Report Types
The reports and outputs available through the iMIS Customer Management, Events, and Fundraising modules are generated from information gathered during customer entry, registration entry, gift entry, order entry, and planning processes. The following standard reports are available:
■ Activity - Generates a list of activities for individuals.
■ Badges - Prints groups of badges using a variety of formats for both continuous-fed and laser printers. (Events only)
■ Certificates - Formats and produces continuing education, appreciation, and customer certificates at the event, function, or committee level. (Customer Management and Events)
■ Confirmations - Prints confirmation letters or postcards for event registrations. Each printing run consists of the new registrants entered since the last printing run. (Events only)
■ Export - Exports a variety of field and file data.
■ Hotel - Prints hotel booking/availability, rosters, and transfer information. (Events only)
■ Invoices - Prints invoices for event registrations and orders. (Events and Orders only)
■ Issue - Prints reminders for donors who have made pledges or who have committed to new gifts on a certain date. (Fundraising only)
■ Labels - Prints groups of labels using a variety of sizes and layouts. (Customer Management and Events)
■ Letters - Selects letter formats for printing mass mailings for event registrations and other customer activities. (Customer Management, Events, and Fundraising)
■ Meetings - Generates event reports from a group of indexes that list the events and related functions. (Events only)
■ Order Status - Generates a variety of detailed summary reports on open orders.
■ Planning - Generates room setup and general planning reports. (Events only)
■ Product - Prints product and product inventory reports.
■ Product Transactions - Generates reports on both posted and unposted product inventory transactions.
■ Profiles - Prints customer profile information.
■ Receipt - Prints receipts. (Fundraising only)
■ Receipt Thank You - Prints thank you letters. (Fundraising only)
■ Register Report - Prints detailed and summarized reports of receipts printed. (Fundraising only)
■ Replacement Receipt - Prints replacement receipts. (Fundraising only)
■ Reports - Prints detailed and summarized reports and analyses. (Fundraising only)
■ Rosters - Generates a variety of detailed rosters that list registrants or committee members for events or functions.
■ Statistics - Generates statistical analysis of data including event registrations and customer participation. (Customer Management only)
■ Status - Prints summary reports that recap registration and cancellation counts and fees. (Events only)
■ Tickets - Prints personalized tickets for functions. Each printing consists of new registrants entered since the last printing run. (Events only)
■ Transaction Lists - Generates accounting audit trail details and recaps reports that list activities based on the transactions generated through AR/Cash, Billing, and Events.