Running Direct Loan Reports

Most Direct Lending reports are generated from a generic run control page, but some reports have their own run control pages.

This section discusses how to:

  • Use the generic run control page for Direct Lending reports.

  • Generate the Direct Lending Loan Booking Status Report.

  • Use demographic data selection for loan origination.

Page Name

Definition Name

Navigation

Usage

Financial Aid Reports

RUN_CNTL_DL_RPT

  • Financial Aid > Loans > Direct Lending Reconciliation > Disbursement Errors Report > Financial Aid Reports

  • Financial Aid > Loans > Direct Lending Reconciliation > Accepted Originations Report > Financial Aid Reports

  • Financial Aid > Loans > Direct Lending Reconciliation > Loans on Hold Report > Financial Aid Reports

  • Financial Aid > Loans > Direct Lending Reconciliation > PLUS Credit Decisions Report > Financial Aid Reports

  • Financial Aid > Loans > Direct Lending Reconciliation > Rejected Originations Report > Financial Aid Reports

  • Financial Aid > Loans > Direct Lending Reconciliation > Origination Export Report > Financial Aid Reports

  • Financial Aid > Loans > Direct Lending Reconciliation > Change Pending Status Report > Financial Aid Reports

  • Financial Aid > Loans > Direct Lending Reconciliation > Validation Errors Report > Financial Aid Reports

  • Financial Aid > Loans > Direct Lending Reconciliation > Inbound Errors Report > Financial Aid Reports

  • You can access the Financial Aid Reports page through multiple navigation paths in addition to the paths listed above.

Generate many of the Direct Lending reports. The navigation path varies depending on the report that you generate.

DL Booking Status Report

RUN_CNTL_FADLBOOK

Financial Aid > Loans > Direct Lending Reconciliation > Booking Status Report > DL Booking Status Report

Generate the Direct Lending Originations Booking report (FADLBOOK).

Access the Financial Aid Reports page (Financial Aid > Loans > Direct Lending Reconciliation > Disbursement Errors Report > Financial Aid Reports).

Select the Academic Institution and Aid Year for which to run the report.

Access the DL Booking Status Report page (Financial Aid > Loans > Direct Lending Reconciliation > Booking Status Report > DL Booking Status Report).

Select the Academic Institution and Aid Year for this report. For the Direct Lending Booked Status, select Booked or Unbooked loans.