Generate Reports

The topics in Generate Reports cover how you can generate and view reports using Anthology Student.

You can generate reports that compile and contain data from your Financial Aid module such as disbursement batch tracking, and COD grant origination status.

Prerequisites

You must have Common - Reports - View authorization.

You must also have one of these authorizations.

  • Reports - Financial Aid - reportname. For example, to display the FISAP Summary Report report, you must have Reports - Financial Aid - FISAP Summary Report authorization.

  • Financial Aid - All Reports. All Reports provides authorization to view all reports for Financial Aid. 

Any custom reports your institution creates will have authorizations following the Reports - Financial Aid - reportname pattern.

Access Reports for Your Module

Location Option to Select

Command bar

Shows the icon for the menu.

Home page

Shows the Report tile on the Home page.

Get Started Topics to Review

The Reports tile displays a tree list. The forms show the data selection criteria. Reports also have similar options.

Before you begin to generate reports, review the basics from the Get Started menu: 

Determine the Report to Select

Type of Information You Want Topic to Use
Generate a summary of the total COD disbursements and compare that number to the total COD disbursements posted as received in Anthology Student COD Disbursement Analysis
Information about a student with no disbursements sent does not appear on the COD Disbursement Analysis report COD Grant Origination Status Report
Summary of grant amounts for the specified award year, disbursement, and refund COD Grant Tracking Report
Detailed analysis of the direct loan activity at your institution Direct Loan Analysis Report
Information about direct loan disbursement batch activity for phase-in and full participant batches Direct Loan Disbursement Activity
Information about direct loan origination batch activity for phase-in and full participant batches Direct Loan Origination Change Batch Activity
A detailed audit trail of the batches prepared and posted Disbursement Batch Tracking
Information about posted batches where the amount posted is not reconciled Disbursement Batches Not Reconciled
Details to back up the Expected Cash Flow Summary report Expected Cash Flow Detail Report
Summary of the expected cash flow Expected Cash Flow Summary Report
List of information about files that have been imported or exported for Application Processing, Clearinghouse, COD, Direct Loan, Pell, SSCR, and SSCE Export - Import Batch Tracking
Track financial aid packaging information for students FA Status Report
List of hours worked, hourly rate, and other information about students involved in the Work-Study program Federal Work-Study Reconciliation
Summary of fund sources, number of students and awards, and amounts awarded, received, refunded, and voided Fund Source Activity Summary
Prospective students information about all Gainful Employment (GE) program versions Gainful Employment Disclosure
List of students with HOPE and Zell Miller Scholarships with their GPA  HOPE Summary Report
List of processed application and correction information (i.e., comment codes) for Institutional Student Information Record (ISIR) data ISIR Summary Report
Identify courses that a student never attended, but which were on the official transcript and charged Packaged Enrollment Status
Summary of the financial aid packaging data for student enrollments Packaging Summary
Track financial aid that is past due Past Due Summary Cash Flow
View the progress of more than one student at a time Progress Report
Display the funding requirements for a full program Remaining Balance To Schedule (Full Program)
Display the funding requirements based on term costs Remaining Balance to Schedule (Term)
Display the funding requirements for an academic year Remaining Balance to Schedule (Academic Year)
View the SAP calculation details SAP Tables Listing
List each student's financial aid by fund source within the Academic Year and Payment Period Student Financial Aid Summary by Payment Period
List each student's financial aid by fund source within the terms Student Financial Aid Summary By Term