Online Chapter Annual Reports

How to get to the reports

  1. Go to alumni3.byu.edu (Chapter Leader Toolbox)
  2. Login with your BYU netid. If you do not have access, send your netid to Roy. He will grant you access.
  3. Under Chapters, open the link: Chapter Reports and Planning
  4. Once you select your chapter you will always be taken to your chapter’s page.

The first page - Chapter Reports Home

  1. Entry point and primary information from each of three reporting areas
  2. Chapter Events and Activities shows current events
  3. Current Leadership Roster shows the roster of your chapter officers
  4. Financial Overview for (year) shows your current beginning and ending balance
  5. Each of these reporting areas can be accessed by clicking on the “Open” button
  6. They can also be accessed by clicking “Reports” on the header bar
  7. True Blue Badges shows the Chapter’s current True Blue status. As events are completed from different categories the corresponding badge will go bold.

The Reports

Chapter Events and Activities Report

            Reporting period: August through July of the next year
            DUE: AUGUST 31 OF EACH YEAR

  1. Build your reports by clicking on the +Add Event button
  2. Fill out the boxes.
  3. Enter everything you do as a chapter; events, activities, coordination meetings, planning meetings, conference calls etc.
  4. Attendance, # of Volunteers and Volunteer Hours to be added after the event is complete.
  5. Request all public events be visible on the Chapter web page.
  6. Click the Save button to finish the event entry.
  7. Request an email or registration page be created from the green envelope button in the Actions column.

Current Leadership Roster

            DUE: MONTHLY AS ANY CHANGES ARE MADE

  1. Click on the: Edit button to edit each position. Add or change information as needed.
  2. Don’t forget to Save Changes.
  3. Click on +Add New button to add Auxiliary Positions.

Chapter Financial Report

            Reporting Period: Calendar Year - January through December
            DUE: JANUARY 31 OF EACH YEAR

  1. Track local finances on an event by event basis and general income and expenses entry
  2. Default is the current year
  3. The Beginning Balance is the ending balance of the previous year.
  4. Open either the “+Add Income Entry” or the “+Add Expense Entry” depending on which type of transaction you have to enter.
  5. Complete the fields in the corresponding pop up box.
  6. The Ending Balance is totaled every time there is a new transaction during the year
  7. This report may change as we learn more about what the BYU General Counsel and BYU Treasurer require that we report.

 

Submitting Reports

Chapter Events and Activities Report

  1. The Submit Report button will appear several weeks before the end of the reporting year, (approximately July 15 of each year.)
  2. When all entries have been made click the button.
  3. Review all entries. Click the Edit Report button to go back and make adjustments.
  4. Once the report is complete click the “Confirm Submission” button to finish the report submission.

Chapter Financial Report

  1. The Submit Report button will appear several weeks before the end of the reporting year, (approximately December 15 of each year.)
  2. When all entries have been made click the button.
  3. Review all entries. Click the Edit Report button to go back and make adjustments.
  4. Once the report is complete click the “Confirm Submission” button to finish the report submission