Stipend Schedule Report

You can use the Stipend Schedule report to generate the list of scheduled payments to students by the school.

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 - Stipend Schedule 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 Stipend Schedule.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    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.

    Date ScheduledClosed The date when the item is scheduled. From and To

    Fund SourcesClosed The fund source associated with the award which the refund is scheduled against. If your institution is using fund source security, you must have permission to work with the fund source.

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

    Stipend StatusClosed The stipend status. The options are Canceled, Paid, Scheduled and Voided.

    Student GroupClosed 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 StatusClosed 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.

  2. Take the appropriate action.

    Task Action to Take
    View the report

    Select the View Report button. Anthology Student displays the generated report.

    You can view the student names for each student as a hyperlink. The hyperlinks open the student's stipend schedule when loading the student's stipend schedule through the user interface. The hyperlink when selected, opens the student's stipend schedule on the same page or you can choose to open in new page as needed.
    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 have entered specific characters like *, -, !, (, or ) into the fields of the report, 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 selected criteria for the report.
    Delete the selection criteria
    1. Select the Delete Saved Criteria button. Anthology Student displays the Delete confirmation 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:

  • Stipend Schedules are sorted by Campus, Student Name, and Date Scheduled

  • For each selected campus, the total for each student stipend is displayed

  • The total for each selected campus' stipend schedule is displayed

  • The total of all campuses' stipend schedules is displayed