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.

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

You must have at least one of these local college managed security roles:

  • ZD FA Director (to run Pell reports)
  • ZD FA Pell Orig Reports (to run Pell orig reports)
  • ZZ FA Pell Orig Reports (to run Pell orig reports)
  • ZZ FA Pell Processor (to run Pell orig reports)
  • ZD FA Pell Disb Reports (to run Pell disbursement reports)
  • ZZ FA Pell Disb Reports (to run Pell disbursement reports)

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Pell COD Origination & Disbursement Reports

Pell Origination Report

Navigation:  Financial Aid > Pell Payment > Origination Reports > Origination Import and Export

  1. The Pell Origination Records search page displays.
  2. Enter an existing or new Run Control ID.
  3. Select the Search or Add button.  
  4. The Pell Originations page displays.
  5. Enter the Academic Institution.
  6. Enter the Aid Year.
  7. Select the Run button.  
An image of the Pell Originations page with the Report Request Parameters and the Run button outlined in a red annotation box
  1. The Process Scheduler Request page displays.
  2. Select the OK button.
  3. The Pell Originations page displays.
  4. Make note of the Process Instance number.
  5. Select the Process Monitor link.
  6. The Process Monitor page displays.
  7. Locate Process Instance number assigned in previous step.
  8. You may select the Refresh button until the Run Status is Success and Distribution Status is Posted.
  9. Select the Report Manager link.
  10. The Report Manager page displays.
  11. In the File List tab, select the PDF link to open and view the report.
  12. The Pell Origination Records report displays.
  13. The process to run the Pell Origination report is now complete.

Video Tutorial

The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Pell Origination Report. This link will open in a new tab/window.

Pell Disbursement Report

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

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA Pell Disb Reports
  • ZZ FA Pell Disb Reports
  • 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.

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

  1. The Pell Disbursement Records search page displays.
  2. Enter an existing or new Run Control ID.
  3. Select the Search button.  
  4. The Pell Disbursement Records page displays.
  5. Enter the Academic Institution.
  6. Enter the Aid Year.
  7. Select the Run button.  
An image of the Pell Disbursement Records page with red annotation boxes outlining the Report Request Parameters field and the Run button
  1. The Process Scheduler Request page displays.
  2. Select OK button.  
  3. The Process Scheduler Request page displays.
  4. Select the OK button.
  5. The Pell Disbursement Records page displays.
  6. Make note of the Process Instance number.
  7. Select the Process Monitor link.
  8. The Process Monitor page displays.
  9. From the Process List tab, locate Process Instance number assigned in previous step.
  10. You may select the Refresh button until the Run Status is Success and Distribution Status is Posted.
  11. Select the Report Manager link.
  12. The Report Manager displays.
  13. Select the PDF link in the Report List table.  
  14. The Pell Disbursement Records report displays in a new window.
  15. Scroll through the report to review the various records and data.
  16. The process to run the Pell Disbursement Records report is now complete.
  17. You have successfully run both the Pell Origination and Pell Disbursement reports.
  18. End of procedure.

Video Tutorial

The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panoto

View the external link to Pell Disbursement Report. This link will open in a new tab/window.