How do I upload a graphic?

As an administrator you can upload a graphic to appear on the login screen and in the top-left corner of CharityTracker.

To upload a new graphic, click the "Admin" tab and then the "Settings" tab.

Click "Upload a new graphic" and then locate the image on your computer that you wish to upload. Click "Open."

The uploaded graphic will appear as a logo throughout CharityTracker. You can remove the image by clicking "Delete."

How do I add a new agency?

To add a new agency go to the "Admin" tab and then the "Settings" tab. Click the "Add New Agency" button.

You will be prompted to choose whether you will paying for this agency or whether they will pay for themself (For more info, check out: What are my payment options?).

In the "Add New Agency" dialog box enter the name of the agency, name of the agent, and their email address. Click "Add."

The new agency will be sent an email with their login information.

How do I generate a total assistance report?

First thing's first, you will need to be sure that you have Adobe Reader installed on your computer. Click here to download Adobe Reader.

You can create a report for all assistance from an agency. To generate a total assistance report go to the "Admin" tab and then the "Reports" tab. Click the "Create" button next to "Total Assistance."

You can filter the results of the report by date and category. And you can include private notes and assistance by checking the box. Click "Create Report" when you're done.

The newly generated total assistance report will open in a new tab. From here, you can print the report or save it to your computer.

How do I generate a cases by criteria report?

First thing's first, you will need to be sure that you have Adobe Reader installed on your computer. Click here to download Adobe Reader.

You can create a report to view all cases according to specific criteria. To do so, click the "Admin" tab and then the "Reports" tab. Click "Create" next to "Cases by Criteria."

The Cases by Criteria filter dialog will open. Select one or more case details to report on and then click "Create Report."

There you have it! The newly generated cases by criteria report will open in a new tab. From here, you can print the report or save it to your computer.

How do I generate an agency directory report?

First thing's first, you will need to be sure that you have Adobe Reader installed on your computer. Click here to download Adobe Reader.

You can create a report of all the agencies and agents in your network. Go to the "Admin" tab, click the "Reports" tab, and then click "Create" on the right side of "Agency Directory."

The newly created agency directory report will open in a new tab. From here, you can print the report or save it to your computer.