Exporting Funding Claims (Excel)
How to export approved claims to Excel for local authority submission
Excel Export Overview
The system provides two Excel export options for funding claims, both designed to work with local authority portal import formats.
Export Types
1. Claim Matrix Export (Approved Only)
Exports only approved and exported submissions - the standard export for local authority submission.
- Go to Reports from the main navigation
- Select the funding period using the dropdown
- Optionally select a specific nursery (or leave as 'All Nurseries')
- Click 'Export Claim Matrix'
- The Excel file downloads automatically
2. All Submissions Export
Exports all submissions regardless of status - useful for internal tracking and analysis.
- Go to Reports from the main navigation
- Select the funding period
- Optionally filter by nursery
- Click 'Export All Submissions'
Export File Format
The export creates an Excel file (EYFP_[Period]_[Nursery]_[Date].xlsx) containing:
| Column | Description |
|---|---|
| Child Name | Full name of the child |
| Date of Birth | Child's date of birth |
| Address | Child's full address including postcode |
| Ethnicity Code | DfE ethnicity code |
| Parent/Carer | Name and contact details |
| NI Number | Parent's National Insurance number |
| Hours (Mon-Fri) | Funded hours per day from attendance sessions |
| Total Hours | Weekly funded hours claimed |
| Funding Type | Universal (15hr) or Extended (30hr) |
| 30-Hour Code | HMRC eligibility code and expiry date |
| 2YO Code | 2-year-old eligibility code and expiry |
| Session Type | Term-time only or Stretched |
| EYPP Consent | Whether parent consented to EYPP application |
| DAF Consent | Whether parent consented to DAF application |
| Nursery | Name of the nursery |
| Status | Current workflow state |
Row Limits
For performance and memory safety, exports are limited to 5,000 rows per export. If your export exceeds this limit:
- A warning message will display showing the total available vs. exported count
- Filter by individual nursery to export in smaller batches
- Combine multiple nursery exports in your spreadsheet software
After Exporting
- Exported submissions remain in their current status (they are not automatically changed)
- Mark submissions as 'Exported' manually after submitting to your LA to track progress
- Keep exported files for audit purposes
File Naming Convention
Files are named in the format:
- Claim Matrix: EYFP_Spring_2025_Little_Stars_Nursery_20250115.xlsx
- All Submissions: All_Submissions_Spring_2025_All_Nurseries_20250115.xlsx
Important: Only approved submissions are included in the Claim Matrix export. Ensure all submissions are reviewed and approved before your local authority deadline.
Tip: Many local authorities accept the EYFP format directly. Check with your LA for their specific import requirements.