One option at the parish level of access has additional features when invoked for a particular parish from a diocesan login:

When a parish logs in and accesses this feature, the only capability available is to mark its report complete, whereafter it can no longer update filing information, vital statistics, or financial statistics. When a diocese logs in, selects a particular parish, and accesses this feature, it has the following additional capabilities:

• Remove completion mark: Returns the report to uncompleted status, so that the parish can log in and resume making changes. (Typically, this is necessary only when the parish has marked the report complete either accidentally or in error and has requested a reversal.)
• Confirm diocesan verification: Indicates that the diocese has reviewed, possibly changed, and verified the report as complete and correct. Other than name-and-address data, the report is now frozen and cannot be changed further by any login.
• Remove diocesan verification: Similar to "remove completion mark", but at the diocesan level. Returns the report to completed-but-unverified status, which means that the diocese can resume making changes, although the parish is still prevented from doing so.

The options at the diocesan level of access to the Parochial Reports system are as follows:

Provides on-screen review of parishes by the status of their current-year data entry. There are five lists, any of which can be sorted by city and abbreviated name or vice versa:

• Unfiled Reports: Parishes that have not yet begun data entry.
• Reports in Progress: Parishes that have begun data entry but have not marked their reports as complete.
• Completed Reports: Parishes that have marked their reports as complete and can therefore make no further changes on their own other than name-and-address updates. (Only the diocese and the National Church can update the full contents of a report that has been marked complete.) Reports in this category have not yet been verified by the diocese.
• Verified: Parishes with reports marked complete that have been verified as correct by the diocese. Other than name-and-address updates, verified reports cannot be updated by any level of login.

Provides on-screen review of your choice of current-year data items for all parishes, in two categories:

• Vital statistics: Proceeds to a list of all vital-statistics data items, with a checkbox for each, so that you can choose which items you want to view in a spreadsheet-like browse grid for all of your parishes, along with their names and cities. Once you have checked the desired boxes, scroll to the bottom of the display and click the Browse Data button. When you are finished browsing, click the Back button at the top of the grid.
• Financial statistics: As in the previous paragraph, but for financial statistics.

Prints the standard diocesan summaries of Vital and Financial Statistics.

Downloads current-year data for all filing parishes as an Excel spreadsheet. You can open the spreadsheet directly and then save it to your computer, or you can save it directly without opening it first. To open the spreadsheet directly:

• Click Download.
• Click Open in the Download File dialogue box. Note: Internet Explorer will open the file directly in the browser, while most other browsers will open the file in Microsoft Excel. Perform the following steps regardless of which action occurs.
• Select File from the menu bar at the top of the screen, then choose Save As...
• In the Save As dialogue box, navigate to the folder of your choice, enter a file name in the File name box (if a file name already appears, modify it as desired), and select "Microsoft Excel Workbook" in the Save as type dropdown.
• Click Save to save the file to your computer.
• Internet Explorer only: Click your browser's Back button to return to the Downloads page.

To save the spreadsheet directly to disk:

• Click Download.
• Click Save in the Download File dialogue box.
• In the Save As dialogue box, navigate to the folder of your choice, modify the file name in the File name box as desired, and make sure "Microsoft Excel Workbook" is selected in the Save as type dropdown.
• Click Save to save the file to your computer.

Parish UEIDs:

Provides on-screen review of the unique UEIDs (Universal Episcopal IDentifiers) that have been assigned to the parishes in your diocese. Parishes are divided into three lists, which are sorted by abbreviated name and city:

• Filing Parishes: Parishes that have been identified to the National Church by your diocese as those that file Parochial Reports. PIN numbers (passwords in the context of the login page) are included.
• Parishes Not Filing: Parishes that have been identified to the National Church by your diocese as those that do not file Parochial Reports.
• Closed Parishes: Parishes that have been identified to the National Church by your diocese as no longer independently active. This list is cumulative from 1990.

Diocese Menu:

Permits you to access the current-year Parochial Report data of an individual parish in your diocese. Select a parish from the list of active filing parishes — which can be sorted either by abbreviated name and city or by city and abbreviated name — and then click the Access Parish button. This will proceed to the parish-level menu (the level at which individual parishes log into the system) for that parish. If you cannot find a parish in the list, there are three possible reasons:

• The abbreviated name includes extraneous initial text such as "Church of the..." or "The Episcopal Parish of..." that puts it out of alphabetical sequence.
• The parish has been designated as not filing or as closed.
• This is a new parish that has not yet been added to the Parochial Report system.

In all three of these cases, please contact Iris DiLeonardo, Data and Research Specialist at The Episcopal Church Center, for assistance at idileonardo@episcopalchurch.org.