planning report to return all information related to the event plan, including room setup details. For more information, see Reporting on the event resources.
Room Setup Planning ReportUse the Planning report to return all information related to the event plan, including room setup details. For more information, see Reporting on the event resources.
Speaker Evaluation reportNo equivalent report. See Managing speakers to review speaker information for events.
Hotel Room ReportsUse the Planning report to return all information related to the event plan, including hotel plans. For more information, see Reporting on the event resources.

Fundraising

The following table lists the Fundraising reports in Desktop and their equivalent reports in the Staff site:

DesktopStaff site
Appeal Activity Report (Crystal)Source Code Activity Report
Appeal Performance Analysis (Crystal)Source Code Performance Analysis
Appeal Expense reportLegacy Campaign Performance Analysis
Appeal Setup Report (Crystal)No equivalent report. Use the $/CampaignManagement/DefaultSystem/Queries/AppealList/ActiveAppeals query to review active appeals.
Campaign Activity Report (Crystal)Campaign Activity
Campaign Setup Report (Crystal)No equivalent report. Use the $/CampaignManagement/DefaultSystem/Queries/CampaignList/AllCampaigns query to view all campaigns.
Distribution Activity by Campaign (Crystal)Gift Item Activity by Campaign
Distribution Activity Report (Crystal)Gift Item Activity Report
Distribution Performance Analysis (Crystal)Gift Item Performance Analysis
Distribution Setup Report (Crystal)No equivalent report. Use the $/Fundraising/DefaultSystem/Queries/Gift items query to view all gift items.
Donor Club Setup Report (Crystal)No equivalent report. Use the $/Fundraising/DefaultSystem/Queries/DonorClubs/All Donor Clubs query to view all donor clubs.
Donor Renewal Analysis by Calendar Year reportDonor Renewal Analysis by Fiscal Year
Fund Activity Report (Crystal)Fund Activity Report
Fund Performance Analysis report (Crystal)Fund Performance Analysis
Fund Setup Report (Crystal)No equivalent report. Use the $/Fundraising/DefaultSystem/Queries/ValueList/FundCode_Legacy_List query to view the available funds and their codes.
Gift Confirmation Report (Crystal)Gift Confirmation Report
Meeting Giving Detail (Crystal)Meeting Giving Detail
Meeting Giving Summary (Crystal)Meeting Giving Summary
Memorial TributeMemorial Tributes
Monthly Donations Summary by Fiscal Period Report (Crystal)Monthly Donations Summary by Fiscal Year
Monthly Donations Summary Report (Crystal)Monthly Donations Summary
Outstanding PledgesOutstanding Pledges
Past Due PledgesPast Due Pledges
Pledge Confirmation Report (Crystal)Gift Confirmation Report
Pledge Details ReportPledge Details
Pledge Income Forecast (Crystal)Pledge Income Forecast
Previous/Current Period Comparison Details reportPrevious/Current Giving Comparison Details
Previous/Current Period Comparison Summary reportPrevious/Current Giving Comparison Summary
Receipt reportNo equivalent report. To issue or review gift receipts, see Issuing and viewing charitable gift receipts.
Receipt Thank You reportNo equivalent report. To issue custom gift receipts, see Tailoring the gift receipt and email template.
Register reportNo equivalent report. To review issued receipts, see Finding issued receipts.
Replacement Receipt reportNo equivalent report. To issue replacement receipts, see Issuing replacement receipts.
Request Report (Crystal)No equivalent report. Use the $/Fundraising/DefaultSystem/Queries/Requests/GiftRequestsByDonor query to view gift requests.
Soft Credit Report (Crystal)Soft Credit Report
Solicitor Performance Analysis (Crystal)No equivalent report. View the Moves management dashboard for information on solicitors.
Solicitor Profile (Crystal)No equivalent report. View the Moves management dashboard for information on solicitors.
LYBUNTLYBUNT
SYBUNT Report (Crystal)SYBUNT
Yearly Giving Comparison by Calendar Year reportYearly Giving Comparison by Fiscal Year

Orders/Commerce

The following table lists the Orders reports in Desktop and their equivalent Commerce reports in the Staff site:


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