Student Financial Aid Summary By Term

You can use the Student Financial Aid Summary By Term report to generate a list of each student's financial aid by fund source within terms.

The selection criteria for the report enable schools to capture the information required for the Financial Aid Compliance audit.

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 - Student Financial Aid Summary By 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.).

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 Student Financial Aid Summary By Term.

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.

    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

    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.

    Last Date AttClosed The date when the last day of attendance was posted. If the From and To fields consist of default value of MM/DD/YYYY, all records, including those that do not have an actual date value, will be included in the report. From and To

    LendersClosed The name of the lender. Lenders are configured by your institution.

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

    ServicersClosed Specifies the servicer that is servicing the loan (such as the institution collecting payments). If a servicer was configured for the lender, the servicer from the configuration is displayed by default.

    StatusClosed Select the required status for financial aid summary.

    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 The available terms.

    Version Start Date (Transaction Adjustment)Closed The start date of the program version for the campus that the student is enrolling in. From and To

    YearClosed The financial aid award year.

  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:

  • Student Financial Aid Summary By Terms are sorted by Campus, Term, Student Name, Fund Source

  • For the selected campuses, each student's total for Gross Awarded, Gross Packaged, Amount Scheduled, Amount Received, Refunds, and Stipends for each fund source is displayed

  • The total for the Student Financial Aid Summary by Term is displayed

  • Based on the selected campuses, the grand total for campuses is displayed