Scheduled Subsidiary Refunds Report

You can use the Scheduled Subsidiary Refunds report to generate a report of scheduled subsidiary refunds based on various reporting criteria.

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 Subsidiary 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 Subsidiary Refunds.

Procedure to Generate the Report

  1. Specify the data selection criteria.

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

    CampusesClosed The campus where the student or students were enrolled.

    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 AttendedClosed The date when the last day of attendance was posted. From and To

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

    Refund StatusesClosed Indicate the refund status for the Scheduled Subsidiary Refunds report. The options are Non-Processed, Processed, Void and All. The default option is All.

    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.

  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 Campuses and School Status

  • 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