Off-The-Job changes in line with the ESFA Funding Rules 2022/23

Click here to see our planned changes to support the new funding rules. Get involved by upvoting, commenting and following the topic to receive updates!

Software Update: Wednesday 24th August 2022 7am - 7:30am

On Wednesday, we're updating Eportfolio to release new and improved features
To find out more, our release notes are available here.

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ESFA Reports - download your XML file

  User Roles

This feature can be used by the following user roles:

  • Provider Admin
  • Financial Provider
  • Assessor

To export to XML, follow the steps below.

  1. Click ESFA Reports from left hand navigation bar
  2. Click Request new Report
  3. Add report name
  4. Select Year and Return Period
  5. Click Next
  6. Click Request new report
  7. Click Back to reports

Once the report has been processed, you'll then be able to download to your device.

Please note

This report is separate from data validation and the records may contain errors. Use our data validation tool if you haven't already. Click here for guideance on using data validation (FIS) reports.

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