Financial Aid Reports: A to Z
This table lists the Financial Aid reports, sorted alphanumerically by report ID.
Note: On June 1, 2011, Oracle discontinued distribution of SAP's Business Objects Enterprise and Crystal Reports with PeopleTools.
Existing customers may use Business Objects Enterprise and Crystal Reports licenses previously received from Oracle.
Customers who wish to use future versions of Business Objects and Crystal Reports products with PeopleSoft will need to obtain appropriate license and support directly from SAP/Business Objects.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
---|---|---|---|
FA753 Equation Report |
Used to print the complete content of a selected equation. Reporting Tool: Crystal or Oracle BI Publisher |
|
EQTN_PRT_RUN_CNTL |
FA801 Award Data by Item Type |
Used to review to whom each financial aid item type was awarded as well as whether the award has been disbursed to the student. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_FA_RPT_801 |
FA821 Batch Packaging Summary |
Used to review the number of students and the total amount awarded for each financial aid item type in a particular packaging plan during a Mass Packaging run. Reporting Tool: Crystal |
|
RUNCTL_FA_RPT_821 |
FA822 Batch Packaging Detail |
Used to review the award package for each student awarded during a Mass Packaging run. The students are organized by packaging plan. Reporting Tool: Crystal |
|
RUNCTL_FA_RPT_822 |
FA852 Loan Status Reports—Loan PNote Summary |
Review the PNote Transmission Status for 1999/2000 PNotes and MPNs − can also be used to review institutional PNotes if they are defined as a loan document. Use after Loan Origination and Pnotes have been created. Reporting Tool: Crystal |
|
RUNCTL_FA_LN_RPT |
FA853 DL Accepted Originations |
Review and monitor originated loans accepted by the LOC. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA853_RPT |
FA854 DL Loans on Hold (Crystal) |
Review and monitor loans placed on hold. Loans are placed on hold by the system when rejected origination acknowledgement, origination change acknowledgement, and disbursement acknowledgement files are received. You can also place loans on hold manually. Use after every import function. Reporting Tool: Crystal |
|
RUN_CNTL_FA854_RPT |
FA854A DL Loans on Hold (Oracle BI Publisher) |
Review and monitor loans placed on hold. Loans are placed on hold by the system when rejected origination acknowledgement, origination change acknowledgement, and disbursement acknowledgement files are received. You can also place loans on hold manually. Use after every import function. Reporting Tool: Oracle BI Publisher |
|
RUN_CNTL_FA854_RPT |
FA855 DL PLUS Credit Decision |
Provides a list of decision statuses for PLUS loans, allowing you to advise the parent whether they qualify, need a cosigner, etc. Use after you receive the PLUS origination acknowledgement file. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA855_RPT |
FA856 DL Rejected Originations (Crystal) |
Review and monitor origination and origination change acknowledgements rejected by the LOC. This report assists you in identifying the reject reason(s). Use after the origination acknowledgement file is imported. Reporting Tool: Crystal |
|
RUN_CNTL_FA856_RPT |
FA856A DL Rejected Originations (Oracle BI Publisher) |
Review and monitor origination and origination change acknowledgements rejected by the LOC. This report assists you in identifying the reject reason(s). Use after the origination acknowledgement file is imported. Reporting Tool: Oracle BI Publisher |
|
RUN_CNTL_FA856_RPT |
FA857 DL Transmitted Originations |
Review and monitor originations submitted to the LOC. The report is a cumulative list of originations. This allows you to track transmitted origination files and identify transmitted origination files that may have outstanding acknowledgments. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA857_RPT |
FA858 DL Pending Origination Changes |
Review and monitor transmitted changes made to previously originated loans. Use after sending out Origination Change files. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA858_RPT |
FA859 DL Transmitted Change Pending |
Review and monitor changes made to loan records that are waiting for acknowledgements from transmitted origination data (Loan Action Status = T—Transmitted) previously submitted to the LOC. Run this in between importing and exporting Origination and Change files. Reporting Tool: Crystal |
|
RUN_CNTL_FA859_RPT |
FA860 DL Validation Errors (Crystal) |
Review and monitor validation rejects. This report is designed to assist you in resolving potential errors prior to outbounding Origination records. Use after you run the validation process. Reporting Tool: Crystal |
|
RUN_CNTL_FA860_RPT |
FA860A DL Validation Errors (Oracle BI Publisher) |
