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Created 05 October 2021 20:47
Please can someone help as I think I must be going blind. All I want is an ESFA report that projects apprenticeship funding by month for the whole year, but breaks it down by levy and non-levy. The only report I can find on 'submit a learner' that projects forward breaks it down by on 'Employer on Account Service', but I'm assuming now that will have all the non-levy on AS ones. Please can anyone help? typically my MIS system is not working tonight and won't open any reports at all!
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You can obtain this from the Period end ‘Apps Monthly payments report’, if you save a copy as an xlsx and then sort it on column AN (Funding line type) and then use Subtotal for each change in Funding line type and select the total or columns you wish to include.
06 October 2021 06:40
You can also use the Funding Summary Report
06 October 2021 07:43
Except that won't show a projection because Apps Monthly Payment Report is only actuals paid to date...
The only report with a projection is the Indicative report, but that is bad in about 15 different ways, the most important of which, for this discussion, is that it doesn't/can't separate out levy and non-levy for ACT 1. I guess one could do some sort of VLOOKUP between the two sheets but, as I say, there's a whole bunch of other issues with the Indicative, so it's going to be a rough approximation at best...
06 October 2021 08:23
Thanks Steveh I thought I was going crazy.
Martin West The app monthly and funding summary (for period end) don't show projections for the rest of the year. The Funding summary (at submission) doesn't break it down to levy and non-levy. nor does the Indicative.
I can't believe it is so hard to find such a basic report. It's for info to go into an ESFA template, so I wanted to use the official figures, but will have to run from my MIS I think?
06 October 2021 08:29
Yeah, we had a long, long discussion last year about whether adding "ACT 3" to the ILR to differentiate levy/non-levy on AS would be useful or not (also, more importantly, whether they could make the systems deal with it) and ended up on the side of "probably not" (for both bits!) although I know quite a few people are recording it on their internal systems.
I've got a bit of sympathy (only a bit) for ESFA on this one. We cannot know definitively how much levy a given employer has paid until after submission and therefore how much employer contribution might be due, so it's really difficult to project. They could give it a bit more of a fair go though!
06 October 2021 08:38
Thanks, it seems very unfair for the ESFA to ask for data by levy and non-levy, but not provide the reports to support this. I've pulled the info from our MIS system now, but typically it coincidence with us upgrading to a new system and I'm just getting to grips with the reporting functionality and a short deadline. Thanks again
06 October 2021 09:07 (Edited)
As Steve has said you can use the Indicative funding report, but you need to include a lookup to the payment report, I have just tried it by including and sorting both sheets in a single workbook by learner reference and adding a column to the indicative report with the following in A2:
You will need to adjust the range in the above and then you copy the cell down all rows.
I have picked up some errors where the ACT is different on some aims.
06 October 2021 09:59