Print the Results of a Refund Calculation

You can use the Refund Calculations page to print reports for the refund calculations.

  • The Detail report contains information about the institutional refunds, including the transaction codes and the academic year and payment period

  • The Return of Title IV Calculation report contains totals from the calculation

Prerequisites

You must have Common - Student - View authorization. The remaining authorizations that are required depend on the type of calculation.

Type of Calculation Required Authorization

Actual

Student Accounts Student - Refund Calculation - Print

Student Accounts - Student Refund Calculation - Allow Refund Calculation

Hypothetical

Student Accounts Student - Refund Calculation - Print

Either: 

  • Student Accounts - Student Refund Calculation - Allow Hypothetical
  • Student Accounts - Student Refund Calculation - Allow Refund Calculation

Access Method

Select the Students tile > select the name in the Students list > expand Student Accounts > select the Refund Calculations or Hypothetical Refund Calculation tile.

If Anthology Student displays the: 

  • Hypothetical Refund Calculation tile, you are only authorized to view and work with hypothetical calculations

  • Refund Calculations tile, you can view and work with both actual and hypothetical calculations.

Procedure to Print the Results of a Refund Calculation

  1. Verify that the program version is correct. If not, select the program version in the Program Version list. If the student is a lead, you can also select All Program Versions.

  2. Highlight the record you want to delete from the list.

  3. Select the Print button on the toolbar.

  4. In the dialog, specify the values.

    Report TypeClosed If you want information about the institutional refunds, including the transaction codes and the academic year and payment period (if any), select Detail. If you want the totals from the Return of Title IV calculation, select Return of Title IV Calculation.

    Student ID to print Closed Indicates whether you want to include the Student ID, Social Security Number, Enrollment Number, or None. Note: The ID is printed for each student selected for the report. Most reports have all three student IDs available to print on the report. The SSN is required on some reports. Reports about leads (prospects) do not have an Enrollment ID. The ID selection is not used for reports that do not list individual students.

     

  5. You can either: 

    • Select the Print button (Print icon) on the toolbar of the dialog. The remaining dialogs you use to complete the print will depend on your browser.

    • Use the Export button (Export report icon) on the toolbar to export the document so that you can print the exported format.

    Any remaining steps will depend on the method you selected to print the report.