Running the EFA Budget Forecast Return Report

The EFA Budget Forecast Return report includes:

  • The Current Year Actuals (to March)
  • Combined Actuals and Budgets Forecast (to August)
  • Forecasts for the next two Academic years
  • The Prior Year Actuals separated into periods 01 to 07 and 08 to12

The report displays the values for each ESFA category to the nearest thousand. Use these figures to complete your ESFA budget forecast return.

For the report to populate correctly, before running it, you must have added a budget that covers the next three academic years.

  1. Go to Processing Modules, then select Reporting Suite.
  2. From Management Reporting, select EFA Budget Forecast Return.

  3. Complete the following:

    • Please select the company(s)
    • Please select the Location(s)
    • Please select the Year - The required academic year for the report.
    • Please select Current Year April to August Forecast Budget - The budget covering April to August and the following three years. Actuals are used for April to June.
    • Please select the Fund Type(s)
    • Please select Next Year(s) September to August Forecast Report - Select the required budget.
    • Include Year End Periods? - If you have any adjustments in period 97 or 98, select these. Otherwise select None.
    • Please select EFA Grouping - This year's EFSA Budget Forecast Report indices code.
  4. Select View Report.