Report Description

From Regent Award we need the ability to quickly report to schools on the overall ‘health’ and status on the processing of their financial aid.     

The Overall Status/Portfolio Executive Report is a high level summary of estimated, offered, accepted, declined, COD-accepted, and paid awards by fund type for a date range of program start dates. It can be sorted by institution, campus, or program start date.

Report Parameters / Filters

• Enterprise
• Institution (multi-select)
• Campus (multi-select)
• Sites (multi-select)
• Program Start Date Range From
• Program Start Date Range To
• Grouped By:
  • Enterprise
  • Institution
  • Campus 
  • Site
  • Program Start Date
• Federal Award Year (multi-select)
• Student is Active?
  • All
  • Yes
  • No

Output Columns

• For each fund in fund setup, SUM by group chosen above:
  • Amount Estimated
  • Amount Offered
  • Amount Accepted
  • Amount Declined
  • COD Accepted Amount
  • Paid Amount