TABLE OF CONTENTS



What Is the Disbursements Report?


The Disbursements Report provides a detailed view of all Pell and Direct Loan disbursement records of students. 

The report is located in the Financial Aid → Disbursements menu:



Each record in the report includes key details such as the student's name, program, award year, loan type, payment period, disbursement dates, and other details. Additional columns can be displayed by creating and selecting different presets in the Presets panel.


By clicking on a student's name, you can open the full record view, allowing you to review and manage the disbursement record related to that student.



Send Records to COD


You can bulk send disbursement records to COD directly from the Disbursements Report: 

  1. Select the required disbursement records.

  2. Open the Actions drop-down menu (available at the top and bottom of the report).

  3. Choose Send to COD.


Note: Only disbursements in the Ready status can be sent to COD.



Track Automatic Disbursements


The Disbursements Report also allows you to monitor the creation and processing of Automatic Disbursements.


The following columns provide important information:

  • Created Automatically — indicates whether the disbursement was created manually or by GEGI.
  • DRI Set Automatically — shows whether the Disbursement Release Indicator (DRI) was set by the system or by a user.
  • DRI Not Set Reason — explains why the DRI was not automatically set for a record.


Note: To display these columns, select or create a preset using the Presets panel.


There are currently eight reasons for DRI not being set:

  1. The student has a draft Financial Aid Plan.

  2. Not enough weeks have passed since the student’s start date (for payment period 1 disbursements).

  3. The maximum number of attendance checks has been reached (for payment period 1 disbursements).

  4. No attendance was recorded for the student.

  5. The automatically calculated disbursement date falls on a weekend or holiday.

  6. The student’s Financial Aid status is not "Cleared."

  7. The student’s stage in the group is not "ACTIVE."

  8. The student has not met all SAP (Satisfactory Academic Progress) requirements for the payment period.