All reports in the Staff site are created using either IQA, or an extension of Microsoft called SQL Server Reporting Services (SSRS). There are also reports that combine IQA and SSRS, where the IQA is used to define and pull the data, while SSRS is used to define the layout of the report.
You can run out-of-the-box reports on a variety of data within iMIS. Using an IQA or SSRS report is how you can get report data on the web.
You may in certain situations want to modify an existing SSRS report. To add or remove information from the report, you must download its RDL file and make adjustments to the SQL that the report uses. For more information about modifying a report, see Modifying and creating reports.
Note: Printing a report using IE11 requires that the browser be in Enterprise Mode. Contact Tech Support for assistance.
Note: To print a report, export the report using the PDF or Excel buttons, then print the exported report.
For more information, see Membership.
iMIS provides several out-of-the-box Membership reports. To access Membership reports go to Reports > Membership reports.
The following Membership reports are available:
Billing Product List
This report provides a detailed listing of billing products grouped by product type, including GL Income Account and price.
Member Expiration Analysis
List the number of members expiring in each month and year by the customer type.
Membership Billing Batch Detail
Provides batch details for accrual membership billing batches. Grouped by Batch Number and Bill to ID, and includes only the following product types: DUES, CHAPT, SEC, SUB, VOL, and MISC.
Membership Billing Batch Summary
Provides a batch summary for accrual membership billing batches. Grouped by Batch Number, Member Type and Product Code, and includes only the following product types: DUES, CHAPT, SEC, SUB, VOL, and MISC.
Membership Billing Cash Distribution
Membership billing transaction detail, grouped by distribution and account number.
Outstanding Dues Balances by Member
Lists all unpaid members with the dues lines and amounts outstanding.
Outstanding Dues Balances by Product
Lists all unpaid fees grouped by product, including the member and amount outstanding.
Renewal Notice
Prints a renewal notice with a remittance stub. Optional filters for member ID and billing cycle.
For list bill notices that are sent to an entire company, the renewal notice will contain serveral line items for all of the members included in the list bill.
