Remaining Balance to Schedule (Academic Year)

You can use the Remaining Balance to Schedule (Academic Year) report to display the funding requirements for an academic year and use the institutional charges for an academic year. For example, information based on student status (current status of the student) to prevent duplicate counts for students with both Drop and Active enrollments or students with both Program Transfer and Graduate enrollments on the Remaining Balance to Schedule (Full Program) report.

The remaining balance to schedule is a number computed by comparing the total charges for a specified block of time to all monies scheduled to be received for that same block of time. This information enables the school to quickly identify any students for whom the proper amount of funding has not been scheduled to cover the cost for any specific enrollment period.

If you frequently generate reports with the same selection criteria, you can save the selection criteria under a name. This makes it easier to create reports in the future with the same selection criteria.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Financial Aid - Remaining Balance to Schedule (Academic Year) or Financial Aid - All Reports authorization (All Reports provides authorization to view all reports for Financial Aid.) 

If you selected the SSN option in the Student ID to PrintClosed 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. You must be authorized to view social security numbers (SSNs) and to select SSNs in the list. Reports about leads (prospects) do not have an Enrollment ID. The ID selection is not used for reports that do not list individual students. field and want Anthology Student to display the SSN details, your institution must have selected the Allow reporting access to Social Security NumberClosed Select the check box if you want the staff member to view, print, and export social security numbers (SSNs) for all reports from the Reports tile and when they export lists that contain columns with the social security number. The social security number will be a selectable option from the Student ID to Print drop-down list on the Report Selection Information page, will appear on the selected report, and will be available for export. This feature applies to custom reports that use Anthology Student stored procedures. If the SSN is a specified field on the report and the staff member or staff group does not have permission, the phrase "SSN Blocked" is printed on the report instead of the social security number. The SSN is also not displayed for export. check box on the Staff page (Select the Settings tile > expand System > select Staff > select the New button and specify the general information or select an existing staff member > select the Specialized Permissions tile.).

Access Method

Select the Reports tile > expand Financial Aid > select Remaining Balance to Schedule (Academic Year).

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Ac Yr End DateClosed The end date for the academic year. From and To

    Ac Yr Start DateClosed The start date for the academic year. From and To

    Academic YearClosed Select the condition for the academic year sequence in the report. The values are Equal To, Not Equal To, Greater than, Less than, Between, Like, and Include All.

    Academic Year ValueClosed Enter a numeric value for the academic year sequence for which you want to generate the report.

    Aid StatusClosed Select the aid statuses you want to include in the statement. The options are Estimated, Pending, and Approved. You can select one or more options.

    Balance SourceClosed Select the balance source for which you want to generate the report. The options are Enrollment and Student.

    Campus GroupsClosed The group you specified for the campus. Your institution configures the groups for campuses.

    CampusesClosed 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.

    Exp Start DateClosed This field represents the student's expected first day of attendance. It is used for planning and reporting purposes. The value may differ from the actual start date if the student delays or defers. The field is often auto-populated based on the Version Start Date selected during application entry. It can also be manually adjusted during enrollment setup. From and To

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

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

    Maximum RBSClosed Enter a numeric value for maximum RBS for which you want to generate the report. The default value is 999999999999.

    Minimum RBSClosed Enter a numeric value for minimum RBS for which you want to generate the report. The default value is -999999999999.

    Program VersionsClosed The program version associated with the student or item.

    ShiftsClosed Select shifts associated with the students. Only students who are associated with the selected shifts will have statements generated.

    Status CategoriesClosed The category for the status. It can include more than one student status. They are defined by the system and selected for the student statuses configured by your institution.  

    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 to which you are assigned. 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 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. You must be authorized to view social security numbers (SSNs) and to select SSNs in the list. Reports about leads (prospects) do not have an Enrollment ID. The ID selection is not used for reports that do not list individual students.

    Student StatusesClosed Specifies the status of the prospect or student at your institution (school status). Statuses are configured by your institution and vary by institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and tasks to close with the result of canceled. The student’s status (e.g., Active) is determined by their status history and activation units. A populated Version Start Date does not automatically flip a student to Active unless paired with appropriate status progression. You can use the status values to filter student records in lists/grid, processes, and reports. The status for an alumnus can be complete or graduated.

    Version Start DateClosed The start date of the program version for the campus that the student is enrolling in. From and To

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.

  2. Review, specify, or change the following value.

    Export File NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, 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.

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.

  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.

  2. Select the Delete button. Anthology Student deletes the selected saved criteria for the report.

Details for the Report

In the report:

  • Remaining Balance to Schedule (Academic Year) are sorted by Campus, Program Version, Enrollment Status, Student Name

  • In the Campus, students are listed in alphabetical order

  • Funding Expected Through AY column accommodates aid still expected from a prior academic year. All records for the enrollment where the Date Scheduled is equal to or less than the end date of the student's academic year are displayed

  • The total of each selected campus is displayed