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?