COD Grant Origination Status Report

You can use the COD Grant Origination Status report as an origination tool because a student with no disbursements sent does not appear on the COD Disbursement Analysis report.

You can also use this report to determine, for example, rejected grant originations.

If you frequently generate reports with the same selection criteria, you can save the selection criteria under a name. This makes it easier to generate reports in the future with the same selection criteria.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Financial Aid - COD Grant Origination Status or Financial Aid - All Reports authorization (All Reports provides authorization to view all reports for Financial Aid.) 

To configure the timeout duration for the Export to Excel button, your institution must have configured Export to Excel Timeout in SecondsClosed Enter the Timeout Value in seconds (0-900) for all the SSRS Export to Excel. under Settings > System > General.

Access Method

Select the Reports tile > expand Financial Aid > select COD Grant Origination Status Report.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Additional Eligibility IndicatorClosed Select the option to include the additional eligibility indicator in the report.

    Attending PELL IDClosed Select the condition you want for the attending Pell ID records in the report. The values are Equal To, Not Equal To, Greater than, Less than, Between, Like, and Include All. For example, if you select condition Between and enter the range (1;5) in the respective value field, the report displays the attending Pell ID records between 1 and 5 only.

    Attending PELL ID ValueClosed Enter the attending Pell ID value.

    Award YearClosed Select the condition for the award year in the report. The values are Equal To, Not Equal To, Greater than, Less than, Between, Like, and Include All. For example, if you select the condition Between and enter the range (2017-18;2019-20) in the respective value field, the report displays the award years between 2017-18 and 2019-20 only.

    Award Year ValueClosed The financial aid award year.

    Campus GroupsClosed Specifies the campus group for which the report is generated.

    CampusesClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    Fund Source TypeClosed The type of fund source.

    Load Saved CriteriaClosed Select the required saved criteria that you want to load in the selection criteria fields.

    Origination StatusClosed Origination status of the award.

    Origination Batch IDClosed Select the condition you want for the origination batch ID records in the report. The values are Equal To, Not Equal To, Greater than, Less than, Between, Like, and Include All. For example, if you select the condition Between and enter the range (1;5) in the respective value field, the report displays the origination batch ID records between 1 and 5 only.

    Origination Batch ID ValueClosed Enter the origination batch ID value.

    Verification StatusClosed Use the list to manually select a verification status for the student's FAFSA or ISIR. The field is displayed only if the origination status of the Pell grant is Batched to Send. The values are Blank for Not Selected and not verified, S for Selected not verified, E for Selected - Qualified Exclusion, N for Not Verified, V for Verified, and W for Without Documentation. During import, Anthology Student sets an ISIR selected for verification to the system status of S and an ISIR not selected to Blank. The Department of Education has defined Blank, Selected, Qualified Exclusion, Verified, or Without Documentation as valid statuses. The status is reported in the Pell origination extract procedure; however, the status of Selected does not send the verification tag in the export file. The use of Selected, although not valid on the origination extract, lets you manage the verification status for those students selected before extracting a Pell origination. Be aware that Selected, Qualified Exclusion will export as an S in the file to COD.

  1. Take the appropriate action.

    Task Action to Take
    View the report

    1.  Select the View Report button. Anthology Student displays the generated report.
    Export the report

    1.  Select the Export to Excel button. Anthology Student displays the Export Report Data dialog box.

    2.  Review, specify, or change the following value.

    Export File NameClosed The name of the exported file.

    3.  Select the Export button.

    Anthology Student exports the generated report as a CSV file which may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen.

    Note: If you entered special characters like *, -, !, (, or ) in the report fields, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or CSV. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as an actionable formula. Once the report is exported to Excel, Anthology suggests using find and replace on the characters only if necessary to restore original values.
    Save the selection criteria

    1.  Select the Save Criteria button. Anthology Student displays the Save Criteria dialog box.

    2.  Specify the name to save the criteria.

    3.  Select the Save button. Anthology Student saves the selection criteria for the report.
    Delete the selection criteria

    1.  Select the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box.

    2.  Select the Delete button. Anthology Student deletes the selected saved criteria for the report.

Details for the Report

In the report:

  • COD Grant Origination Statuses are sorted by Campus, Student Name

  • In the Campus, students are listed in alphabetical order