1. Check that the project is up to date

Before submitting the beneficiary report, open the project from your project list and check that the project data is up to date:

1. Project details: this section is read-only and the information cannot be updated. If there is a mistake in the project end/start date or the project title, please contact your National Agency to make the necessary adjustments.
2. Organisations and Contacts: check the organisation details and associated contact persons for all organisations. 
   If any organisation details need to be updated, the National Agency should first be notified and the details should be updated in the Organisation Registration system. Once the changes are made in the National Agency's project management system, they will be reflected in your project. This does not apply to certain contact details, such as those of the project co-beneficiaries and partners, which can be updated directly in the project on the  Erasmus+ and European Solidarity Corps platform.
3. Check all other sections for accuracy and completeness. Pay particular attention to the project data that affects the budget.
   For example, in Erasmus+ KA1 youth projects, any changes made to the mobility activity details will automatically update the budget summary. In addition, all mobility activities must have the status Complete, otherwise they are not reflected in the budget.
4. Budget: check the budget summary of the project. If certain information is not reflected in the summary, update the relevant project section.
   Additional details project costs may be entered in the budget screen depending on the action type, e.g. Exceptional costs - Guarantee, Number of Participants (KA1 Youth), Number of coaching days (ESC30-SOL). If you record additional costs in the Budget section save the changes by clicking the Save button.

2. Click on "Reports" and "Generate the Beneficiary Report"

When all the project data is up to date, click the Reports tab and create the draft beneficiary report by clicking the Generate Beneficiary Report button.

A timeline graphic becomes available, showing your progress with the report and the report statuses.

In addition, you can view the History of the report - use the dedicated arrow to open the section for more details or collapse it.

3. Click on "Edit Draft"

Once you have generated the report, click on Edit Draft to open it. Use this button every time you need to access the draft report. You will be directed to the report details screen.

4. General functionality

4.1. Report structure and navigation

If you leave the report screen, you can return to it at any time by clicking on the Reports tab, then clicking on Edit Draft. 

The report consists of several sections. Navigate through the sections either by scrolling up/down in the content area, or by clicking on section titles in the Navigation panel.

4.2. Buttons and icons

• Start submission process - this button will become available when the conditions to submit the final report have been fulfilled and the report is ready to be submitted.
• PDF - Click this button and follow the online instructions to save a PDF version of the report, which includes the details you have filled in to date. 
• Icons  - Each section of the report is preceded by an icon: a red X for incomplete sections, and green check mark  for complete sections. As you fill in each section, it will be marked with the green check. Certain sections are already marked as complete, as they do not contain any fields to fill in (e.g. Context, Budget, etc). 

4.3. Filling in the report

• It is advisable to fill in the report in the order of the sections listed in the Navigation menu, as the information provided in one section may affect fields in a later section. 
• Please read the information on the screen carefully when filling in the report. An answer to a question may lead to additional fields that need to be filled in. 
• The report is saved automatically as you fill it in, and a message is displayed at the bottom of the page whenever the report is saved. At the top of the Navigation panel you can view when the report was last saved.
• Mandatory fields are marked with a red asterisk (*) and have the message Value missing underneath.
  

• Text fields have a limited number of characters allowed. The maximum number of characters that can be used in each answer is indicated in the top right corner of the text field. This number decreases as you type. Once you have reached the maximum allowed number of characters, the counter displays 0 (zero) in red. 

• You can adjust the size of a text field by dragging down/up the bottom right corner of the field.

5. Fill in the Beneficiary Report

5.1. Check the "Context" section

You will notice that the Context section is already filled in and marked with a green check.

The Context section contains information that is also displayed in the Details section of the project, and it cannot be modified in My Projects.

If project dates or titles require modifications this should be done by making a formal amendment request to the National Agency, which will take other necessary actions to have the data updated in your project.

The Context section also includes information on the Evaluation criteria used to assess your final report.

5.2. Fill in the "Project Summary" section

Click on the Project Summary section and answer the questions on the screen:

If you are filling in the report in a language other than English, you must also provide a translation of your project summary in English.

