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Student Financials Page

Use the Student Financials page to obtain an overview of student receivables metrics for your institution.

Navigation

select Dashboards, then select CSW Reports, then select CSW: Student Financial Services, then select Student Financials

Image: Student Financials page

Student Financials page

 StudFinancialServsDash_StudentFinancialsPage

Usage

Reports

Dashboard Prompt

Provides you with an overview of student receivables metrics for your institution.

This page is comprised of the following reports:

  • Student Receivables by Type report

  • Student Receivables by Program report

Use the Student Financials page prompt to filter page results by:

  • Business Unit

  • Billing Career

Student Receivables by Type Report

Access the Student Receivables by Type report, which enables you to analyze student receivables by type such as tuition, housing and miscellaneous fees.

Image: Student Receivables by Type report

Student Receivables by Type report.

 CSW_StudentReceivablesByTypeReport

X,Y Axis Data

Calendar Year Filter

Account Type Filter

The Student Receivables by Type graph displays Calendar Year data on the x-axis and Paid Amount by Account Type data on the y-axis.

Use this filter to refine the report results to a specific calendar year.

Use this filter to refine the report results to a specific type of account.

Student Receivables by Program Report

Access the Student Receivables by Program report, which enables you to analyze total billed and total paid amount for a student by academic program with a given as of date.

Image: Student Receivables by Program report

Student Receivables by Program report

 CSW_StudentReceivablesByProgramReport

X,Y Axis Data

As of Date Filter

The Student Receivables by Program graph displays As of Date data on the x-axis and Total Billed Amount by Academic Program data on the y-axis.

The y-axis can display any of the following measures, depending on your Measure filter selection:

  • Total Paid Amount

  • Total Billed Amount (default)

Note: You can click on graph data to review drill down data.

Use this filter to refine the report results to a specific as of date (returns data that have a date greater than or equal to the specified as of date).

Academic Program Filter

Measure Filter

Use this filter to refine the report results to a specific academic program.

Use this filter to view report results by the following measures:

  • Total Billed Amount (default)

  • Total Paid Amount