Portal Admin: Annual Return via Excel Template

Submitting an Excel file to the Portal is an easy way to submit your annual return, in this guide the steps will show you how to download and use the excel file which will be used to upload the data into your return.

Other Methods:

Home

  1. 1. Let's Start!

    Let's Start!

  2. 2. Login to your Portal Dashboard and click the view button under Annual Return

    Login to your Portal Dashboard and click the view button under Annual Return

  3. 3. A window will appear which will show you two options. Click Upload Player List

    A window will appear which will show you two options. Click Upload Player List

  4. 4. Have a read over the instructions on the first page, then click the Player Data Template on the bottom

    It's good to read over the instructions as it will provide you the correct formatting for the template,

    Have a read over the instructions on the first page, then click the Player Data Template on the bottom

  5. 5. Enter your data, then save the file on your computer

    Enter your data, then save the file on your computer

  6. 6. Click Choose File and locate your saved Excel Template, click Upload

    Once uploaded you will see the name of the template as outlined below

    Click Choose File and locate your saved Excel Template, click Upload

  7. 7. Click on NEXT

    Click on NEXT

  8. 8. To check if the data is updated, you can see numbers populate according to your data under the 'Confirmed' columns

    To check if the data is updated, you can see numbers populate according to your data under the 'Confirmed' columns

  9. 9. Upload More Players? or Save Progress

    Click the corresponding options to upload more via a template or manually. To save your progress click Save. To submit your annual return proceed to the next step.

    Upload More Players? or Save Progress

  10. 10. Click on SAVE AND SUBMIT to submit your annual return

    Please wait as the data saves, this can take up to 1 minute.

    Click on SAVE AND SUBMIT to submit your annual return

  11. 11. That's it!

    You've successfully uploaded your annual return for your club / venue!