Report Parameters / Filters

Enterprise
Institution (multi-select)
Campus (multi-select)
Site (multi-select)
Period Type – Academic Year or Term/Payment Period
- If user selects a Period Type of Academic Year, disable the "Term" menu and PP From/To date filters, and enable the AY From/To date filters.
- If user selects a Period Type of Term/Payment Period, disable the AY From/To date filters and enable the Term and PP date filters.
Type – Term-Based, Non-Term-Based, or Non-Standard Term
- Disable Type if AY was selected as the Period Type
- If user selects a Type of "Term-Based" or "Non-Standard Term," disable the Payment Period From/To date filters.
- If user selects a Type of Non-Term-Based, enable the PP From/To date range filters and set the Term to "None".
Academic Year Start Date From – Default to Null
- Enabled if "Period Type" is "Academic Year"
- Disabled if "Period Type" is "Term/Payment Period"
Academic Year Start Date To --- Default to Null
- Enabled if "Period Type" is "Academic Year"
- Disabled if "Period Type" is "Term/Payment Period"
Payment Period Start Date Range From - Default to Null
- Disabled if "Period Type" is "Academic Year"
- Disabled if "Type" is "Term" or "Non-Standard Term"
- Enabled if "Type" is "Non-Term"
Payment Period Start Date Range To -- Default to Null
- Disabled if "Period Type" is "Academic Year"
- Disabled if "Type" is "Term" or "Non-Standard Term"
- Enabled if "Type" is "Non-Term"
Term (multi-select)
- Disabled if "Period Type" is "Academic Year"
- Set to "None" if "Type" is "Non-Term based"
Grade Level (multi-select)
Loan FAY (multi-select) – optional
Program Credential (multi-select)
Student is Active? (all/yes/no, defaults to Yes)

Output Columns

Student External ID 1
Student External ID 2
Student External ID 3
Student External ID 4
Student First Name
Student Last Name
Loan FAY
Academic Year
Payment Period
PP Start Date
PP End Date
Site
Program Name
Program Credential
External Program ID
Program Completion Units – The program’s required Program Completion Units, from Program Setup
Grade Level
Completed PA Units -- Student’s Completed Program Applicable units, including Transfers, but not including any course adjustment units
Course Adjustment PA Units – Student’s Progression Program Applicable Course Adjustment Units
Total PA Units – Sum of previous two columns: Completed PA units and Course Adjustment units
Non-PA Units –Total Completed Units that are not Program Applicable
Registered Units – Registered Units in this line’s payment period (total Registered Program Applicable units + total Qualified Remedial units)
Terms in AY – Number of terms or PPs in the AY, that have non-zero enrollment
Estimated Subsidized Loan Amount -- For the line item’s Payment Period
Offered Subsidized Loan Amount
Accepted Subsidized Loan Amount
Total AY Estimated Subsidized Loan Amount – For the whole AY
Total AY Offered Subsidized Loan Amount
Total AY Accepted Subsidized Loan Amount
Estimated Unsubsidized Loan Amount -- For the line item’s Payment Period
Offered Unsubsidized Loan Amount
Accepted Unsubsidized Loan Amount
Total AY Estimated Unsubsidized Loan Amount – For the whole AY
Total AY Offered Unsubsidized Loan Amount
Total AY Accepted Unsubsidized Loan Amount

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