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 

  1. The Generate SAS Report search page displays.
  2. Enter a new or existing Run Control ID.
  3. Select the Add or Search button.  
run control id add a new value
  1. The Generate SAS Reports page displays.
  2. Enter the following:
    1. Academic Institution
    2. Aid Year
    3. Pell Batch ID
  3. Select the Run button.  
Generate SAS Reports page
  1. The Process Scheduler Request page displays.
  2. Select the following reports:
    1. Pell SAS Cash Summary
    2. Pell SAS Cash Detail
    3. Pell SAS Disbursement Level
    4. Pell SAS Award Level
  3. Select the OK button.  
Process Scheduler Request
  1. The Generate SAS Reports page displays.
  2. Make note of the Process Instance numbers now assigned.
  3. Select the Process Monitor link.  
  4. The Process List tab displays.
  5. Select the Refresh button until all Process Instances run to Success and Posted.
  6. Each report will be generated separately.
  7. Select the Go back to Generate SAS Reports link.  
Process List tab
  1. The Generate SAS Reports page displays.
  2. Select the Report Manager link.  
  1. The Report Manager page displays.
  2. Select the Administration tab.
  3. The Administration Tab displays.
  4. Select the pdf file links in the Description column to review each report.
  5. For detailed information regarding data received from Common Origination and Disbursement in these reports, reference the latest COD Technical Reference, under COD Reports.
Administration tab
  1. The process to generate Pell SAS reports is now complete.
  2. End of procedure.


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