Direct Loan Origination Change Batch Activity

You can use the Direct Loan Origination Change Batch Activity report to generate information about direct loan origination batch activity for phase-in participant batches and full participant batches.

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 - Direct Loan Origination Change Batch Activity 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 Direct Loan Origination Change Batch Activity.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    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.

    Date ExportedClosed The date when the file was exported. From and To

    Document IDClosed Select the condition for the document ID 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 document ID records between 1 and 5 only.

    Document ID ValueClosed Enter the document ID value.

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

    School IDClosed Select the condition for the school ID 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 school ID records between 1 and 5 only.

    School ID ValueClosed Enter the school ID value.

    Student GroupsClosed The name of the student group. If you are selecting a group and your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus that you are assigned to. If you are selecting a group, it can also be filtered to display groups where you are the owner, public groups, and private groups to which you have been given access.

    Student ID to PrintClosed Specifies the ID that is printed. The values are Student Number and None.

  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.

You can also save to a student group. For more information, see Create or Update a Student Group Using a Report.

Details for the Report

In the report:

  • Direct Loan Origination Change Batch Activities are sorted by Batch ID, Student Name

  • In the Batch, students are listed in alphabetical order