Pell Analysis

You can use the Pell Analysis report to analyze student records with an ISIR matched.

The Pell Analysis report has been updated for the 2024-25 award year to remove, rename, and add fields/options. The updated report is available when the Advanced Feature for Enable Pell COAClosed Select Yes to turn on the feature "Enable the Pell Cost of Attendance for Full Time and Less Than Half Time". When the feature is turned on, it enables the Registry Key "EnableLTHTPellCOA" in Anthology Student and disables the registry key "Enable_Eligibility0228" in FAA Regulatory US. EnableLTHTPellCOA is set to 0 (No/Disabled) by default. This registry key exists only in the database. The Enable Pell COA feature makes the Program Version Pell COA tab in the legacy interface read-only. All edits to the Pell COA will be made only in the Student web app. All functionality to award Pell Grants based on the full-time (FT) or less-than-half-time (LTHT) Pell COA will still work in the legacy interface and web app. A message in the legacy interface informs staff members when the advanced feature is turned on. has been turned on.

The following fields/options have been removed:

  • Amount
  • Range
  • Mode
    • Award Year COA close to Amount
    • Award Year COA close to Max Pell
    • Award Year COA close to calculated Annual Scheduled Amount.

The Mode option "COA Limited Pell Awards" has been renamed "Pell COA limited Pell Awards". This option will retrieve any Pell Grant that had the full grant award amount reduced from the Max Pell Grant Amount due to the Pell Cost of Attendance. It will also retrieve any Pell Grant that had a single disbursement amount reduced from the Max Pell Grant Amount due to the Less Than Half Time Pell Cost of Attendance. The report will inform users when either the fund source amount and/or any individual disbursement was reduced from the Max Pell Amount, so users can be notified when any one action has impacted the student's funding.

The student number has been introduced as the primary unique identifier.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Financial Aid - Pell Analysis or Financial Aid - All Reports authorization (All Reports provides authorization to view all reports for Financial Aid.) 

Access Method

Select the Reports tile > expand Financial Aid > select Pell Analysis.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Academic Year Start DateClosed The first day the item takes effect or becomes active. Depending on the context of the associated record, the start date can also be the start of a time range, session, or activity (e.g., job, program, course, term, payment period, academic year, enrollment). From and To

    AmountClosed The amount in dollars. The Amount field is disabled when you select the following Mode values: "Pell eligible but no Pell awarded", "COA limited Pell awards", "Award Year COA close to Max Pell", or "Award Year COA close to calculated Annual Scheduled Amount". The Amount field is disabled for award years 2024-25 and later.

    Award YearClosed The financial aid award year associated with the record.  ClosedRead Note.

    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.

    ModeClosed Select one of the following Mode options: "Pell eligible but no Pell awarded" – Select this option to analyze students who are Pell eligible and have not been awarded Pell. "Pell COA limited Pell awards" – Select this option to analyze Pell awards that were limited based on the Cost of Attendance (COA).

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

    ProgramsClosed The programs that the student is interested in. You can select more than one program.

    Range Closed Specific a dollar range above/below the Cost of attendance (COA) value, for example, +/- 1000. The Range field is disabled when you select the following Mode values: "Pell eligible but no Pell awarded" or "COA limited Pell awards". The Range field is disabled for award years 2024-25 and later.

    Student GroupsClosed The name of the student group. If your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus to which you are assigned. The list can also be filtered to display groups where you are the owner, public groups, and private groups to which you have been given access.

  2. Select Create as PDF or Create as Excel to download the report results.

Details for the Report

In the report:

  • Records are sorted by campus and enrollment

  • Columns include Student Name, Student ID, Start Date, ISIR ID Being paid on, and Pell Amount

  • Record counts and total Pell amounts are listed for each campus

 

This feature applies to U.S. compliance only.