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 create 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. The timeout duration for PDF export has been extended from 15 minutes. The timeout duration for SSRS Report Timeout has been extended from 20 minutes. 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 The group you specified for the campus. Your institution configures the groups for campuses.

    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 whether to include payee information in the report.

    Due DateClosed The date when the item is due (such as a task, document, or message). For a new task, the default is today. If you are specifying the value, use the format MM/DD/YYYY or select the calendar button and 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 last day of attendance for the student. For hypothetical refunds, you can specify any value as the Last Day Attended, including a future date. For Actual refunds, this will be the student's actual last date of attendance and it cannot be changed. If you select Hypothetical for Calculation Type, you can change it to any date, including a future date. If you change it from Hypothetical to Actual, Anthology Student checks if it is equal to the drop date for the student on file. If it is not equal, Anthology Student changes it to the drop date on file. From and To

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

    Load Saved CriteriaClosed Select the saved criteria 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 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.

    YearClosed The financial aid award year associated with the record.

  2. 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.

You can also save to a student group. For more information, refer to 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 field, a separate row for each payee is displayed

  • The total of each selected campus is displayed

  • The total of all campuses is displayed