9.2 Generate Pell SAS Report
Purpose: Generate a Pell SAS Report using ctclink.
Audience: Financial Aid staff.
This page creates a PDF file of the Pell SAS YTD, Monthly, or YTD Award Level reports.
You must have at least one of these local college managed security roles:
- ZD FA Pell Cash Mgmt
- ZZ FA Pell Cash Mgmt
- ZZ FA Pell Processor
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Generate Pell SAS Report
Navigation: NavBar > Navigator > Financial Aid > Pell Payment > Cash Management Reports > SAS Reports > Generate SAS Reports
- The Generate SAS Report search page displays.
- Enter a new or existing Run Control ID.
- Select the Add or Search button.
- The Generate SAS Reports page displays.
- Enter the following:
- Academic Institution
- Aid Year
- Pell Batch ID
- Select the Run button.
- The Process Scheduler Request page displays.
- Select the following reports:
- Pell SAS Cash Summary
- Pell SAS Cash Detail
- Pell SAS Disbursement Level
- Pell SAS Award Level
- Select the OK button.
- The Generate SAS Reports page displays.
- Make note of the Process Instance numbers now assigned.
- Select the Process Monitor link.
- The Process List tab displays.
- Select the Refresh button until all Process Instances run to Success and Posted.
- Each report will be generated separately.
- Select the Go back to Generate SAS Reports link.
- The Generate SAS Reports page displays.
- Select the Report Manager link.
- The Report Manager page displays.
- Select the Administration tab.
- The Administration Tab displays.
- Select the pdf file links in the Description column to review each report.
- For detailed information regarding data received from Common Origination and Disbursement in these reports, reference the latest COD Technical Reference, under COD Reports.
- The process to generate Pell SAS reports is now complete.
- End of procedure.
0 Comments
Add your comment