Remaining Balance to Schedule (Term)

You can use the Remaining Balance to Schedule (Term) report to generate funding information based on charges and funding for the terms selected in the filters.

The filters can define the remaining balance to schedule (RBS) minimum and maximum amounts to help focus the report results. The RBS filters define a range of amounts that is compared to a calculated RBS amount (AR Balance Variance) which is determined by subtracting funding for the selected term(s) from the student’s AR Balance. Students whose calculated AR balance variance does not fall in the RBS range are not included in the report.

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 - Remaining Balance to Schedule (Term) or Financial Aid - All Reports authorization (All Reports provides authorization to view all reports for Financial Aid.) 

If you selected the SSN option in Student ID to PrintClosed Specifies the ID that is printed. The values are Student Number, SSN, Enrollment Number, and None. and want Anthology Student to display the SSN details, your institution must have selected Allow reporting access to Social Security NumberClosed Select the check box if you want the staff member to view, print, and export social security numbers (SSNs) for all reports from the Reports tile and when they export lists that contain columns with the social security number. The social security number will be a selectable option from the Student ID to Print drop-down list on the Report Selection Information page, will appear on the selected report, and will be available for export. This feature applies to custom reports which use Anthology Student stored procedures. If the SSN is a specified field on the report and the staff member or staff group does not have permission, the phrase "SSN Blocked" is printed on the report instead of the social security number. The SSN is also not displayed for export. on the Staff page. (Select the Settings tile > expand System > select Staff > select the New button and specify the general information or select an existing staff member in the list > select the Specialized Permissions tile.).

Access Method

Select the Reports tile > expand Financial Aid > select Remaining Balance to Schedule (Term).

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Aid StatusClosed Select the option for aid status for which you want to generate the report.

    Balance SourceClosed Select the option for balance source for which you want to generate the report.

    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.

    Expected Start DateClosed The date the student is expected to start enrollment at your institution. From and To

    Graduation DateClosed The date when the student graduated or is scheduled to graduate from the program version. From and To

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

    Maximum RBSClosed Enter a numeric value for maximum RBS for which you want to generate the report. The default value is 999999999999.

    Minimum RBSClosed Enter a numeric value for minimum RBS for which you want to generate the report. The default value is -999999999999.

    Program VersionsClosed The program version associated with the student or item.

    ShiftsClosed The shift during which the student will attend classes (such as days or evenings). Shifts are configured by your institution.

    Start DateClosed The first day that the item is effective or can be used. From and To

    Status CategoriesClosed The category for the status. It can include more than one student status. They are defined by the system and selected for the student statuses configured by your institution.  

    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, SSN, and None.

    Student 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.

    TermsClosed Select the terms you want Anthology Student to select from when it makes the term associations.

  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:

  • Remaining Balance to Schedule (Term) are sorted by Campus, Program Version, Enrollment Status, Student Name

  • In the Campus, students are listed in alphabetical order

  • The total of each selected campus is displayed