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Financial Aid Reporting View Meta Data Reports

Target Reports:

Reporting ViewDescriptionKey & FrequencyRecommended Search Columns
APPLICANT_NEED
Contains detail data for the financial aid applicant's need information by aid year. Details will potentially include data loaded with calculations for total family contributions, gross need, cost of education and unmet need based on either a federal method or an institution method.One row per person per aid year.AID_YEAR, PERSON_UID
PERSON_UID
APPLICANT_RESOURCE
Contains Financial Aid resource information and amounts available to financial aid applicants.One row per aid year per person per resource type per resource number.
AWARD_BY_AID_YEAR
Contains detail data for each person who was made an offer of financial aid within the aid year.One row per person per aid year per fund.
AWARD_BY_FUND
Contains total amount of aid awarded by financial aid fund within an aid year. Detail data may include the aid year, academic period, financial aid fund, fund source, fund type, fund detail code, and federal financial aid fund identification code.One row per aid year per fund.AID_YEAR, FUND
FUND, AID_YEAR
AWARD_BY_PERSON
Contains detail data for each person who was made an offer of a financial aid fund award within the aid year. Details may includes person, academic period, financial aid fund, fund source, fund type, fund detail code, award status, disbursement finalize indicator and award amount information.One row per person per aid year and per fund.AID_YEAR, PERSON_UID, FUND, ACADEMIC_PERIOD
PERSON_UID, FUND, ACADEMIC_PERIOD
ACADEMIC_PERIOD
AID_YEAR, FUND
FUND
AWARD_DISBURSEMENT
Contains data regarding the award disbursements scheduled or posted for a person by financial aid fund and academic period. Details will include academic period, disbursement ID, disbursed date, scheduled date, disbursed amount, scheduled amount, disbursed percentage and disbursement load. NOTE: the disbursement details do not currently include Loan Disbursement information.One row per person per aid year per disbursement ID or transaction number.PERSON_UID, AID_YEAR, FUND, ACADEMIC_PERIOD
FINAID_APPLICANT_STATUS
Contains data for the aid year and the person who has applied for financial aid for the aid year. Details may includes application locked indicator, budget group, administrative group, packaging group, tracking group, financial aid application status data, and budget type.One row per aid year and person.AID_YEAR, PERSON_UID
PERSON_UID
FINAID_BUDGET_COMPONENT
Contains the budget component details for the person for the budget group assigned for the aid year. Details may include budget type, budget component amount, total budget.One row per aid year per budget type per budget component per budget group per person.AID_YEAR, PERSON_UID, BUDGET_TYPE, BUDGET_COMPONENT
PERSON_UID
FINAID_BUDGET_COMP_SLOT
Uses data from the FINAID_BUDGET_COMPONENT reporting view. Displays up to 5 sets of values based on the defined display rule(s) with an internal group of BUDGET COMPS and a delivered or institution defined internal code. Delivered internal codes of FAPLBCMP may be used independently by the institution.One row per person per aid year per profile code per component rule.PERSON_UID, AID_YEAR, BUDGET_TYPE, PROFILE_CODE, COMPONENT_RULE
ACTIVITY_DATE
FINAID_COMMENTS
Contains comments associated with a financial aid applicant.One row per person per sequence number.
FINAID_ENROLLMENT
Contains details regarding the person's enrollment information by aid year and academic period that is used as the data for why an award had a financial aid disbursements. Data may include total anticipated credits, total actual credits, total billing credits, total freeze credits, total earned credits and total adjusted credits.One row per aid year per academic period per person.PERSON_UID, ACADEMIC_PERIOD
FINAID_FUND
Contains data regarding a financial aid fund for an aid year. Details may includes fund source, fund type, fund detail code, federal financaial aid fund identification, need based indicator, budget allocated amount, transfer amount, prior balance, total allocated amount, original offered amounts, accepted amount, declined amount, canceled amount, authorized amount and memoed amount.One row per aid year per fund.AID_YEAR, FUND
FUND
FINAID_HOLD
Contains all of the financial aid holds (restrictions) for a person.One row per person per hold from date per hold to date.
FINAID_MESSAGE
Contains message information provided to financial aid applicants.One row per Aid Year per person per message code.
FINAID_TRACKING_REQUIREMENT
Contains detail data on the tracking requirements for a financial aid applicant for the aid year. Data may include requirement, satisfied indicator, status, waived reason disbursement requirement indicators and memo indicator, etc.One row per aid year per person per requirement.PERSON_UID, AID_YEAR, REQUIREMENT, FUND
FUND_MESSAGE_RULE
Contains information that displays the links between financial aid messages and specific funds and then displays the related messages provided to financial aid applicants.One row per aid year per fund per message per pidm.
GOVERNMENT_FA_FUND
Contains a set of common data identified for known governmental reporting regarding a financial aid fund. Detail data includes aid year, financial aid source type, financial aid type with reporting group for external or internal.One row per aid year per academic period per financial aid source type per financial aid type per fund.AID_YEAR, FUND
FUND, AID_YEAR
AID_YEAR, FUND, ACADEMIC_PERIOD
