Back to Funding Tools

Apps Monthly Payment Report

Analyse your apprenticeship funding payments with ease

What is the Apps Monthly Payment Report? (Report 136-151)

The Apps Monthly Payment Report is a period-end funding report for payments generated under Funding Model 36 (apprenticeships from May 2017). Unlike the Indicative Earnings Report, this shows actual payments made after the ILR submission window has closed.

Key Differences from Indicative Earnings Report:

  • Shows payments made, not just earnings generated
  • Generated after ILR submission window closes (not during)
  • Breaks down funding sources: levy, co-investment, employer contributions
  • Matches ILR data with apprenticeship service account data
  • Does not include earnings information (see Indicative Earnings Report for that)

⚠️ Important Timing: This report is generated after the ILR submission window closes, once DfE can match ILR data with the apprenticeship service. It explains how earnings will be paid: through co-investment, from a digital account (levy), or a combination of both.

Where to Find the Report

Follow these steps to download your Apps Monthly Payment Report from Submit Learner Data (SLD):

1

Log in to Submit Learner Data (SLD)

2

Navigate to 'Submission History'

3

Click on 'Period End Reports'

4

Download the 'Period end reports_R0X.zip' file for your collection period (e.g., R01, R02, R03)

5

Extract the ZIP file

6

Locate the CSV file containing 'Apps Monthly Payment Report' in the filename

📅 When is it available?
The report becomes available after each collection window closes and DfE calculates your payments and recoveries.

💡 Screenshot placeholder: Add a screenshot showing the SLD Period End Reports page here

Save screenshots to: /frontend/public/help/screenshots/

How to Use the Tool

Once you have your Apps Monthly Payment Report CSV file:

1

Upload Your File

Click the 'Choose File' button and select your CSV file. Important: Do not rename the file from its original DfE format.

2

View Dashboard Summary

The tool will automatically analyse your data and display key metrics including total levy payments, co-investment payments, employer contributions, and learner counts.

3

Analyse Monthly Trends

View a month-by-month breakdown of your funding payments across the academic year, helping you identify patterns and forecast future payments.

4

Explore Learner Details

Switch to the learner view to see individual apprentice records, filter by status, standard, or funding type, and drill down into specific payment details.

5

Use Analysis Features

Analyse your data by completion status, standard codes, funding types, and contract numbers to gain deeper insights.

⚠️ Important: The tool analyses ZPROG001 records (main programme aims) and groups by unique learner numbers to provide accurate learner counts and payment summaries.

What You Can Analyse

Payment Breakdowns

  • Total levy payments
  • Co-investment payments
  • Employer contributions
  • Month-by-month trends

Learner Insights

  • Total learner count
  • Completion status distribution
  • Standard code analysis
  • Funding line type breakdown

Contract Analysis

  • Payments by contract number
  • Provider comparison
  • Employer analysis
  • Age group distribution

Search & Filter

  • Search by learner name
  • Filter by completion status
  • Sort by payment amounts
  • Export filtered data

Understanding the Report Details

Report Structure

  • Shows one row per learning aim (ZPROG001 for main programme aims)
  • Multiple rows appear when price is renegotiated mid-apprenticeship
  • Multiple rows if contract type changes for an apprentice
  • Includes key information: learner details, learning activity, monthly funding

Payment Columns

Payments shown for each collection period (R01 to R14):

  • Payments depend on apprenticeship service balance at end of collection
  • Split between employer payments and provider payments
  • Separate columns for learning support, English and maths, and additional payments
  • Late ILR submissions appear in later collection periods (e.g., R14)

Contract Numbers & Remittance

  • Contract numbers help match report with remittance advice
  • "No Contract" means those cash values will not be paid to you
  • Used to track which payments go to which contract/provider

Important Special Cases

  • Removed apprentices: ILR details won't show, but negative payments will appear
  • Data matching errors: Apprentice won't appear if earnings exist but no payment made
  • Aim sequence numbers: May not match latest ILR if based on earlier collection
  • Employer names: "Employer name at start of price episode" from apprenticeship service (not populated for pre-April 2021 apprenticeships without employer on service)

📋 Report Basis: Rows in this report are primarily based on payments made for each collection from R01 to R14, not the latest ILR file. This means historical payment data is preserved even if ILR records change.

Tips for Best Results

Always use the original filename from DfE - do not rename the file
Compare reports across different collection periods to track changes over time
Use the search feature to quickly find specific learners or employers
Export filtered data for further analysis in your own systems
Cross-reference with your ILR submissions to understand payment calculations
Review monthly trends to forecast upcoming payments and plan cash flow
Check for 'No Contract' entries to identify payments that won't be made
Look for negative payments to identify recoveries from removed learners

Ready to Analyse Your Data?

Head to the Apps Monthly Payment Report tool and upload your CSV file to get started.

Go to Tool

Legal

© 2026 Funding Fox. All rights reserved. Comprehensive funding intelligence platform for FE & Skills professionals.

Disclaimer: Funding Fox combines multi-LLM intelligence with official government FE & Skills funding documentation. While we strive for accuracy, information is provided for guidance only. Always verify critical information with the Department for Education.