Search Results
Found 9 results for "excel"
Exporting Funding Claims (Excel)
How to export approved claims to Excel for local authority submission
Bulk Import Children
Import multiple children at once from a CSV or Excel file with parent matching and validation
Exporting Submissions to Local Authority
How to export approved submissions for your local authority funding claim
Custom Report Builder
Create, save, and schedule custom tabular reports across all portal data
Complete Funding Process: Start to Finish
A comprehensive walkthrough of the entire funding process from period setup to local authority export
Session Templates & Auto-Fill Hours
Creating reusable attendance session templates and automatically calculating funded hours
Audit Logs
Comprehensive system audit trails, activity tracking, and before/after data changes
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies
Performance & Speed Issues
Resolving slow loading, timeouts, and performance problems