Pell COD Origination & Disbursement Reports

Purpose:  Use this document as a reference on how to run Pell COD Origination and Disbursement Reports using ctcLink.

Audience:  Financial Aid staff

Pell Origination Report

The Pell Origination Report provides the status of whether or not records have been imported or exported.

Navigation:  Main Menu > Financial Aid > Pell Payment > Origination reports > Origination Import and Export

  1. Enter an existing or new Run Control ID and select Search button.
find an existing value
  1. Enter Academic Institution and Aid Year.
  2. Select Run.
pell originations tab
  1. Select the Pell Origination item in the Process List table for the Process Type = BI Publisher.
  2. Select OK button.
process scheduler request
  1. Select the Process Monitor link.
  2. Locate Process Instance number assigned in previous step.
  3. Verify Run Status is Success and Distribution Status is Posted.
  4. Select Go back to Pell Origination Records link.
process list success and posted page

To view the report, follow the next steps:

  1. At the top of the page, select the Report Manager link.
report manager
  1. Select the PDF report link.
reports PDF
  1. Select the pdf link in the File List table.
  2. Scroll through the report to review the various records and data.
Pell origination PDF file list
Origination report
Pell Disbursement Report

The Pell Disbursement Records Report provides the status of whether or not records have been disbursed and its status.

Navigation:  Main Menu > Financial Aid > Pell Payment > Disbursement Reports > Disbursement Records

  1. Enter an existing or new Run Control ID and select Search button.
new or existing value page
  1. Enter Academic Institution and Aid Year.
  2. Select Run.
pell disbursement records
  1. Select the Pell Origination item in the Process List table for the Process Type = BI Publisher.
  2. Select OK button.
pell disbursements
  1. Select the Process Monitor link.
  2. Locate Process Instance number assigned in previous step.
  3. Verify Run Status is Success and Distribution Status is Posted.
  4. Select Go back to Pell Disbursement Records link.
process list success posted

To view the report, follow the next steps.

  1. At the top of the page, select the Report Manager link.
report manager
  1. Select the PDF link in Reports.
Pell disbursement report record
  1. Select the pdf link in the File List table.
  2. Scroll through the report to review the various records and data.
Pell DIsbursement records pdf file

You have successfully run both the Pell Origination and Pell Disbursement reports.

End of procedure.