| RDM | DAM* | PFM | BCM | BFM |
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*DAM can report as per RDM when required.
| Round Report Overview |
| Generate Round Report |
| Request Final Project Report |
| Abort Final Project Report |
| Submit Final Project Report |
| Approve Final Project Report |
| Additional Round Reports |
The Reports tab allows Round Managers to check on the reporting status of projects within the round, jump to the projects' Reports tab and generate informal reports about the projects within the Round. Reports created on a Round's Reports tab are not part of the formal process of reporting to Government or External bodies. Round Reports are for internal use only.
The Round Report is an Excel spreadsheet which includes the following details of projects within a Round:
1. Open the relevant Round and then select the Reports tab.
2. Select the Generate button to create the Round report.
3. Select the generated report's name to open or download a copy for your own records.
4. You will be asked to open or save the Excel spreadsheet. Select Open to view the report immediately or Save the file to your computer.
Some rounds have been configured to have one-off or final project reporting. This allows an external implementer to report at a project's completion rather than periodically though out the project’s lifespan. Round Managers can manually request a final project report from external implementers.
1. Open the relevant round and then select the Reports tab.
2. Select the Request Report button for the relevant project.
3. The report is now in External Reporting status and cannot be edited until the report has been submitted or aborted.
Final project reporting can be aborted if you need to change the Final Report form or the reportable outcomes.
1. Open the relevant round and select the Reports tab.
2. Select the Abort Report button for the relevant project.
3. Select Yes when prompted.
4. The report will now be returned to Pending status.
Round Managers can submit and approve project reports without submission from a Project Manager.
1. Open the relevant round and select the Reports tab.
2. Select the Report button for the relevant project to access the project’s Reports tab.
3. Select the Report button to view the relevant project report.
4. Review the project report before submitting it.
5. Select the Submit Report button to submit and approve the report.
6. Select Yes when prompted.
The report will now have the Approved status.
A final project report must be approved by a Round Manager after it has been submitted by a Project Manager.
1. Open the relevant round and select the Reports tab.
2. Select the Report button for the relevant project.
3. Select the Report button to review the relevant project report.
4. Select the Approve Report button to approve the report.
5. Select Yes when prompted.
The report will now have the Approved status. You will need to request an amendment from the Business Contract Manager, Business Financial Manager or Portfolio Manager if the external implementer needs to amend the report.
The Reports tab also allows you to generate reports to assist with tracking financial tasks and validated addresses of all projects under the Round. The following reports can be generated and downloaded as Excel spreadsheets:
1. Open the relevant Round and select the Reports tab.
2. Select the button that corresponds with the report you wish to generate.
3. You will be asked to open or save the Excel. Select Open to view the report immediately or Save the file to your computer.