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.
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:
| Desktop | Staff site |
|---|---|
| Board notification list | No equivalent report. For similar results, specify a program for the CompletedCertificates Report. |
| Component list | ComponentList Report |
| Program list | CertificationProgramList Report |
| Export reports | No equivalent report. To review enrollees by program, see Reviewing enrollments by program. |
| Component registration list | ProgramRegistrations Report |
| Component Roster report | ParticipantRoster Report |
| Program History report | No equivalent report. See Reviewing enrolee’s certification programs to view an enrollee's program history. |
| Student Transcript | To run the Transcript Report, see Reviewing enrolee’s certification programs. |
Contacts
The following table lists the contact reports in Desktop and their equivalent reports in the Staff site:
| Desktop | Staff site |
|---|---|
| Activity Detail by Name | Activity by Name |
| Activity Detail by Type | Activity by Type |
| CEU Detail Report | No equivalent report. See Defining and marking CEU attendance for more about Continuing Education Units. |
| Company Activity Spread report | No equivalent report |
| Activity Record Summary Counts report | No equivalent report |
| Member Profile | Member Profile |
| Labels |
The following label reports are available in the Staff site: |
| Rosters | No 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 report | No equivalent report. To locate duplicate contacts, see Managing multiple duplicates or use the $/ContactManagement/DefaultSystem/Queries/PotentialPartyDuplicates query. |
| Member/Contact Counts report | No equivalent report. Review the Community Dashboard or the $/Samples/Dashboards/Community/Contacts by type query. |
| Member Expiration Analysis report | Member Expiration Analysis |
| Record Change History report | Change Log |
| Count by Member Type spreadsheet report | Run 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 report | No 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:
| Desktop | Staff site |
|---|---|
| Badges report | Event Badges 8 per page |
| CEU Certificates report | Event Certificates |
| Meeting Registration Invoice report | Event Invoice |
| Meeting Index report | Meeting Index |
| Activity Planning report | Event Planning Report |
| Registration Class report | Run the $/Common/Queries/Value Lists/RegistrantClassesList query to view a list of registration classes. |
| Standard Resources report | No equivalent report |
| Rosters and Directories report |
The following event roster reports are available: |
| Meeting Status Summary report | Event Status Summary |
| Meeting Status report | Event Status Detail |
| Tickets report | Function Tickets |
| Meetings Cash Distribution report | No equivalent report. Run the AR Cash Daily Distribution Summary report to view a day-by-day transaction summary, by GL. |
| Meetings Receipt Transactions report | No equivalent report |
| Room Setup report | Use 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 Report | Use 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 report | No equivalent report. See Managing speakers to review speaker information for events. |
| Hotel Room Reports | Use 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:
Orders/Commerce
The following table lists the Orders reports in Desktop and their equivalent Commerce reports in the Staff site:
| Desktop | Staff site |
|---|---|
| Label report | Printing shipping papers |
| Backorder report | Backorder Summary |
| Daily Summary report | General Ledger Journal Daily Summary |
| Order Detail report | Order Detail Report |
| Orders by Product Category report | Product Sales by Category |
| Product Detail report | No equivalent report. Use the $/Samples/Dashboards/Commerce/Product Sales/Web Product Details query to view all web products along with their Category, Standard price, and Discount price. |
| Product Inventory List report | Product Inventory List |
| Product Price List report | Product Price List |
| Product Reorder List report | Product Reorder List |
| Product Sales by Category and Title report | Product Sales by Category |
| Warehouse Availability Analysis report | Product Inventory Quantity Analysis |
| Transactions by Date report | Inventory Transactions By Date |
| Unposted Transactions by Date report | Choose to return only unposted transactions for the Inventory Transactions By Date report. |