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.

Pages Used to Run Direct Lending Reports

Page Name Definition Name Navigation Usage

Financial Aid Reports

RUN_CNTL_DL_RPT

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Disbursement Errors Report, and then Financial Aid Reports

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Accepted Originations Report, and then Financial Aid Reports

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Loans on Hold Report, and then Financial Aid Reports

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then PLUS Credit Decisions Report, and then Financial Aid Reports

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Rejected Originations Report, and then Financial Aid Reports

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Origination Export Report, and then Financial Aid Reports

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Change Pending Status Report, and then Financial Aid Reports

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Validation Errors Report, and then Financial Aid Reports

  • Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Inbound Errors Report, and then 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, and then Loans, and then Direct Lending Reconciliation, and then Booking Status Report, and then DL Booking Status Report

Generate the Direct Lending Originations Booking report (FADLBOOK).

Using the Generic Run Control Page for Direct Lending Reports

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

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

Generating the Direct Lending Loan Booking Status Report

Access the DL Booking Status Report page (Financial Aid, and then Loans, and then Direct Lending Reconciliation, and then Booking Status Report, and then 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.