Report Description

This report enables schools to readily identify students who may be over-awarded need or cost for a specific period of time.

• Payment Periods (one line per payment period in the selected date range, so if a student has three Payment Periods with start dates in the range selected, the report should show a row for each)

• Loan Periods (one line per payment period in the selected date range, so if a student has three Loan Periods with start dates in the range selected, the report should show a row for each)

• Academic years (one line per payment period in the selected date range, so if a student has three AYs with start dates in the range selected, the report should show a row for each)

• Program start date (show data for each academic year in the student's program.)

Needs-Based T4 Awards" will include the total amount awarded for the following five awards in the amounts they were awarded to a student during the period selected for the report:

• Federal Direct Subsidized Loan

• Federal Pell Grant

• Federal Perkins Loan

• Federal Supplemental Grant

• Federal Work Study

Report Parameters / Filters

• Enterprise

• Institution (multi-select)

• Campus (multi-select)

• Sites (multi-select)

• Period Type

• 
  
  

  • Academic Year (if chosen, disable all date ranges other than Academic Year)

  • Term/Payment Period (if chosen, disable all date ranges other than Payment Period)

• Academic Year Start Date From  

• Academic Year Start Date To

• Type
  
  

  • Term Based

  • Non-Term Based

  • NonStandard Term

• Term (multi-select)

• Payment Period Start Date Range From

• Payment Period Start Date Range To 

• Exclude Students with No Financial Need

  • Yes

  • No

• Student is Active?

  • All

  • Yes

  • No

Output Columns

• External Student ID (1-4 as applicable)

• First Name

• Last Name

• Site

• Payment Period

• Payment Period Start Date

• Payment Period End Date
  
  

• COA

• FM EFC

• Resources + Manual Resources

• Need (COA-EFC-Resources)

• Awards

• Unmet Need

• Unmet Cost

• Student is Active?