Review and monitor validation rejects. This report is designed to assist you in resolving potential errors prior to outbounding Origination records. Use after you run the validation process. Reporting Tool: Oracle BI Publisher |
|
RUN_CNTL_FA860_RPT |
FA866 DL Disbursement Errors |
Review and monitor disbursements rejected by the LOC. The report assists you in resolving errors reported on the Disbursement Acknowledgement file. Use after the disbursement acknowledgement has been imported. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA866_RPT |
FA867 DL Disbursement Status |
Review and monitor disbursement status and booked status for loans. Use weekly. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA867_RPT |
FA868 DL Disbursement Booking Stat |
Review and monitor Disbursement Booked and Unbooked status. Designed for use with Reconciliation Processing. Use weekly. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA868_RPT |
FA870 Print Pell Grant ESOA |
Review and monitor Federal Pell Grant Fund allocations. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_PG_ESOA |
FA871 YTD Originations |
Generate a list of students who are in an origination year-to-date file sent by RFMS. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_PGOYTD_AL |
FA873 YTD Disbursements |
Generate a list of students who have been disbursed as of the year to date. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_PGDYTD_AL |
FA875 Pell MRR Report by Batch |
Review and monitor POP (potential overaward payment) and Blocked Institution situation by specific batches. Use after the MRR inbound file is imported. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA_875_RPT |
FA875A Pell MRR Report |
Review and monitor POP (potential overaward payment) and Blocked Institution situation. Use after the MRR inbound file is imported. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_PG_MRR |
FA875B Pell MRR Report by MRR Status |
Review and monitor POP (potential overaward payment) and Blocked Institution situation by specific Status codes. Use after the MRR inbound file is imported. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA875B_RP |
FA876 Pell Originations by Action Code |
Review and monitor students’ originations by action code. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_PG_OACTN |
FA877 Pell Disbursements by Action Code |
Review and monitor students’ disbursements by action code. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_PG_DACTN |
FA878 Pell Origination Records |
Review and monitor from your Pell population what has been originated and whether the records have been imported or exported from the application tables. Use after you have run the origination process and after origination records have been exported, or after origination acknowledgement files have been imported. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA878_RPT |
FA879 Pell Origination by Orig Stat |
Review and monitor originations and current origination status. Displays status of all origination records. You can run the report for one of seven different statuses: Accepted, Corrected, Originated, Rejected, Transmitted, Changed to Origination, and Cancelled. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA879_RPT |
FA880 Pell Originations by Batch |
Determines which detail records are included in a specific batch. Reporting Tool: Crystal |
|
RUN_CNTL_FA880_RPT |
FA880A Rejected Pell Originations by Batch |
Determines which Pell origination records are rejected by RFMS in a specific batch. Reporting Tool: Crystal |
|
RUN_CNTL_FA880A_RP |
FA881 Pell Disbursements by Batch |
Review detail records included in a specific batch. Reporting Tool: Crystal |
|
RUN_CNTL_FA881_RPT |
FA881A Rejected Pell Disbursements by Batch |
Review and monitor Pell Disbursement records rejected by RFMS in a specific batch. Reporting Tool: Crystal |
|
RUN_CNTL_FA881_RP |
FA882 Pell Records by Trans Stat |
Review and monitor students in different transaction statuses. You can run the report by using one of five different statuses: Cancel, On Hold, Ready, Review, and Transmitted. Depending on the status, the report can be run after origination or disbursement inbound records have been imported. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA882_RPT |
FA883 Pell Disbursement Records |
Review and monitor which student records have either had disbursement requests made or actual disbursements acknowledged. Reports consist of all disbursement status types. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA883_RPT |
FA884 Disbursements by Dsb Stat |
Review or monitor the status of disbursement records that have been imported or exported. You can run the report for one of seven different statuses. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA884_RPT |
FA885 Pell Cash Management |
Review and monitor your cash management activity. Reporting Tool: Crystal |
|
RUN_CNTL_FA885_RPT |
FA886 Pell Disbursement Ackn Batch |
