Scheduled Refunds Report

You can use the Scheduled Refunds report to generate the list of refunds scheduled and refunds that were processed earlier to be printed. It provides an easy way to make sure all refunds are being made in a timely manner.

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 - Scheduled Refunds or Student Accounts - All Reports authorization (All Reports provides authorization to view all reports for Student Accounts.) 

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 Student Accounts > select Scheduled Refunds.

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 where the student or students were enrolled.

    Determination DateClosed The date when the determination was posted. From and To

    Display Payee InfoClosed Select the option whether or not you want to include payee information in the report.

    Due DateClosed The date when the item is due (such as task, document, or message). For a new task, the default is today. If you are specifying the value, specify the value in the format MM/DD/YYYY or select the calendar button to select the date. From and To

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

    Last Day AttClosed The date when the last day of attendance was posted. From and To

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

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

    StatusClosed Select the status of the refund. The options are Posted, Not Posted and Void.

    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.

    Student StatusesClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution.

    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:

  • Scheduled Refunds are sorted by Campus, Student Name, Fund Source, Due Date, and Award year

  • If you selected Yes in the Display Payee Info, a separate row for each payee is displayed

  • The total of each selected campus is displayed

  • The total of all campuses is displayed