Table of Contents

Table of Contents

Terms and abbreviations

1. Introduction

2. Accessing the Reporting Portal

3. Report without registration

3.1. Report online

3.2. Report offline

3.2.1. Report offline

3.2.2. Validate your PDF

4. Report with registration

4.1. Introduction

4.2. Registration as an Individual

4.3.  Registration of an Organisation

4.4. Sign in

4.5. Report as an individual

4.5.1. Report online

4.5.2.  Report offline

4.5.2.1. Report offline

4.5.2.2. Validate your PDF

4.5.3.6. Report as an organisation

4.5.3.6.1. Preparator or Preparator limited

4.5.3.6.1.1.  Preparator

4.5.3.6.1.2.  Preparator limited

4.5.3.6.1.3. Create an OR by a Preparator or Preparator limited

4.5.3.6.1.4. Submission of the OR by a Reporter

4.5.3.6.2. Reporter

4.5.3.6.2.1. Report online

4.5.3.6.2.2.  Report offline

4.5.3.6.2.2.1.  Report offline

4.5.3.6.2.2.2.  Validate your PDF

4.5.3.6.2.3.  E5X

4.5.3.6.2.3.1. Validate an E5X file

4.5.3.6.2.3.1. Report using an E5X file

4.6. Reset password

5. Home

 View Details

5.1.  Edit

5.2.  Delete

5.3. Download a PDF

5.4. Export and Export List View

6. Taxonomy Browser

·6.1. Taxonomy

·6.2. Search

·6.3. Taxonomy structure

o6.3.1. Entities 

o6.3.2. Attributes

o6.3.3.    Value Lists

o6.3.4.  Values

o6.3.5.  Filter the information

·6.4. List of taxonomies

7. Organisation Management

·7.1. Introduction

7.2. Detail

o7.2.1. Edit a user account

o7.2.2. Assign webforms to users

o7.2.3. Disable and enable a user account

o7.2.3.  Export user accounts

o7.2.4. Create a user

·7.3.  Webform

·7.4. Autofilled Attributes

8. My account