Access Education Finance Launches Custom Reporting Tool

What makes Report Builder right for you?

Explore the key features

With the custom capabilities of Report Builder, you can:

Create custom reports using the Chart of Accounts data set, with additional data sets coming very soon.
Group and pivot data in ways that meet your reporting needs, giving you the insights you require while reducing manual effort.
Share reports with colleagues quickly and easily, keeping everyone on the same page and fostering collaboration.
Duplicate reports to save time when creating new versions or streamline processes by making templates.
Export reports to Excel workbooks or .csv files for further analysis, information sharing and record keeping.

Take a no-obligation tour

Access Education Finance is trusted by more than 9,000 learning institutions. Schedule a personalised live demo to learn about our software and see how it can work for you, including a walk-through of the latest reporting features.

If you’re an existing client and would like to know more about Report Builder, please head to the Customer Success Portal or contact us.

Schedule your live demo

Benefits of Report Builder for financial professionals

Access Education understands the challenges that financial professionals face — you want to do your very best for the school, but working in this sector is not getting any easier. Processes change, resources are spread thinly and budgets are tighter than ever.

Report Builder gives you more control and better insights, helping to relieve some of the pressures on you and your team. Key benefits of Report Builder include:

Seamless and intuitive reporting with simple user experience, so staff members with different focus areas can run the reports they require.
Time saving features — pre-built reporting comes with build-your-own capabilities, and the custom reports you create can easily be saved and shared. The report-building process has never been more streamlined, and teams can save hours of time.
Flexibility to deliver the reports you need with custom filtering and data manipulation, dynamic grouping and aggregation, interactive features and more.
Complete customisation, delivering bespoke reports that support individual aims, goals and KPIs. Custom reports can reveal areas of strength and opportunities for improvement, making them highly strategic and actionable.
The ability to directly answer important questions. What was the return on investment (ROI) on a new initiative? Where could cost savings be made? What is the retention rate vs churn rate for teaching staff? Custom reporting provides deeper insights that shed light on key areas.

Who will get the most out of Access Education’s Report Builder?

Report Builder is designed to make day-to-day tasks simpler for decision makers, budget holders, business managers, administrators and others working in the field of finance across the education sector. The staff who keep schools running will really feel the benefits of Report Builder because:

Better technology leads to better processes, increasing staff motivation and morale.
In-depth features allow staff to get ahead of tasks, working more proactively and less reactively.
Working more efficiently helps staff meet deadlines, champion accuracy and get more time back during the school day.
Enhanced reporting helps automate time-consuming risk and compliance management.
KPIs can be tracked more easily, rolling up to a MAT-level view as well as offering visibility across individual schools.

Access Education Finance is widely used by schools, academies, multi-academy trusts, local authorities, colleges, further education establishments and education consultancies. Report Builder gives all educational establishments a new set of tools to improve processes and inform decision making even more efficiently.

Building success in collaboration with our clients – A message from Sales Manager, Karl Higginson

“The release of Report Builder is a key milestone in our ongoing mission to continually enhance the reporting capabilities of Access Education Finance. This is just the beginning and our Product Development team is working on additional features that will roll out in future to make Report Builder even more powerful.

We are excited for our clients to experience the benefits for themselves and will be gathering feedback about the tool, as well as features and capabilities that would offer further value. If you have questions, comments, feedback, ideas or suggestions, we want to hear them — we work in close partnership with our clients to understand the needs of the education industry.

Thank you for your partnership and we look forward to achieving more milestones together. If you would like to know more about our software, schedule a no-obligation demo to see all the features in action or contact us to discuss your specific needs.”

Access Report Builder FAQs

Q: Is Report Builder a standalone tool?

Report Builder is part of Access Education Finance, providing custom reporting capabilities to enhance the complete software package.

Q: Who can use Report Builder?

A: Existing users of Access Education Finance will gain access to the Report Builder tool within their current account. If you would like to learn more about Access Education Finance and how it can support your organisation, download the brochure or schedule a live demo.

Q: My school’s needs are unique and complex — does Report Builder accommodate flexibility?

A: Report Builder is a custom reporting tool that provides autonomy and control over data, as well as in-depth, actionable insights that can be completely tailored to your school’s needs.

Meet James Kirby, an education finance expert whose wealth of knowledge evolved from his extensive background in finance for schools, particularly within the Hampshire Local Authority, the second-largest LA in England.

Drawing on his experience, James possesses a deep understanding of how LAs operate, including their budgetary and financial requirements. He applies this knowledge to navigate the intricacies that filter down to the school level, where he helps enhance financial processes and ensures efficient reporting back to the LA.

In his current position as Senior Consultant at Access, James leverages his comprehensive finance knowledge to aid our education finance customers. From implementation and migration to CPD and training, he imparts his expertise to schools, academies, and trusts.

Additionally, James collaborates with LAs to streamline reporting requirements, ensuring a harmonious meeting of both school and LA needs. James is a fountain of knowledge in all aspects of education finance, and he goes above and beyond to support our customers in any way possible.