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Report on Budget Monitoring Snapshots (Consolidated Reports)

Explore how to run a consolidated Budget Monitoring Snapshot report across multiple academies or schools.

Written by Cristina Gruita
Updated over 2 months ago

When snapshots are published in individual academies/schools, their data can be brought together into a consolidated report.


Open Consolidated Budget Monitoring Report

  1. In Access Education Budgets, click Consolidated Reports.

  2. Go to the Financial Reports tab.

  3. Select the Consolidated Budget Monitoring Report.

πŸ“ŒNote: Only snapshots that have been published in each academy/school are included in this report.


Export the Consolidated Report

  1. On the Consolidated Budget Monitoring Report, click Export.

The report is downloaded in Excel format.

  • The first tab shows a consolidated view of all budget monitoring data from the snapshots across all academies/schools.

  • Each subsequent tab shows the snapshot data for an individual academy/school included in the report.

This gives you both an overall picture and detailed views for each site.

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