Business area
Financial Aid
Billing
Business need
Find all students who received a specific financial aid such as federal student loans, a Pell grant, a scholarship or a grant.
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You need to review financial aid awards, reconcile your financials, communicate with students or start the disbursement process.
Considerations
Do you want to see all students or only those awarded between a specific time period?
Do you want to see disbursed awards or those pending disbursement or both?
Finder report
Use this as a starting point and change the details to match your business need.
Go to Filters > Financial Aid Disbursements.
In Award Year select the financial aid year that encompasses the award or leave . For example, 2024 would typically represent the 2023-2024 financial aid year. Leave blank to see awards across all years.
In Award Code select Equal To then select the financial aid award such as a Pell grantclick the three horizontal lines, select the awards and click Apply. Your codes will depend on your institution’s business practices.
In the example below, we’ve selected the Academic, Athletic and Endowed scholarships.
In Disb. Balance: decide if you want to return awards that have or have not been disbursed (appled to student bills).
To return students with awards that haven’t been disbursed select > and enter 0.
To return students with awards that have been fully disbursed select Is One Of and enter 0.
To see all students, don’t enter anything in this field.Click Submit.
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Add criteria
You can further narrow your results by selecting Add Fields and selecting a field. Consider adding these fields if you need to further constrain your results.
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using these fields.
Site# to narrow the results to only those students at a specific site. Your sites may be physical such as different campuses or program-based such as a day program and a night program.
Schedule Date From and Schedule Date To to narrow the results to only students with awards anticipated to be disbursed within a certain time frame. This can be useful if you’re ready to disburse and looking for awards that should be applied to student ledgers.
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Build results
You can show additional information alongside the results. Click Column Visibility to select additional fields.
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Scheduled Amount to show the overall amount of the award.
Gross Disbursed to show the award amount the student has received including loan fees.
Net Disbursed to show the award amount applied to the student’s ledger after loan fees.
Disbursed Date to show the date you applied the award to the student’s ledger.
Actions to consider
You can take action with the results.
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Click Disburse Selected to Billing to imitate the process of applying the awards to student ledgers.
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SSRS base report for additional data
Base reports generally provide the same information as the finder but with the results organized in a different format and options presented in a different way. You may prefer the base reports if you’re looking for large sets of data or don’t have access to the finder.
Disbursements by award
This report draws from all disbursements which have a Scheduled Semester for a student grouped by Award Code. If a scheduled disbursement does not have an assigned Semester, it may not show in this report.
Go to Faculty/Staff > Base Reports > Financial Aid > FinAid Disbursements by Award.
In Award Year select the financial aid year that encompasses the award or leave blank to see awards across all years.
In Award Code select Equal To then select the financial aid award such as a Pell grant. Your codes will depend on your institution’s business practices.
Select additional options to further narrow your results.
Click View Report.