How do I create and submit my Fundraising reports?

Once users are added to the Salesforce Community Portal, they will receive an email with a link and login details. Follow the link to the portal or login through the MakeWay website.

Creating Your Fundraising Activity Report

  1. Once you are logged in, click on the CRA Activity Reports tab.
  1. All of your previously created and/or submitted CRA Activity Reports will appear. To view a previously submitted report, click on the Activity Report Name
  2. To submit a new report, click New in the top right
  1. The Fundraising Activity Report window will pop up since we are no longer requiring projects to submit PPDDA reports.
  1. In the Fund field, start typing your project number or name and click on the correct search result or click on the magnifying glass.
  1. Enter the Fiscal Year Reporting.

Note: The “Fiscal Year Reporting” is the Fiscal Year on which MakeWay will report to the CRA. If you are creating your reports after the end of the Fiscal Year, the fiscal year reporting is the previous fiscal year. For example, if you are submitting reports for activities taking place been October 1, 2021 and March 31, 2022, the fiscal year reporting is 2022.  

  1. Select the reporting Period from the drop-down. We ask projects to report twice a year, once for April-September and once for October-March. Each reporting period requires a separate report.
  2. Check the No Activity to Report box if you do not have any activities to report during this period.
  3. Click Save.
  4. Once you have saved your report, the window will close. If you have no activity to report, you can now submit for approval by selecting Submit for Approval in the top right.
  5. If you need to make edits to the general details of the report you just created, click Edit in the top right.

Adding Activities to your Fundraising Report

To add activities, you must first create the Fundraising Activity Report. Please see above for how to create a report.

  1. Click on the CRA Activity Reports tab in the top menu bar
  2. Click the New Activity tab
  3. Use the lookup field to find the report that you want to add activities to
  1. Click on the Activity Report Name of the report you want to add activities to
  2. Enter the requested information in the Fundraising Activity Information section
  3. Enter any Staff Costs and Other Costs associated with the activity
  4. To add additional costs, click on Add Row. Repeat until all costs have been added. Note: You will not be able to add additional costs once the report is saved, so make sure to add all costs before saving.
  5. Click Save Activity
  6. Once you have reviewed, click Submit for Approval

Editing Reports and Activities

  1. To edit the basic details of a report, simply click on edit from the main report
  1. To edit or delete an Activity on a report, click on Additional Details from the main report and then select the Activity that you want to edit or delete.
  1. Click Save

Once you have submitted your report for approval you will receive a confirmation email. The report will be reviewed by your project specialist, who will either approve the report or request additional information. If additional information is required, you will receive an email specifying the details needed. If your report is approved, you will receive an email confirming approval.

If you have any questions or experience any issues, please contact your project specialist.