ISIR Summary Report

You can use the ISIR Summary Report to display a report of processed application and correction information (i.e., comment codes) for Institutional Student Information Record (ISIR) data.

A school resolution is required if a C code (C-Flag, comment code, correction code) is displayed in the report. For more details, see ISIRs Received.

Note: The ISIR comment codes related to the Pell Grant Lifetime Eligibility Units (LEU) regulations are in the Pell Lifetime Limit column:

  • 345 (High Pell percentage)
  • 346 (Pell percentage close to Pell LEU limit)
  • 347 (Meet or exceed Pell LEU limit)
  • 348 (No longer a problem)

If the Pell Lifetime Limit column is blank, it means the student has not come close enough to a Pell LEU limit to cause a comment code to be generated.

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 - ISIR Summary Report 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 ISIR Summary Report.

Procedure to Generate the Report

  1. Select one or more 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..

  2. Select one or more Award YearsClosed The financial aid award year..

    Note: Do not select award years before 2013-14 or use the "Include All" option as this may result in a database validation error.

  3. Specify additional data selection criteria.

    Date AddedClosed The date when the item or person was added or the status change was entered. From and To

    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.

    Include StudentsClosed Select the students to include in the report. The options are: Include only students with ISIR on file, Include only students without ISIR on file, and Include all students.

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

    ModelsClosed Indicates the student's Dependency Model determined by the CPS/FPS based on the ISIR data provided. Valid values are: D = Dependent; I = Independent; Z = Provisional Independent; X = Rejected Dependent; Y = Rejected Independent

    Primary EFC/SAIClosed Primary Estimated Family Contribution (PEFC) is the EFC calculated by taking the income information provided by the student, based on his/her dependency model and whether he or she meets Simplified Needs, and applying it to the formula written by Congress. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI). From and To

    ProgramsClosed The name of the program. Programs are configured by your institution.

    School StatusesClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled.

    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, Enrollment Number, and None.

    SUPClosed The Subsidized Usage Period range indicates if a student has a remaining subsidized loan eligibility for a specific award year. From and To

    Verification GroupsClosed To include students who have been selected for verification, select the applicable Verification Group(s). To include students who have not been selected for verification, select Blank Group.

    Select Yes or No for the following options:

    • Include only ISIRs Selected for Verification?

    • Include only ISIRs Pushed by CPS?

    • Include only ISIRs with SAR C flag?

    • Include only ISIRs with SAR C Change flag?

    • Sort Option By Print ID?

  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: