Financial Report Management

To manage financial reports, you must be logged in as Treasurer,

Note: To toggle between viewing the site and using the admin Dashboard menu, click on PebbleCreek Democratic Club in the upper-left corner.

1. Before uploading the file, name the new financial report file as follows:

  • Monthly Report: Financial-ReportMmm-YYYY.pdf  where Mmm is the three-letter month name and YYYY is the year. (Example: Financial-Report-Oct-2024.pdf)
  • Quarterly Report: Financial-Quarterly-Report-QX-YYYY.pdf  where X is the quarter 1-4 and YYYY is the year. (Example: Financial-Quarterly-Report-Q4-2024.pdf)
  • Annual Report: Financial-Annual-Report-YYYY.pdf  where YYYY is the year. (Example: Financial-Annual-Report-2024.pdf )

2. Click on PebbleCreek Democratic Club/Dashboard in the upper left corner to expose the Admin menu.
3. Go to Media/Add New Media on the Admin menu.
4. Upload new financial report pdf file.
5. Go to Club Business/Finances/Financial Reports.
6. Click Edit Page on the top black toolbar.
7. Make sure you are in “Text” mode (upper right corner).
8. Copy any one of the lines in the appropriate section.
9. Paste the line at the top of the list.
10. Edit the dates.
11. If there are more than six lines, delete any bottom lines to make six.
12. Click Update.
13. Click View Page in the black menu at the top of the page.
14. Test the link.