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Administrator Guide
Last Updated: 2025-04-04
Reference: Run Student Financial Processes Reports

Reference: Run Student Financial Processes Reports

Use these reports to run student financial processes by applicant, student, or period:
Report
Description
Security
Run Student Financial Aid Processes by Applicant
Enables administrators to refresh attendance plans and progress ISIRs for individual or multiple applicants.
Report: Student Applications
domain in the Admissions functional area.
Run Student Financial Aid Processes by Period
Enables administrators to run financial aid processes by academic period(s) for individual or multiple applicants or students.
Processes include assigning cost of attendance, packaging merit and need-based financial aid, disbursing financial aid payments and student sponsor contracts, evaluating satisfactory academic progress, and sending messages.
  • Domain in the Campus Engagement functional area:
    • Manage: Group Ad Hoc Communications - Student Financial Aid Period Records
  • Domains in the Financial Aid functional area:
    • Manage: Cost of Attendance
    • Manage: Merit Packaging
    • Manage: Need Packaging
    • Manage: Satisfactory Academic Progress
    • Reports: Financial Aid Period Records
  • Domain in the Student Financials functional area:
    • Student Disbursement Payment
Run Student Financial Services Processes by Student
Enables administrators to run student financial services processes for individual or multiple students.
Processes include refreshing student attendance plans, progressing ISIRs, refreshing student financials period records, and removing soft drops and holds.
  • Domains in the Financial Aid functional area:
    • Manage: Financial Aid
    • Manage: Financial Aid Attendance Plan
    • Manage: Mass Progress ISIRs
  • Domains in the Student Financials functional area:
    • Manage: Student Financial Accounts
    • Manage: Student Financials
    • Manage: Student Financials Accounting
Run Student Financials Processes by Period
Enables administrators to assign student charges and waivers by academic period(s) for individual or multiple applicants or students.
Reports: Student Financial Account
domain in the Student Financials functional area.