Reports

With iMIS, all interactions with members, donors, and constituents — whether online or offline — are stored in one centralized database. This enables organizations to generate in-depth data about constituents with custom reports and uncover key trends across the entire organization using interactive dashboards.

iMIS Report Writer

The iMIS Report Writer is a web-based drag-and-drop report designer and interactive viewer embedded within iMIS. It provides secure access to iMIS data sources including business objects and IQA queries, offering complex reporting features, visualizations, and dashboards.

Key features

ExpressViews:

• Simple on-the-fly reports with drag-and-drop grouping, sorting, filtering, and formatting.
• One-click charts.
• Export options including PDF, RTF, CSV, and Excel.

Advanced reports:

• Familiar report-designer interface with integrated wizard.
• Formulas and conditional formatting.
• Integrated visualizations with drag-and-drop functionality.
• In-context grouping and summarizations.
• Data merging without requiring data-model knowledge.
• Convert ExpressView reports to advanced dynamic crosstabs.

Dashboards:

• Combine multiple reports onto a design canvas.
• Real-time interaction with dynamic filtering and drilldowns.

Reports and Dashboards

iMIS includes standard reports and dashboards for monitoring membership, fundraising, events, product sales, and financials. Organizations can modify existing reports or create new ones.

Key features

• Modify existing reports or create custom versions.
• Automate distribution and management across the organization.
• Track key performance indicators using visual dashboards.
• Build custom visual dashboards.