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Insider Secrets Reporting

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Introductions

Glen Strack

Senior Implementation Specialist

Vanessa Chambers

Director of Service Delivery and Product Management

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Housekeeping

Use Zoom’s Q&A for questions

Support for closed captions

Diverse group of Martus users

Video and PPT distribution

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AGENDA

Standard Financials

Personnel

ReportBuilder

Bonus Secrets

Insider Secrets - Reporting

Graphs

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Insider Secrets

Martus Status Score

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Martus Status Score

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Insider Secrets

Standard Financials

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Expand by All Dimensions – Income Statement

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Expand by All Dimensions – Income Statement

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Expand by All Dimensions – Detail Analysis report

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Expand by All Dimensions – Detailed Budget Analysis

Third Party Vulnerability testing

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Blank on Filters

Third Party Vulnerability testing

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Blank on Filters

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Dashes

Third Party Vulnerability testing

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Dashes

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Dashes

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Drill into Budget from Income Statement

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Sort by Multiple Columns

Third Party Vulnerability testing

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Sort by Multiple Columns

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Multi-Year reports – Income Statement

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Multi-Year reports – Income Statement

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Multi-Year reports – Multi Year Budget to Actual report

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Multi-Year Reports – ReportBuilder

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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Default Views

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Default Views

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Saved Reports

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Saved Reports

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Martus Excel Reports with Multiple Tabs

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Martus Excel Reports with Multiple Tabs

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Insider Secrets

Personnel Reports

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Positions and Pay Report

Personnel Module available at Advanced and Advanced Plus Subscriptions

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Insider Secrets

ReportBuilder

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder – Icons

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder – Icons

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder – Icons

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder – Notes

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder - Hidden Columns and Rows

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder - Drag and Drop Columns

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder – Sections (Report within a Report)

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder – Filter by Reporting Groups

Reporting Groups available at Advanced Plus. ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder – Filter by Reporting Groups

Reporting Groups available at Advanced Plus. ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder – Filter by Reporting Groups

Reporting Groups available at Advanced Plus. ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder - Display Single Line with No Headers or Totals

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder - Display Single Line with No Headers or Totals

Formula to Pull in Income / Hide detail Income

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder - Expenses as Positive Except Total

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder - Expenses as Positive Except Total

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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ReportBuilder - Expenses as Positive Except Total

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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Insider Secrets

ReportBuilder

ReportBuilder is an Add On Module for Advanced and Advanced Plus implemented prior to 10-2022

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Insider Secrets

Graphs

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Graph Customization

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Graph Customization – Transformed Pie Chart

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

CASE STUDY

Winston-Salem, NC

Mission: “Calvary exists to help people set their hope in God and engage in the mission of God.”

Use Martus for Budget and Reporting

API pulls nightly financials from Sage Intacct into Martus

Attendance data is currently in Church Mgmt. database and Excel

Board Report will be presented in PPT

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

Cloud

Publish to the Cloud

Pull into presentation

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

Graphs created on Power BI Desktop

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

Reports created on Power BI Desktop

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

Publish to Power BI Cloud

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

Power BI Cloud Options

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

Power BI Cloud Options

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

Power BI to PPT

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Martus Connector

Martus Connector is an Add On Module available at Advanced Plus and Enterprise subscription levels

PPT Slides - Updatable

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Insider Secrets

Bonus

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Windows Browser Tips

Keystrokes	Results	Reason to Use
CTRL Left Click on Link	Opens link on new tab	Use on any link in Martus in order to be able to switch between two different functions easily. ⬜ In Planner > Worksheets, hold CTRL as you Edit to open numerous worksheets on separate tabs ⬜ In Planner > SPW, hold CTRL as you click Edit to open numerous SPWs on separate tabs
CTRL SHIFT T	Opens a closed tab	Restore a tab that was accidentally closed
CTRL F	Find anything on the web page	Open the find box to search for text in the web page you are reading
SHIFT Scroll bar	Scroll left and right	Scroll on wide reports
F5 or CTRL R	Refresh or Reload a web page	Refresh the Active Window
ALT ←	Opens previous web page	If you accidently go to another page, it quickly returns to prior page
TAB TAB SHIFT	Move between fields you are filling out	Faster data entry when inputting data in budget worksheet
CTRL +	Increase text size	Increase the size of text that is too small to read
CTRL -	Decrease text size	Allows you to see more of a large web page