Remember to save regularly while you complete the performance report template. For example, ‘Blue River Trust 31 March 2016’. In File name, type in your Charity’s name, and the date of the financial year end.You may want to create a folder to save all your Performance Reports in. Choose where you want to save, such as in your Documents.It’s a good idea to save the template file with your charity's name and the financial year end date, and save it in a place that is easy to find later. When you first download and open the template, you might need to click Enable editing so that you can save and edit the template. Go to the 'Tier 3 Annual Reporting Guide, template, standard, and guidance notes' page to download The Standard is the legal document which sets out the minimum content and quality of the performance report. The Guidance Notes tell you what information goes in the performance report template and provides references back to the Standard. Together, the template and the guidance notes will help charities complete a performance report that meets the Tier 3 Standard. The Guidance Notes are designed to be used alongside the performance report template. You can find the performance report template on the Charities Services website. Return to top ↑ 1.2 Download the template This tutorial is also available in a series of short videos. Then in the ‘How to…’ section, we cover the things you’ll need to know to use the key functions of the Excel template. In this tutorial we start with 'A quick tour' to introduce you to the template and give you a few helpful tips to get started. You don’t have to be an expert to use the Tier 3 Excel template. If you are new or not very familiar with Excel, you don’t need to worry.
0 Comments
Leave a Reply. |