My reports

By clicking the *My reports* link on your dashboard you can view any reports you've already uploaded, and upload new reports about grants you've received.

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1. Clicking _HIDE/SHOW FIELDS AND FILTERS_ toggles the visibility of the control panel at the top of the page.

1. Clicking _NEW REPORT_ lets you upload your new report.

1. Clicking the project type on the _Download report template_ row will download a report form in MSWord format for you to save and complete.

1. You can return to your dashboard at any time by clicking the _Return to the dashboard_ link at the bottom of the page or clicking the green arrow on the left.

1. After changing any of the fields or filters, click the *Update fields* or *Update filters* button to display the results of the revised search.

1. In the results list, you can click the document icon on the right to view the selected report.

The *Fields to display* section of the control panel lets you select the fields you want to see in your search results.

*Fields to match* lets you enter _keywords_ or _research fields_ to search for. You can enter partials, and you can enter multiple elements separated by commas. For example, entering "onc,psych" in the _Keywords_ field would return all reports for applications containing any of "oncology", "concussion", "psychology", "psychotherapy" ... and doubtless many other possible matches in that field.

You can narrow your search by *Funding rounds* if you wish. You can multi-select entries in the list (hold the SHIFT key while selecting additional entries) or use the grey links to the left of the list to select either the current or all funding rounds.

If you're looking for a single *Grant type* you can uncheck the other options in the corresponding section.

*Report status* can be any of the following:

* _Approved_ reports have been accepted by the Paykel Trust board, having previously been given administrative acceptance by your institution if necessary.

* _Declined_ reports have not been accepted; you will have been contacted about any such reports.

* _Pending_ reports have been submitted but are still being considered.

 

Report templates

You can download report templates from the top of the repository's _My reports_ page, from within the Maurice and Phyllis Paykel Trust's website, or here:

* Project and Equipment grant report template

* Travel grant report template

* Conference Support grant report template

 

New report

To upload a new report click the _NEW REPORT_ link at the top of the page.

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In the dialog box that appears:

1. *Browse* your computer to locate the report you've created.

1. Select the *Related grant* from the list provided.

1. Click the *Submit* button.

If you encounter any difficulty uploading your report, please read the page on Popup blockers as these not infrequently cause problems.

---- If you can't find exactly what you need to know, send an email message to [mailto:admin@paykeltrust.co.nz, the Paykel Trust administrator].

Welcome | Logging in | Creating an account | Your dashboard | My applications | My reports | New application | Project & equipment | Travel | Conference support | My profile | Application details | Popup blockers