5.3. Fill in or check all other project-specific sections

The content of the remaining sections varies depending on the key actions. Read the onscreen information carefully to fill in the required information. Certain sections also include read-only information and summaries based on details provided in other sections of the project or in participant reports (where applicable).

For example, the final report for a KA122 project includes the following specific sections:

• Activities
• Practical arrangements
• Quality Standards I: Basic principles
• Quality standards II: Good management of mobility activities
• Quality standards III: Providing quality and support to the participants
• Quality standards IV: Sharing results and knowledge about the programme
• Participant satisfaction
• Project objectives and achievements

Here is an example of the specific sections to fill in, and the Activities section in a KA122 final report:

5.4. Check the "Budget" section

The Budget section provides a high-level overview of the Total awarded budget, the Total reported budget, as well as various project costs. All information is read-only. If changes are required, you must make them in the other sections of the projects affecting the budget.

5.5. Add the "Declaration on Honour" and other annexes

5.5.1. Declaration on Honour

The Declaration on Honour is mandatory for all projects and you must use the template provided with the report for each project:

1. Click the Download the Declaration on Honour button and follow the onscreen instructions to save the template locally.
2. Click on the Add the Declaration on Honour button and follow the onscreen instructions to locate and upload the declaration file. The file will be available in the List of documents.

5.5.2. Other documents

Attach any other relevant documents:

1. Click on Add documents.
2. Follow the onscreen instructions to locate and upload the desired documents. The files will be available in the List of documents.

5.5.3. List of documents

In the List of documents you will view all the files you have attached. The Declaration on Honour is marked so you can identify it easily.

The files are numbered and listed in the order in which you have attached them. You can view the size of each file, as well as the total as the total size of all annexes.

If you want to delete a file from the list, click on the Remove button next to the desired file, then click on YES in the confirmation pop-up window to confirm the deletion.

5.6.  Tick the "Checklist"

Ensure you have performed all the actions listed in the checklist, and tick the boxes accordingly. 

All items on the list must be ticked in order to submit the final report.

The checklist is not saved, therefore every time you leave the report screen, then return to the report, you must check all the conditions again and tick the checkboxes accordingly.

5.7. Check the "Conditions for Final report submission"  

The Conditions for Final report submission are a part of the Checklist section of the report and includes a checklist that is ticked automatically with each condition that is fulfilled, namely:

1. All mandatory fields in the report have been filled in.
2. The Reported Budget is greater than zero.
3. All mobility activities and group activities in the project are in status Complete.
4. The Declaration on Honour and all other mandatory annexes (where applicable) have been uploaded.
5. The Checklist has been fulfilled.

Check the list and make sure all conditions are fulfilled, i.e. all check boxes are ticked. If one or more of the conditions are not fulfilled, you need to make the necessary changes, before you are allowed to submit the Final report.

In our example below, there are incomplete mobility activities and/or group activities. The two sections of the project must be checked thoroughly and any mobility activities or group activities having the status Draft must be either completed or deleted.

6. Click on "Start submission process" button

The Start submission process button is available both at the top of the screen, in the Navigation panel, and at the bottom of the screen, under the Conditions for Final report submission. It is only active if all conditions for the report submission are fulfilled, as explained above. 

Click on the Start submission process button, read the information in the pop-up window, then click on Submit Beneficiary Report to confirm the submission.

7. Report is "Submitted"

Once the report is submitted:

• a success message is displayed, indicating the submission has started.
• the report status changes from Draft to Submission in progress, then to Submitted. You may need to refresh the page to view the latest status.
• the project status changes from Project ongoing to Submitted once the report is successfully submitted to the National Agency.
• the project is locked for the beneficiary and partners and no further changes are allowed. If you need to modify any project data at this point, contact the National Agency, which should unlock the project and release the report.

Here is an example of the Beneficiary Reports screen after successful submission of the report. 

8. View or download the report after submission

You can still access the report after submission, but you cannot make any further changes.

Click on the View Report to view the report on the screen or click on Download Report to export a ZIP folder including the beneficiary report as a PDF file and all annexes. You may need to install an external tool to extract files from the ZIP folder.