Report Description

This report finds students who are approaching program completion.

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