TABLE OF CONTENTS
- Payments Settings
- FISAP Program Summary Report
- FISAP Program Summary: Total Income Intervals
- Students Eligible for FISAP Report
The FISAP Program Summary report is built upon the student ISIRs (Financial Aid → ISIRs).
Payments Settings
The FISAP Program Summary report shows the data from the received payment of the three types: Federal Perkins Loan, FSEOG, and FWS.
Before proceeding to the report, you should configure the types of GEGI payments to correspond to the three payment types above. Use the FISAP Program Summary Column setting on the Admin → Charges & Payments → Payments page:
FISAP Program Summary Report
Follow the steps below to create the FISAP Program Summary report:
1. Open the Financial Aid → ISIRs report.
2. Click the FISAP Program Summary preset:
You will see the list of students whose payments will be selected for the FISAP Program Summary report.
3. The report can be opened by selecting students in the ISIRs panel and clicking FISAP Program Summary in the Actions drop-down menu:
Note: Only the last record from all the selected records will get into the report.
4. The students in the report are divided into two groups by the dependency status: Dependent and Independent.
5. The total income intervals could be set in Settings → FISAP Program Summary: Total Income Intervals (see description below).
The number of recipients and the total amount of payments of each type (Federal Perkins Loan, FSEOS, FWS) will be calculated for each Taxable & Untaxed Income Category Student Type row:
Clicking any number on the page will bring up the list of students included in the report:
The data from this report can be exported using the Export button:
Clicking this button will open the FISAP Program Summary: Export page.
Select the required data for export and click the Export button again:
Note: If only one file is selected, the file will be downloaded as a CSV file. If multiple files are selected, they will be downloaded as a ZIP archive.
The report supports versioning:
- up to 2024-2025 award year complies with EFC (Expected Family Contribution) requirements;
- starting from 2024-2025 award year complies with SAI (Student Aid Index) requirements.
The columns in the report change according to the selected award year.
FISAP Program Summary: Total Income Intervals
Follow the steps below to set taxable & untaxed income category student type:
1. Open Financial Aid → Settings → FISAP Program Summary: Total Income Intervals:
2. Add or delete intervals for dependent and independent student statuses:
Add the start interval value. The end interval value will be calculated automatically:
Students Eligible for FISAP Report
Follow the steps below to create the Students Eligible for FISAP report:
1. Open the Financial Aid → ISIRs report.
2. Click the Students Eligible for FISAP preset:
You will see the list of students whose payments will be selected for the Students Eligible for FISAP report.
3. The report can be opened by selecting students in the ISIRs panel and clicking Students Eligible for FISAP in the Actions drop-down menu:
Note: Only the last record from all the selected records will get into the report.
4. The students in the report are divided into two groups by dependency status: Dependent and Independent.
The Graduate/Professional column displays the number of students from programs with the following Degree Levels:
- Master’s Degree (e.g., BSN-MSN)
- Doctor’s Degree
- Post-Baccalaureate
- Post-Master’s
- Graduate Certificate/Diploma
- Further/Post Professional Certificate
Clicking any number on the page will bring up the list of students included in the report:
The data from this report can be exported using the Export button:
Clicking this button will open the Students Eligible for FISAP page.
Select the required data for export and click the Export button again:
Note: If only one file is selected, the file will be downloaded as a CSV file. If multiple files are selected, they will be downloaded as a ZIP archive.
The report supports versioning:
- up to 2024-2025 award year complies with EFC (Expected Family Contribution) requirements;
- starting from 2024-2025 award year complies with SAI (Student Aid Index) requirements.
The columns in the report change according to the selected award year.