GOVERNMENT_FINANCIAL_AID
Contains common data identified for known governmental reporting regarding financial aid students. Detail data may include academic period, student level, financial aid fund title or name, fund source type, financial aid type, offerred amount, accepted amount, declined amount, paid amount, disbursed amount, etc.One row per aid year per academic period per fund per person.AID_YEAR, PERSON_UID, FUND, ACADEMIC_PERIOD
PERSON_UID, FUND, ACADEMIC_PERIOD
ACADEMIC_PERIOD
AID_YEAR, FUND
FUND
PERSON_UID, ACADEMIC_PERIOD
PERSON_UID, COHORT_RULE
PERSON_UID, AID_YEAR, FUND, ACADEMIC_PERIOD
PERSON_UID, STUDENT_LEVEL, ACADEMIC_PERIOD
STUDENT_LEVEL, ACADEMIC_PERIOD
ACADEMIC_PERIOD, STUDENT_LEVEL
LOAN_AGGREGATES
Contains information received from the National Student Loan Data System (NSLDS) such as NSLDS summary and name information, and the Stafford, Direct, and Perkins loan aggregate and history information.One row per aid year, per person, per interface data code, per sequence number.
LOAN_APPLICATION
Contains data from a loan application submitted by a person for an aid year. Detail data may include loan application number, citizen indicator, alien registration number, driver's license number, addresses, phone numbers, and detailed loan data for various loans.One row per aid year per loan application number.PERSON_UID, AID_YEAR, FUND
LOAN_DISBURSEMENT
The Loan Disbursement by Academic Period contains detail data for loan disbursements that were made within the term. Details may include person and person address; loan fund code and description; loan period and description; loan application number; term recommended, expected and approved loan amount; loan status code; term disbursement date, sequence number, reference number, check number and amount; feed indicator; disbursement load; loan fee amounts; and disbursement rejects and edit fields.One row per person per academic period per fund per application number per disbursement date per disbursement.
NEED_ANALYSIS
Contains data usually loaded from a federally supplied electronic media. Detail data will include all data collected regarding student need for the aid year and student. Data may include parental contribution, student contribution, interface tape code, application number, state/province of residence, and other need based data for doing need analysis either using a federal or institution method of calculation.One row per Aid Year per Person per Interface Tape Code per Application Number.AID_YEAR, PERSON_UID, INTERFACE_TAPE_CODE, APPLICATION_NUMBER, CURRENT_RECORD_IND PERSON_UID
NEED_ANALYSIS_DEMOGRAPHIC
Contains demographic information about the student and parents from the financial aid application. Also contains information specific to the financial aid application itself.One row per Aid Year per Person per Interface Tape Code per Application Number.AID_YEAR, PERSON_UID, INTERFACE_TAPE_CODE, APPLICATION_NUMBER, CURRENT_RECORD_IND
NEED_ANALYSIS_FEDERAL_METHOD
Contains information specific to the federal methodology for computing applicant need.One row per Aid Year per Person per Interface Tape Code per Application Number.AID_YEAR, PERSON_UID, INTERFACE_TAPE_CODE, APPLICATION_NUMBER, CURRENT_RECORD_IND
NEED_ANALYSIS_INST_METHOD
Contains information specific to the institutional methodology of computing applicant need.One row per Aid Year per Person per Interface Tape Code per Application Number.AID_YEAR, PERSON_UID, INTERFACE_TAPE_CODE, APPLICATION_NUMBER, CURRENT_RECORD_IND
NEED_ANALYSIS_ISIR_SPECIFIC
Contains need analysis data specific to the Institutional Student Information Report.One row per Aid Year per Person per Interface Tape Code per Application Number.AID_YEAR, PERSON_UID, INTERFACE_TAPE_CODE, APPLICATION_NUMBER, CURRENT_RECORD_IND
NEED_ANALYSIS_OVERRIDE
Descriptive text about the reporting view or composite table, fact or dimension table. This is used by the technical writer to pull into documentation as the Description for the view.One row per Aid Year per Person.AID_YEAR, PERSON_UID
NEED_ANALYSIS_PROFILE_SPECIFIC
Additional Institutional Methodology DataOne row per Aid Year per Person per Interface Tape Code per Application Number.AID_YEAR, PERSON_UID, INTERFACE_TAPE_CODE, APPLICATION_NUMBER, CURRENT_RECORD_IND
SATISFACTORY_ACAD_PROGRESS
Contains data on the student's satisfactory academic progress for the aid year as defined by a federal standard for calculation. One row per person per aid year per academic period.PERSON_UID, ACADEMIC_PERIOD
TRACKING_REQUIREMENT_SLOT
Uses data from the FINAID_TRACKING_REQUIREMENT reporting view. Displays up to 3 sets of values based on the defined display rule(s) with an internal group of TRACKING REQS and a delivered or institution defined internal code. Delivered internal codes of FAPLTREQ may be used independently by the institution.One row per person per aid year per profile code per requirement rule.PERSON_UID, AID_YEAR, PROFILE_CODE, REQUIREMENT_RULE
ACTIVITY_DATE
USER_DEFINED_FIELDS
Contains the data from the financial aid user-defined fields that may be populated by aid year for the person.One row per aid year per person.AID_YEAR, PERSON_UID
PERSON_UID

Source Reports:

RBBABUD
RBRACMP
RCRAPP1
RCRAPP2
RCRAPP3
RCRAPP4
RCRESAR
RCRIMP1
RCRLDS4
RFRASPC
RFRBASE
RFRMESG
RHRCOMM
RNROVRD
ROBINST
ROBUSDF
ROIAIDY
RORENRL
RORHOLD
RORMESG
RORSAPR
RORSTAT
RORSTAT2
RORTPRD
RPBLPRD
RPRADSB
RPRARSC
RPRATRM
RPRAWRD
RPRLADB
RPRLAPP
RPRLATR
RPRLDSB
RRRAREQ
RRRTMSG
RTVAPRD
RTVARSC
RTVAWST
RTVBGRP
RTVBTYP
RTVCCOM
RTVCOMP
RTVFSRC
RTVFTYP
RTVHOLD
RTVINFC
RTVLNST
RTVMESG
RTVPGRP
RTVRJCT
RTVTGRP
STVEPSC


Ver: 8.0