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In this example, you would like to see your projected funding values for all learners and aims for the current and next ILR years. You would like this report to run every week.

You will first need to restrict the report in Report Options to only include funding values for the current and next ILR years:

  • Set the Learners Report Type to All

  • Set Funding Events From to Start of ILR Year

  • Set Funding Events To to End of ILR Year with a +1 offset

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Then you will need to Schedule the report to run every week (in this example, every Monday morning):

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