Review and monitor student disbursement records acknowledged by COD in a specific batch. Reporting Tool: Crystal |
|
RUN_CNTL_PG_886 |
FA887 Pell Origination Acknowledgements by Batch |
Lists students who have origination acknowledgement records by a specific batch. Reporting Tool: Crystal |
|
RUN_CNTL_FA887_RPT |
FA888 Pell Awds w/o Orig |
Select all students who have Pell awards (on the Awards pages) who do NOT have Pell Origination records. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA888_RPT |
FA900 CL Rejected Application |
Review and monitor applications with CommonLine reject codes. The report does not report Change Transaction errors. Use after loading Application Response files. Reporting Tool: Crystal |
|
RUN_CNTL_FA900_RPT |
FA901 CommonLine Loans on Hold |
Review and monitor FFELP and Alternative loans placed on hold. Holds can be placed automatically by the CommonLine Loan In, CommonLine Loan Out and manually through the CommonLine Loan Orig Trans page. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA901_RPT |
FA902 CommonLine Validation Errors |
Review originated loans that have failed the loan validation process. The report selects records that have failed validation and those that failed when run in simulation mode. Use post validation. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA902_RPT |
FA903 CommonLine 4 Application Response Load Errors |
Reports all CommonLine 4 application response records that erred when the CommonLine Loan In process was run. The report displays information necessary to clear the error conditions so that the record loads. Use after loading Application Response files. Setting the Load Status to Processed removes records from the report. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA903_RPT |
FA904 CommonLine 4 School Certification Requests |
Reports all School Certification requests delivered on a CommonLine 4 Application Response file. The report provides the information necessary to process the loan request. You must enter enough information about the borrower and loan so that the loan can be originated by the loan system. Use after running FA903 and detecting school certification request load errors. Setting the Load Status to Processed removes records from the report. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA904_RPT |
FA905 CommonLine Application Response Delinquencies |
Reports originated and transmitted loan records where a response from the loan agency has not been received. A similar report can also be derived from the FA850 report. Reporting Tool: Crystal |
|
RUN_CNTL_FA905_RPT |
FA906 Award vs. Disbursement Reconciliation |
Reports selected financial aid item types where the awarded accept amount does not match the disbursed amount. Run daily. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA906_RPT |
FA907 CommonLine 4 EFT Reconciliation |
Lists EFT disbursements where the EFT amount has not yet been disbursed. Sorted by EFT batch receipt date. Run daily to insure that loan funds are disbursed and returned in compliance with federal regulations. Used in conjunction with the CommonLine Disbursement Maintenance page. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA907_RPT |
FA909 CommonLine Check Reconciliation |
Lists all loan checks tracked on the CommonLine Disbursement Maintenance page where the check amount does not match the amount paid on the student's account. The report displays the data on the CommonLine Disbursement Maintenance page. Run daily to ensure that loan funds are disbursed and returned in compliance with federal regulations. Reporting Tool: Crystal |
|
RUN_CNTL_FA909_RPT |
FA913 Authorization Failure Report |
Provides a list of student disbursement records that have failed the authorization process. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA913_RPT |
FA914 ISIR Load Summary |
Provides a summary of all ISIR batches that have been loaded with statistics on the load status of the ISIRs in each batch. Reporting Tool: Crystal |
|
RUNCTL_FA914 |
FA920 Fund Roster |
Used to review total offered, accepted, authorized, and disbursed amounts for the financial aid item types you specify. A list of students and their offered, accepted, authorized, and disbursed amounts is provided for each financial aid item type. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA920_RPT |
FA921 NSLDS FAT Load Errors |
Provides a report of NSLDS Transfer Alert file records that were unable to load into the database. Users must resolve the error and rerun the NSLDS Load process to resolve the error. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_FA921 |
FA922 Overaward Report |
Used to review a list of students who have been overawarded. Displays the amount of the overaward and information about the student's COA, EFC, need, and total over awarded amount. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA922_RPT |
FA923 Pell Reconciliation Report |
