This guide provides a high-level overview of the annual data submission process. For more detailed information, please refer to the Comprehensive Guide.
Identify Your Deadline
Your submission is due 60 days after your fiscal year end. Data from government entities are due 90 days after fiscal year end, and the final deadline for all submissions is the last day of February.
💡 Pro Tip: Mark your calendar as soon as you know your deadline!
Optimize Data Extraction
Setting up efficient data extraction can save you time and reduce errors. You have two options:
Set up automated extraction from your systems of record (recommended)
Rely on Report Writer by AMS and schedule an on-site visit
Need help? Contact our support team to learn more about our Data Extraction Service.
Prepare Your Data
Assemble your data team:
Finance
Event Operations
HR
Executive Team
Collect the following data:
Financial Performance
Attendance
Programming
Staffing
Enter Data
Read about using the workbook, or just download it directly
Sign in using your credentials
Input data for pages 1a, 1b, 2a, 2b, 3, 4a, 4b, 5a, 5b, 6
💡 Pro Tip
Refer to our Data Fields Catalog for detailed information about each field.
Review and Submit
Conduct a final review with your executive team
Submit your data through the online portal
Post-Submission
Have a look at the Dashboard Report to see how your benchmarks have changed
Be prepared to respond to any follow-up queries from our team
Get Help
Need more detailed guidance? Check out our Comprehensive Guide.
Still have questions? Contact our support team - we're here to help!