Create your shortlists:
You can create up to 10 shortlists
There are two ways to add the relevant charities to your shortlist:
Quick search –
- type in charity name or number
- check the box next to the charity name
- click ‘add to shortlist’
Detailed search –
- Set the criteria that is important to this shortlist
- In the results list check the boxes next to the charities / alternatively if you want all the results hit the ‘all results’ button at the top of the page
- click ‘add to shortlist’
Manage your shortlists:
These shortlists can be added to, amended and merged
Go to My shortlists in the menu and follow the instructions
Analyse your shortlists:
Detailed search
- Choose from the whole database or one of your shortlists
- Select from the shortlist drop down menu found in the top right hand corner
Benchmarking
- Shortlists can be used within sector analysis
- Choose between the whole database or your shortlists to review the analysis and graphs
- To use a shortlist select from the shortlist drop down menu found in the top right hand corner