Review records reconciled with COD. Reporting Tool: Crystal |
|
RUN_CNTL_FA_923_RPT |
FA924 NSLDS Alert File Report |
Provides a report that displays the NSLDS change flags for loaded NSLDS records that have not yet been reviewed by the staff. This report matches what is displayed in the NSLDS Change Review page. Reporting Tool: Crystal |
|
RUNCTL_FA924 |
FA926 ISIR Load Summary |
Provides a summary of all ISIR batches that have been loaded with statistics on the load status of the ISIRs in each batch. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_FA914 |
FA928 System Generated ISIRs |
Identifies why a system generated ISIR record was created. Run prior to loading system generated ISIR files. You may want to suspend all system generated files before running this report because suspending the file causes the student's ID to be determined and printed on the report. Reporting Tool: Crystal |
|
SFA_RUNCTL_FA928 |
FA927 ISIR Suspense Detail |
Provides a detailed report of all ISIRs that suspended or are set to error by the ISIR Load program. Data on the report derives from the ISIR Suspense Management page. Run after the FAPSAR00 process is run. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_FA927 |
FA9071 CL4 EFT Received/Paid Amount Discrepancy |
Lists EFT disbursements where the EFT amount received does not equal the amount paid. Run daily to insure that loan funds are disbursed and returned in compliance with federal regulations. Used in conjunction with the CommonLine Disbursement Maintenance page. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA907_RPT |
FA9072 CL4 EFT Undisbursed EFT |
Lists EFT disbursements where the EFT amount received is > 0 and the paid amount = 0. Run daily to insure that loan funds are disbursed and returned in compliance with federal regulations. Used in conjunction with the CommonLine Disbursement Maintenance page. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUN_CNTL_FA907_RPT |
FADLBOOK DL Originations Booking Status |
Returns all loans for a specified booking status, aid year, and institution. Use after you inbound the disbursement file or whenever necessary. Reporting Tool: SQR |
|
RUN_CNTL_FADLBOOK |
FADLEXCP DL Disbursement Exceptions |
Identifies mismatched statuses between origination, disbursements, and the DLSAS booking status. Use after the DLSAS file has been imported and processed. Reporting Tool: SQR |
|
RUNCTL_FA_EXCEP_LN |
FADLRECN DL Reconciliation Report |
Identifies differences between an imported DLSAS file and system data. Reporting Tool: SQR |
|
RUNCTL_DL_RECON |
FADLSAS DL School Account Statement |
Review Cash Summary Section, Cash Detail Section and the Loan Detail Section of the DSAS file received from the LOC. Use after the DSAS file has been imported to the EDI Manager staging tables. Reporting Tool: SQR |
|
RUNCTL_DLSAS |
FAISRJAS ISIR assumption/reject override |
Creates a report that lists students who have assumptions and/or rejects that have no respective overrides made to them or who have overrides made but no assumptions or rejects. Use this list to identify which students need to have assumption overrides applied manually. This report is not aid-year specific. Reporting Tool: SQR |
|
RUNCNTL_FAISRJAS |
FAMANFS2 DL Print Manifest Report Plus |
Generates a PLUS loan manifest. Use after PLUS notes have been signed and received. Reporting Tool: SQR |
|
RUNCTL_MANIFEST2 |
FAMANFS3 DL Print Manifest Report Staf |
Generates a Stafford loan manifest. Use after MPNs have been signed and received. Reporting Tool: SQR |
|
RUNCTL_MANIFEST3 |
FAORIGRJ DL Rejected Origination Changes |
Review the origination change files the COD rejected. Run before you inbound the Origination Change Acknowledgement file. Reporting Tool: SQR |
|
RUN_CNTL_DL_RPT |
FATIVRTN Return of TIV Funds Report |
View worksheet calculations, return of funds by school and student, institutional charges, number of days since the withdrawal date, and career totals. Reporting Tool: SQR |
|
RUN_CNTL_FATIVRTN |
SFA_AGGR Lifetime Aggregates |
Used to review internally maintained aggregate data and the NSLDS reported total pushed into the aggregate aid table. Reporting Tool: Crystal |
|
SFA_RUN_AGGR_RPT |
SFA903 CRC Load Error Report |
Used to list all inbound transactions that have not loaded into the application tables due to an error during the CRC Inbound process. Reporting Tool: Crystal |
|
SFA_CRC_903_RPT |
SFA907 CRC EFT Batch Reconciliation Report |
Used to list all processed records in selected disbursement roster (EFT) or disbursement forecast files. Reporting Tool: Crystal |
|
SFA_CRC_EFT_RPT |
SFA9071 CRC EFT Reconciliation Reports |
Used to view undisbursed roster transactions. Reporting Tool: Crystal |
|
SFA_CRC_EFT_PD_RPT |
SFA9072 CRC EFT Paid Amount Discrepancy Report |
Used to view CRC paid amounts not equal to EFT amount. Reporting Tool: Crystal |
|
SFA_CRC_EFT_PD_RPT |