On-Line Charity Reporting: User Guide
Contents
1. 2011_09_9991_Test Charity 1 xls 2011_08_9991_Test Charity 1 xls 2011_07_9991_Test Charity 1 xls 2011_06_9991_Test Charity 1 xls Action Archive v GO Archived Reports Home About us News Charities Employers Employees Every Penny Helps Registered User Login Contact Us Links 6 The File Download dialog will then be displayed as shown below and you can Open or Save the file as required Name 2011 11 9991 Test Charity 1 xls Type Microsoft Excel 97 2003 Worksheet 2 65KB From www charitablegiving co uk Always ask before opening this type of file While files from the Intemet can be useful some files can potentially ham your computer f you do not trust the source do not open or save this file What s the risk Other files can then be downloaded in the same way and downloaded files remain in the list of files under Current Reports until moved to Archived Reports or Deleted Please note however that to conserve space files older than 180 days will be deleted automatically if you require a report that has been removed please contact Charitable Giving and there may be an additional charge for this service On Line Charity Reporting User Guide Ver 1 3 Page 3 of 5 7 To view any Archived Reports Current Reports Filename 2011_11_9991_Test Charity 1 xls Download 2011_10_9991_Test Charity 1 xls Download 2011_09_9991_Test Charity 1 xls Download 2011_08_9991_Test Charity 1 xls E 20112. sCharitableGiving we make giving easy On Line Charity Reporting User Guide You could make a world of difference On Line Charity Reporting User Guide Welcome to Charitable Giving s Charity On Line Reporting facility The facility is easy to use and designed to allow you to manage your report files downloading as necessary as well as archiving and or un archiving deleting files as required Details of how to do this are set out in this User Guide Good luck 1 To access reports for your charity first go to www charitablegiving co uk and then 2 sCharitableGiving we make giving easy About us News Payroll Giving Options Accounts Corporate Services Every Penny Helps sienna nats Click on the User Login link So that s how you do it eg era VEER IVE Have you a story to tell about your charitable giving Why not share it here in our employer case study showcase For details contact marketing charitablegiving co uk Payroll Options Giving Accounts ways to give News PayrollGiving YourEmployer Who administers your employer s Payroll Giving a a aT Branded PayrollGiving YourEmployer a recent addition to the website is a 2 At the On Line User Login screen a CharitableGiving we make giving easy About us News Payroll Giving Options Accounts Every Penny Helps Corporate Services Downloads Links On Line User Login F you are a registered o
3. _07_9991_Test Charity 1 xls o 2011_06_9991_Test Charity 1 xls Action Archive Archived Reports Filename 2011_05_9991_Test Charity 1 xls Download 2011_04_9991_Test Charity 1 xls Download 2011_03_9991_Test Charity 1 xls Da Action Unarchive 8 Any number of Current Reports can be archived as a batch by Current Reports inina Selecting the file s by clicking the box to the left of the name s 2011_11_9991_Test Charity 1 xls 2011_10_9991_Test Charity 1 xls 2011_09_9991_Test Charity 1 xls MR Eal 2011_08 9991 Tes Download E _0 _9991_Test Charity 1 xls Download 2011_06_9991_Test Charity 1 xls Download Archive G0 Delete 2 Selecting Archive from the dropdown in the Action options window and then pressing GO button 2011_05_9991_Test Charity 1 xls 2011_04_9991_Test Charity 1 xls 2011_03_9991_Test Charity 1 xls Download Action Unarchive v Alternatively files can be similarly deleted from the Current Reports list by selecting the Delete option instead 9 In a similar manner files can be moved from Archived Reports to Current Reports using the Unarchive option followed by GO having selected the required files as before Archived Reports 2011_05_9991_Test Charity 1 xls Download W 2011_04_9991 Test Charity 1 xls Download 2011_03_9991_Test Charity 1 xls Download Action Unarchive x Unarchive On Line Charity Reporting User Guide Ver 1 3 Page 4 of 5 10 It is worth noting that w
4. ds gt Literature On Line Charity Reporting User Guide Ver 1 3 Page 5 of 5
5. hen using the Archive Delete and Unarchive functions all files can be selected by aCharitableGiving Contact us we make giving easy About us News Payroll Giving Options Accounts Every Penny Helps Corporate Services Downloads Links Charity Reporting Welcome Test Charity 1 Clicking in the box to the left of Filename The following reports are available fa ive or delete report s Click the Download link against a report to savegy check the relevant box es and use the drag Current Reports 2011_11_9991_Test Charity 1 xls Download 2011_10_9991_Test Charity 1 xls Download W 2011_09 9991 Test Charity 1 xls Download 2011_08_9991_Test Charity 1 xls Download 2011_07_9991_Test Charity Lads Download W 2011_06_9991 Test Charity 1 xls Download Action Archive GO Archived Reports Home About us News Charities Employers Employees Every Penny Helps Registered User Login Contact Us Links 11 When you have finished your session you can logout by Charity Reporting Welcome Test Charity 1 The following reports are available for download archiving and deletion Click the Download link against a report to save it to your own system To archive or delete report s check the relevant box es and use the drop down facility below Clicking on the Logout link Additional copies of this User Guide can be obtained from www charitablegiving co uk gt Downloa
6. n line user login using your Email address and Password below Email address testchar1 charitablegiving co uk Password eecccece Forgotten password Enter Email Address and Password and then click on the Login button Not registered to use our on line services On Line User Registration Home About us News Charities Employers Employees Every Penny Helps Registered User Login Contact Us Links On Line Charity Reporting User Guide Ver 1 3 Page 1 of 5 3 After your Email Address and Password have been validated a CharitableGiving Contact us we make giving easy EE ii About us News Payroll Giving Options Accounts Every Penny Helps Corporate Services Downloads Links Charity Reporting Welcome Test Charity 1 Logout For additional security please enter your Charity Reference below and press Submit Charity Reference 9991 Enter your Charity Reference and then press Submit Home About us News Charities Employers E You will have received your Charity Reference s in the email confirming your registration and account activation 4 The Current Reports available for your charity will then be listed the most recent first according to the format YEAR MONTH_CHARITY REFERENCE_CHARITY NAME as shown below aCharitableGiving Contact us we make giving easy About us News Payroll Giving Options Accounts Every Penny Helps Corpora
7. te Services Downloads Links Charity Reporting Welcome Test Charity 1 Logout The following reports are available for download archiving and deletion Click the Download link against a report to save it to your own system To archive or delete report s check the relevant box es and use the drop down facility below Current Reports Ca SSS 2011_11_9991_Test Charity 1 xls Download 2011_10_9991_Test Charity 1 xls Download 2011_09_9991_Test Charity 1 xls Download 2011_08_9991_Test Charity 1 xls Download 2011_07_9991_Test Charity 1 xls Download 2011_06_9991_Test Charity 1 xls Download Action Archive Archived Reports Home About us News Charities Employers Employees Every Penny Helps Registered User Login Contact Us Links On Line Charity Reporting User Guide Ver 1 3 Page 2 of 5 5 Files can be downloaded one at atime To Download a file aCharitableGiving Contact us wemakegivingeasy EE ti About us News Payroll Giving Options Accounts Every Penny Helps Corporate Services Downloads Links Charity Reporting Welcome Test Charity 1 Logout The following reports are available for download archiving and E T E T DN 1 Select the file by clicking the box to the left of the name check the relevant box es and use the drop do Current Reports Filename D S 2011_11_9991_Test Charity 1 xls 2 Click the Download link 2011_10_9991_Test Charity 1 xls
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