Report Description

This report is used to confirm configuration and ensure that all disbursement schedules are properly setup according to the institution’s expectations.

Report Parameters / Filters

• Enterprise (select one)
• Institution (multi-select)
• Campus (multi-select)
• Fund Source (multi-select)
• Fund Type (multi-select)
• Fund Name (multi-select)

Output Columns

• Disbursement Schedule Name
• Fund Name
• Effective Start Date
• Effective End Date
• All Sites
• All Programs
• Origination Offset
• Enrolled Unit Type of Origination
• Minimum Enrollment Status to Originate
• Disbursement Schedule Type:
  
  • Standard
  • Single-Term Loan D
  • First-Time Borrower
  • Both Single Term and First Time Borrower
• Auto Adjust Offsets

• For each Disbursement:

  • Active
  • Disbursement Number
  • Days Offset or % PP (-10 -100)
  • Offset Type
  • Release Unit Type
  • Release Units Required
  • % PP Complete
  • Release Weeks % Required
  • Disbursement %