Once a period has been Drafted or Finalled in the Funding Calculator, a range of funding reports will be generated for the period and year-to-date. These reports can be viewed by selecting Download by the period in the funding calculator.
The reports are in the form of an Excel spreadsheet, with each report on a separate worksheet within the file. The following reports are available:
Summary – This gives a summary of funding by Calculation Basis (funding methodology) for both the reporting period and the year-to-date.
Process Warnings – This lists any warnings or errors that have affected the funding for each learner.
Funding Breakdown – This replaces the desktop SFA Funding Summary report. It shows a summary of funding broken down by Programme, Funding Line (replacing Age Band in desktop) and Funding Type.
Calculation Details – The spreadsheet contains a number of Calculation Details reports, each on a separate worksheet, which show the calculation details for each of the funding methodologies.