Fund Source Activity Summary

You can use the Fund Source Activity Summary report to generate a summary of fund sources, number of students and awards, amounts awarded, received, refunded, and voided.

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 - Fund Source Activity Summary 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 Fund Source Activity Summary.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Award StatusesClosed Select the award statuses for which you want to generate the report.

    Award YearsClosed 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 SourcesClosed The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source.

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

    Student ID to PrintClosed Specifies the ID that is printed. The values are Student Number, Enrollment 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.

Details for the Report

In the report:

  • Fund Source Activity Summary report is sorted by Campus, Fund Source

  • In the Campus, fund sources are listed in alphabetical order

  • The end of the report displays the following totals:

    • Number of Students
    • Number of Awards
    • Amount Awarded
    • Amount Received
    • Amount Refunded
    • Net Amount Received (Amount Received - Amount Refunded)
    • Amount Voided