R2T4 Review By Term Report

You can use the R2T4 Review by Term report to identify students who have:

  • Failed/Withdrawn from all courses in a term

  • Packaged with Title IV funds in a term

You can review the students who meet the above conditions in the report to determine if those students meet the criteria to have an R2T4 calculation performed.

To identify students who failed/dropped all courses in the term, the report relies on the student’s term summary. It gathers the students whose credits attempted must be > 0 but credits earned = 0. Since the credits attempted and credits earned values are populated when final grades are posted, we recommend that you run the report against terms that already have final grades posted to ensure accuracy.

In version Anthology Student 23.2 and later, the last date of attendance (LDA) for each course is displayed in the Course section of the report for each student.

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 - Student Accounts - R2T4 Review by Term Report or Student Accounts - All Reports authorization (All Reports provides authorization to view all reports for Student Accounts.) 

You must be familiar with Background for Return of Title IV, Fields, and Processing

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 SettingsSystemGeneral.

Access Method

Select the Reports tile > expand Student Accounts > select R2T4 Review by Term.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    CampusesClosed The campus or campuses to which the staff member has access. Select the campus or campuses for which the report’s data will be filtered.

    Include Canceled DisbursementClosed Indicate whether you want to include the canceled disbursements. By default, the option is set to Yes.

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

    TermClosed Select the terms for which you want to view students who failed/dropped all courses and have Title IV funds packaged. If your institution uses the parent and the child terms, you should use the parent term when running the report because even though courses are registered on the child terms, the credits attempted/earned are reflected on the parent term. Also, Financial Aid is packaged for parent terms.

    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.

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:

  • Students are sorted alphabetically by name

  • The last page has a summary by Status Category and Status