90-10 Report by Revenue Source

You can use the 90-10 Report by Revenue Source to create information about the percentage of revenue a school derives from Title IV and non-Title IV sources. This report calculates 90/10 percentages by limiting the denominator for each student to the eligible Title IV charges.

Generating the report involves two tabs on the 90-10 Report by Revenue Source page.

On the Process tab, specify the data selection criteria and queue the job. The job will run in the background.
On the History tab, review the result of the background job.

Prerequisites

You must have:

Common - Reports - View authorization

Either Reports - Student Accounts - 90-10 Report by Revenue Source or
Student Accounts - All Reports authorization (All Reports provides authorization to view all reports for Student Accounts.)

You should be familiar with the Background for 90-10 Report by Revenue Source.

If you want to:

Use eligible charges, enable the Include In Title IV Institutional Charges Select this option if the charge is to be included in the Title IV refund institutional charges calculation. This option must be selected if this transaction code represents a charge to be evaluated. check box in Transaction Code (Select the Configuration tile > expand Student Accounts > select Transaction Codes.)
Use school activities revenue in the 90-10 calculation, enable the Include as School Activities Revenue in 90/10 Select this option to include income from eligible school activities in the 90/10 calculation. This feature is available only if the Bill Type is Misc Receipts or Both. This option is disabled for Bill Type Student. Note: In calculating revenues generated by school activities, an institution may include only revenue generated by the institution from activities it conducts, that are necessary for its students' education or training. The activities must be conducted on campus or at a facility under the control of the institution; performed under the supervision of a member of the institution's faculty; and required to be performed by all students in a specific educational program at the institution. Examples include beauty/barbering schools providing haircuts; culinary institutes operating restaurants, and trade schools providing equipment repairs. For more information on eligible activities, refer to http://ifap.ed.gov. check box in Transaction Code (Select the Configuration tile > expand Student Accounts > select Transaction Codes.)
Include other non-federal resources, enable the Other Non Federal Resource If the check box is selected or the column contains Yes, the fund source is applied towards institutional costs before Title IV and other cash payments in the 90/10 calculation. When the check box is selected, the 90/10 calculation does not exclude stipends from Title IV funds (Revenue). The check box is disabled if the Title IV check box is selected. check box in Fund Source Code (Select the Configuration tile > expand Financial Aid > select Fund Sources.)

To configure the timeout duration for the Export to Excel button, your institution must have configured Export to Excel Timeout in Seconds 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 Student Accounts > select 90-10 Report by Revenue Source.

Procedure to Generate the Report

Process Tab

Use the Process tab to specify the selection criteria and queue the 90-10 Report by Revenue Source.

Specify the data selection criteria.

Audit Period Select the audit start and end period for which you want to generate the report. From and To

Campus Groups Specifies the campus group for which the report is generated.

Campuses 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.

Include Applied Unscheduled Payments Select whether you want to include applied unscheduled payments. The default iis Yes. If you select No, the report displays revenue data by campus and provides an overall total.

Include the Detailed Calculation for Each Student Select whether you want to include the detailed calculation for each student. By default it is set to No. It applies only to unscheduled payments not tied to a fund source. These payments are treated as Cash (Other Receipts) payments for 90/10 processing.

Student ID to Print Specifies the ID that is printed. The values are Student Number, Enrollment Number, and None.

Select the Queue Report button.
On the queue batch dialog, review or change the name of the batch and select the Queue button.

Anthology Student processes the selection criteria in the background. When the job is complete, Anthology Student notifies you that the 90/10 report has been successfully queued.

Continue with the History tab.

History Tab

Use the History tab to generate and download the 90-10 Report by Revenue Source.

Batches on this tab are available for 28 days by default. Anthology Student removes them after 28 days. If you need to keep the information for a batch, use the Export ( Export button ) button on the toolbar.

Review the status and values for the batches in the list.

Audit Period Indicates the audit period. From and To

Batch The batch Id of the job.

Campus 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.

Duration The amount of time it took to process the job or batch.

Name The descriptive name of the item.

Result The message that is returned after the transmission is submitted.

Started The start time of the background job.

Status A status of Preparing indicates that the jobs in the batch are still being created or are waiting on the system resources required to create them. Started indicates that the batch has been started. (At least one job in the batch is Enqueued, Processing, Succeeded, or Deleted.) Succeeded indicates all jobs in the batch have been executed and ALL job states are Succeeded. Completed indicates all jobs in the batch have been executed and some jobs may be at Succeeded state, but at least one of the jobs is at a Deleted state. Awaiting indicates the batch is awaiting the completion of a dependent job or batch. Deleted indicates that the batch has been canceled.

Submitted By The name of the staff member who submitted the batch for processing.

Select the check box next to the batch. If the batch is successful, Anthology Student enables the Generate Report button on the toolbar.
Select the Generate Report button on the toolbar to generate and download the report.
If the job status is Failed, select the Retry Batch button in the grid toolbar to resubmit the job.
To remove a batch, select the Cancel Batch button in the grid toolbar.

Details for the Report

In the report :

90-10 Report by Revenue Source is sorted by Campus, Student Name
In the Campus, students are listed in alphabetical order
If you set Include the Detailed Calculation for Each Student Select whether you want to include the detailed calculation for each student. By default it is set to No. It applies only to unscheduled payments not tied to a fund source. These payments are treated as Cash (Other Receipts) payments for 90/10 processing.
- To Yes, student details and their grand totals are displayed
- To No, campus fund source grand totals are displayed
Revenue adjustments, including revenue that exceeds eligible charges, are displayed under the Refunds/Revenue Adjustments column
SEOG Matching is reported as a Revenue Adjustment

For reports with a start date on or after January 1^st, 2023:

Non-Title IV Federal education fund sources are placed in the “Funds from Non-Title IV Federal Sources” category
Total amounts from Title IV Funds and actual non-Title IV Federal education fund sources included in the numerator are placed in the “Federal Numerator Amount” column