IRIS Financial Planner Update — May 2023

The following updates were made for IRIS Financial Planner during May 2023:

New Features

NEW Multi-School GAG Budget by School Report

For Multi-Academy Trusts (MATs) running IRIS Financial Planner, a new report is available — Multi-School GAG Budget by School Report. This report provides a consolidated view of trust finances on a school-by-school basis, allowing you to compare school finances. You can filter the report by year, cluster, or an analysis tag.

To run the Multi-School GAG Budget by School Report, go to Multi-School and select the report name.

Fixes and Updates

• Fixed duplication of school names on the MAT Dashboard
• Improved system performance
• Corrected handling of special characters in reports