Selecting Month End > Funding Forecasting will open the Funding Profile List. This page shows any funding profiles that you have set up for forecasting. A funding profile is based on one of your Contracts and covers a specific date range. Once set up, your funding profile will break down predicted funding for that contract by each period in the date range.
By default, only profiles with a date range that includes the current date will be shown in the list.
For each profile in the list, the following details are shown:
Profiled amounts – This shows the different profiled amounts entered for each age band.
Filtering the Profile List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Show Historic Profiles – If this is ticked, profiles with a date range in the past will also be shown.
Number of records displayed
Exporting the Profile List
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.