This feature can be used by the following user roles:
- Provider Admin
- Financial Provider
Use our built-in FIS tool to validate multiple learner records in a selected return period and generate a summary error report. To do this follow the steps below.
- Click FIS Reports from left hand navigation bar
- Click Generate new report
- Add Report Name
- Select Year and Return Period
- Click Next
- Click Request new report
- Click Back to reports
The report flags errors, warnings and ESFA-required fields. Download it as a CSV or view and correct the issues within each learner record.