This article explains how to use the Summary report in Central Budgets to review published scenario data across all selected sites.
📌Note: : The Summary report uses published scenario data from the schools and publish type selected in Select Report Options.
View the Summary Report
Open Central Budgets.
Click Reporting in the left hand navigation menu.
Click Financial Reports.
Open the Summary report.
Click Select Report Options if you need to change the selected schools or scenarios.
Review the consolidated totals, balances, and KPI values shown in the report
Change Summary Report Columns
Open the Summary report.
Open the Columns panel on the right hand side.
Select the checkbox next to each column you want to show.
Clear the checkbox next to each column you want to hide.
Review the updated report view.
📌Note: By default, the report displays a group of columns for Consolidated totals and a group of columns for each selected school, for each of the five years reflected in the budget scenarios.
Export the Summary Report
Open the Summary report.
Adjust the columns if needed.
Click Export at the top of the view.
Open the downloaded Excel file locally.
Understand Balance Calculations
Total or Balance Row | Single Site Calculation |
Total Income | Total of all Income sections. |
Total Staff Costs | Total of all staffing costs including Other Expenditure on sections EL 300, EL 301, EL 302, EL 303a, EL 303b, EL 303c, EL 303d, and EL 303e. |
Total Other Costs | Total of all Other Expenditure sections, excluding those included in Total Staff Costs. |
Revenue In Year Surplus/Deficit | Total Income minus Total Staff Costs plus Total Other Costs. |
Revenue Surplus/Deficit Brought Forward | Total of all Brought Forward Balances, excluding Capital Brought Forward Balances. |
Revenue Cumulative Surplus/Deficit Carried Forward | Revenue In Year Surplus/Deficit plus Revenue Surplus/Deficit Brought Forward. |
Revenue CFwd as a % of Budget Share | Revenue Cumulative Surplus/Deficit Carried Forward divided by Total DfE Income, expressed as a percentage. |
Total Capital Income | Total of all Capital Income sections. |
Total Capital Expenditure | Total of all Capital Expenditure sections. |
Capital In Year Surplus/Deficit | Total Capital Income minus Total Capital Expenditure. |
Capital Surplus/Deficit Brought Forward | Total of all Capital Brought Forward Balances. |
Cumulative Capital Surplus/Deficit Carried Forward | Capital In Year Surplus/Deficit plus Capital Surplus/Deficit Brought Forward. |
Total In Year Surplus/Deficit | Revenue In Year Surplus/Deficit plus Capital In Year Surplus/Deficit. |
Total Surplus/Deficit Brought Forward | Revenue Surplus/Deficit Brought Forward plus Capital Surplus/Deficit Brought Forward. |
Cumulative Total Surplus/Deficit Carried Forward | Total In Year Surplus/Deficit plus Total Surplus/Deficit Brought Forward. |
Understand KPI Calculations
KPI Row | Single Site Calculation | Consolidated Calculation |
Total Staff Costs to EFA Revenue Income (%) | Total of all staffing costs including Other Expenditure on EL 300, EL 301, EL 302, EL 303a, EL 303b, EL 303c, EL 303d, and EL 303e, divided by Total GAG Income including Non-GAG Income IL101, IL102, IL103, IL105, IL108, IL116, IL131, IL132, IL133, IL134, and IL135, expressed as a percentage. | Average of all schools displayed in the report. |
Total Staff Costs to Total Income (%) | Total of all staffing costs including Other Expenditure on EL 300, EL 301, EL 302, EL 303a, EL 303b, EL 303c, EL 303d, and EL 303e, divided by Total Income, expressed as a percentage. | Average of all schools displayed in the report. |
Total Staff Costs as a Proportion of Total Expense (%) | Total of all staffing costs including Other Expenditure on EL 300, EL 301, EL 302, EL 303a, EL 303b, EL 303c, EL 303d, and EL 303e, divided by Total Expenditure, expressed as a percentage. | Average of all schools displayed in the report. |
FTE Teaching Staff | Total of teaching staff FTEs for EL 300 and EL 301. | Total of all schools displayed in the report. |
FTE Support Staff | Total of non-teaching staff FTEs for EL 302, EL 303a, EL 303b, EL 303c, EL 303d, and EL 303e. | Total of all schools displayed in the report. |
Total FTE | FTE Teaching Staff plus FTE Support Staff. | Total of all schools displayed in the report. |
Total Pupil Numbers by Lagged Pupil Numbers | Total Pupil Numbers on the selected budget scenario. | Total of all schools displayed in the report. |
Pupil Teacher Ratio as per Lagged Pupil Numbers | Total Pupil Numbers by Lagged Pupil Numbers divided by FTE Teaching Staff. | Average of all schools displayed in the report. |
Average Teacher Cost (£) | Total teaching staff cost for EL 300 and EL 301, divided by FTE Teaching Staff. | Average of all schools displayed in the report. |
Proportion of Budget Spent on the Leadership Team (%) | Cost of all teachers with Teachers scale code and Leadership scale group, divided by Total Income, expressed as a percentage. | Average of all schools displayed in the report. |
Spend Per Pupil for Non-Pay Expenditure Lines (£) | Non-staffing expenditure, excluding capital, for EL 304, EL 305, EL 311, EL 320, EL 330, EL 331, EL 332, EL 333, EL 334, EL 340, EL 341, EL 345, EL 346, EL 347, EL 360, EL 361, EL 362, EL 370, EL 375, EL 376, EL 377, and EL 420, divided by Total Pupil Numbers by Lagged Pupil Numbers. | Average of all schools displayed in the report. |