Spring Hill, TN - Capital Business Solutions is offering solutions for nonprofit teams to connect to DrillPoint Reports, an Excel-based reporting app for nonprofits that use MIP Fund Accounting. The app helps nonprofit teams build financial statements, review budget activity, and generate transaction details without creating a new spreadsheet every time a board packet, audit request, or funder report is due.
Nonprofit accounting teams usually use different types of reports for different purposes. Whether the organization needs a financial summary, program budgeting information, or donor tracking, DrillPoint Reports gives MIP users a way to work with that data in Excel. This makes them easier to update, check, and reuse.
Turning MIP Data Into Stronger Financial Reports
DrillPoint Reports gives users access to financial data inside Microsoft Excel, where many accounting teams already feel comfortable building, formatting, and reviewing reports. The app can support simple reports as well as more detailed financial statements that use formulas, graphs, templates, and advanced Excel features.
Features of DrillPoint Reports include:
- Microsoft Excel integration with MIP Fund Accounting
- Access to financial data for custom reporting
- Pre-formatted financial statement templates
- Drill-down access from Excel to specific transactions and source documents
- Report customization with formulas, graphs, borders, logos, and other formatting
- What-if analysis for financial review and planning
- Statistical and outcomes measurement reporting using user-defined fields
- Grouping of account segments into a linear account report format
DrillPoint Reports gives finance teams more control over how MIP data is pulled, checked, and presented. Instead of rebuilding reports from exports, users can review activity by fund, department, program, grant, or other account segments, then drill into the transaction detail behind a number when someone has a question. That can be useful when preparing board packets, comparing budget-to-actual activity, responding to audit requests, or creating reports that need to show both financial totals and detail to support financial decisions.
Training and Report Writing Support
Capital Business Solutions also offers DrillPoint Reports software training. Training options include a Fast Track session that combines concept training with work in the client's database, giving staff a foundation for building reports while also applying those concepts to their own system. For organizations without the time or internal capacity to write reports from scratch, CBS also provides custom report writing support.
DrillPoint Reports is part of CBS's broader productivity app and consulting lineup for nonprofit accounting and fundraising teams. In addition to MIP-focused reporting support, Capital Business Solutions provides financial edge training, financial edge software guidance, Raiser's Edge training, and Raiser Edge consulting services for organizations working across Blackbaud and nonprofit financial management platforms.
For organizations using MIP Fund Accounting, DrillPoint Reports offers an approachable way to strengthen reporting without forcing teams to leave the spreadsheet environment they already use.
About Capital Business Solutions
Since 1997, Capital Business Solutions has supported nonprofit organizations with accounting, fundraising, and reporting system training and support. The company provides nationwide Financial Edge training and consulting for finance teams managing fund accounting, reporting, payables, receivables, and audit preparation. Their services also include Raiser's Edge training and Raiser's Edge consulting for development teams focused on donor records, campaigns, solicitations, and CRM workflows.
Email: bob.schilling@capitalbusiness.net
Media Contact
Name
Capital Business Solutions
Contact name
Bob Schilling
Contact phone
(843) 971-9061
Contact address
PO Box 157
City
Spring Hill
State
TN
Zip
37174
Country
United States
Url
https://www.capitalbusiness.net/
