Report Parameters / Filters

• Enterprise
• Institution (multi-select)
• Campus (multi-select)
• Site (multi-select)
• Type
  
  • Term Based
  • Non-Term Based
  • NonStandard Term
• Term (multi-select) (only if Term is chosen from Type)
• Payment Period Start Date Range From  (only if Non-Term Type is chosen)
• Payment Period Start Date Range  To (only if Non-Term Type is chosen)
• Withdrawal Date Range From (only if None of the above two options are chosen)
• Withdrawal Date Range To (only if None of the above two options are chosen)
• Automatic vs. Manually Processed R2T4s
• R2T4 Status
  • Open
  • Reversed
  • Not Required
  • Finalized
  • Ready for Review
  • Error
• Enrollment Level (multi-select)
  • All 
  • Full time
  • Three-quarter time
  • Half time
  • Less than half time
  • None
• Include Student Details?
  • Yes
  • No
• Student is Active?
  • All
  • Yes
  • No

Output Columns

• External Student ID (1-4 as applicable)
• First Name
• Last Name
• Automatic vs. Manually Processed R2T4s
• Date R2T4 Template Automatically Created
• Payment Period
• Payment Period Start Date
• Payment Period End Date
• Enrollment Level
• Withdrawal Date (WDD)
• Date of Determination (DOD)
• Loan Originated after WDD
• Loan Originated after DOD
• DOD + 30 Days
  • (Counts ALL days, including weekends and holidays)
• DOD + 45 Days
  • (Counts ALL days, including weekends and holidays)
• R2T4 Status
• Date of R2T4 Status
• If no R2T4 Required, Reason for No R2T4
  • User-defined Not Required Reason
  • Did not attend Payment Period
  • No Title IV eligibility for Payment Period
  • Confirmed future attendance in the Payment Period
  • Approved Leave of Absence
  • Returned in Payment Period after the initial DOD
• Percentage Earned (Box H)
• Post-Withdrawal Disbursement (Box J)
• Title IV Aid to be Returned (Box K)
• Amount for School to Return (Box O)
• Step 10 Grant Amounts to Return
• Unearned Pell to be Returned
• Total Amount Returned
• PWD Total
• Student is Active?