Generate Packaging Summary

You can use the Packaging Summary report to summarize the financial aid packaging data for student enrollments.

If you frequently generate reports with the same selection criteria, the selection criteria can be saved under a name. This makes it easier to generate reports in the future with the same selection criteria.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Financial Aid - Packaging Summary or Financial Aid - All Reports authorization (All Reports provides authorization to view all reports for Financial Aid.) 

If you selected the SSN option in Student ID to PrintClosed Specifies the ID that is printed. The values are Student Number, SSN, Enrollment Number, and None. and want Anthology Student to display the SSN details, your institution must have selected Allow reporting access to Social Security NumberClosed Select the check box if you want the staff member to view, print, and export social security numbers (SSNs) for all reports from the Reports tile and when they export lists that contain columns with the social security number. The social security number will be a selectable option from the Student ID to Print drop-down list on the Report Selection Information page, will appear on the selected report, and will be available for export. This feature applies to custom reports which use Anthology Student stored procedures. If the SSN is a specified field on the report and the staff member or staff group does not have permission, the phrase "SSN Blocked" is printed on the report instead of the social security number. The SSN is also not displayed for export. in the Staff page. (Select the Settings tile > locate System > select Staff > click the New button and specify the general information or select an existing staff member in the list > select the Specialized Permissions tile.).

Access Method

Select the Reports tile > locate Financial Aid in the tree > select Packaging Summary.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Award YearsClosed The financial aid award year.

    Campus GroupsClosed Specifies the campus group for which the report is generated.

    CampusesClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    CL Application StatusClosed Select the option for college application status for which you want to generate the report.

    Fund SourcesClosed The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source.

    Interview StatusClosed Select the option for interview status for which you want to generate the report.

    Load Saved CriteriaClosed Select the required saved criteria which you want to load in the selection criteria fields.

    Loan End DateClosed The date when the loan was completed for the student. From and To

    Loan Start DateClosed The date when the loan started for the student. From and To

    Package DateClosed The date when the package record was posted. From and To

    Packaging StatusesClosed Select the first packaging statuses for which you want to generate the report.

    Packaging Statuses 2Closed Select the second packaging statuses for which you want to generate the report.

    Primary EFCClosed Enter a numeric value for primary EFC for which you want to generate the report. For example, if you enter 0 in Primary EFC From field and 25 in Primary EFC To field, the report is generated for the specified value. From and To

    Start DateClosed The first day that the item is effective or can be used. From and To

    StatusClosed Select the option for status for which you want to generate the report.

    Student GroupsClosed The name of the student group. If you are selecting a group and your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus that you are assigned to. If you are selecting a group, it can also be filtered to display groups where you are the owner, public groups, and private groups where you have been given access.

    Student ID to PrintClosed Specifies the ID that is printed. The values are Student Number, Enrollment Number, SSN, and None.

    Student StatusesClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled.

    TermsClosed Select the terms you want Anthology Student to select from when it makes the term associations.

  1. Take the appropriate action.

    Task Action to Take
    View the report

    1.  Click the View Report button. Anthology Student displays the generated report.
    Export the report

    1.  Click the Export to Excel button. Anthology Student displays the Export Report Data dialog box.

    2.  Review, specify, or change the following value.

    Export File NameClosed The name of the exported file.

    3.  Click the Export button.

    Anthology Student exports the generated report as a CSV file which may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen.

    Note: If you entered special characters like *, -, !, (, or ) in the report fields, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or CSV. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as actionable formula. Once the report is exported to Excel, Anthology Inc. suggests using find and replace on the characters only if necessary to restore original values.
    Save the selection criteria

    1.  Click the Save Criteria button. Anthology Student displays the Save Criteria dialog box.

    2.  Specify the name to save the criteria.

    3.  Click the Save button. Anthology Student saves the selection criteria for the report.
    Delete the selection criteria

    1.  Click the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box.

    2.  Click the Delete button. Anthology Student deletes the selected saved criteria for the report.

Details for the Report

In the report:

  • Packaging Summary is sorted by Payment Type, Campus, Fund Sources, Student Name

  • In the Campus, fund sources are listed in an alphabetical order

  • For each student, enrollment information and each award year information are displayed

  • The Net Amount Packaged calculation excludes canceled disbursements and the adjusted Net Amount Packaged are displayed