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Found 26 results for "export"
Exporting Submissions to Local Authority
How to export approved submissions for your local authority funding claim
Exporting Funding Claims (Excel)
How to export approved claims to Excel for local authority submission
Bulk Download Signed Agreements
Download all signed funding agreements for a funding period as a ZIP file
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
Understanding the 10-State Submission Workflow
Learn about the different stages a funding submission goes through from creation to export
Portal Overview
An introduction to the Early Years Funding Portal and its key features
Understanding the Staff Dashboard
A complete guide to the home dashboard, its widgets, statistics, and quick actions
Information Captured Throughout the Process
A comprehensive guide to all data collected during child registration, funding submissions, and parent verification
Understanding the Child Details Page
A complete guide to all sections and features on a child's details page
Viewing a Child's Funding Submissions
How to view submission history, signed agreements, and create new submissions from a child's profile
Reviewing Parent Submissions
How to review and approve submissions completed by parents
Submission Validation Rules
Understanding what is validated at each stage and how to resolve validation errors
Deleting Submissions
How to permanently delete a funding submission (Head Office only)
Understanding Funding Periods
How funding periods work, key dates, and managing the funding calendar
Period Statistics and Monitoring
How to monitor submission progress for a funding period
Reports Dashboard & Statistics
Understanding the reports dashboard, available statistics, and analytics charts
Report Field Reference
Complete reference of all available fields for custom reports
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
Notification Usage Tracking
Monitor notification usage per funding period and manage soft-limit thresholds
Data Archival & Retention
Manage data retention policies, archive old submissions, and clean up notification records
Address Cleanup Utility
Fix duplicate house numbers in addresses caused by data entry issues
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies
Performance & Speed Issues
Resolving slow loading, timeouts, and performance problems