MIP Ideas Portal

1 Vote

12-Month Reporting

Create a Statement of Revenues and Expenditures for a specific Grant showing every month (Oct, Nov…) for 12 months and print landscape. This type of report helps see trends in spending. User would be able to select which Grant and the period (to...

Created 7 Jul 07:36pm by Guest

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

7
10 Vote

Show report filters in report header

Provide transparency for users of reports

Created 24 Sep 04:47pm by Guest

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

2
1 Vote

Drill down on a transaction by clicking on a report entry. Quickbooks has this feature.

By bringing up a transaction by clicking on a report entry it saves the time from having to go through the laborious steps of going through the account balances function and hunting for the transaction in question. The entire transaction could be ...

Created 28 Mar 01:47pm by Guest

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

0
4 Vote

Drill Down in Fin Reports for the PERIOD Reports

It would be helpful for a few reports we need. when analyzing totals and detail to see what is in a total on the period report. Since I could compare multiple prior years to see what makes the difference from current years and budgets. It's al...

Created 12 Jan 07:24pm by Guest

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

0
5 Vote

Exporting reports to Excel - Keep the formulas

Currently when you export a report to excel, the formulas are lost and hard coded numbers (such as sums) are included in the excel report. There are times we need to modify the excel report and it would be great to have the formulas so that the t...

Created 28 Nov 10:30pm by Kristin Rugen

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

4
7 Vote

Ability to setup default folder for saving a report exported to PDF or Excel

Currently when I run a monthly financial and choose to export as a PDF or Excel document, the default save to folder is a MIP Share Temp file. This requires me to browse through multiple folder paths to reach the correct one. I would like the abil...

Created 28 Aug 08:22pm by Jessica ackley

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

0
4 Vote

Add more report date items (report period filters)

It would very helpful to have more report filter such as: This fiscal year to last quarter This fiscal year to last month This quarter to last month This calendar year to last quarter This calendar year to last month

Created 22 Jun 03:13pm by Guest

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

0
1 Vote

Print a Reports List by Category

Too often reports are generated for a one-off purpose and then are never deleted from the reports list. This would aid in cleaning up these lists by circulating them to the users and have them identify those reports that they use on a regular basis.

Created 29 May 05:21pm by Guest

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

1
11 Vote

Create a Functional Expense Report Format

We are required to submit a functional expense report for our audit that shows how all salaries or other line items are broken between our programs. Right now there is not an option to create separate columns for each program, we have to print our...

Created 16 Feb 04:20pm by Barbara Finke

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

6
1 Vote

Drillpoint Speed

Suggestions for speeding the "Refresh" process up? We've tried putting both Abila and Drillpoint on the server with the most processing capability and are using remote desktop to run the reports directly from the server versus our laptops. Our IT...

Created 19 Jan 03:53pm by Guest

MIP - Fund Accounting / Advanced Reporting (Drillpoint)

2