Financial Report
This report allows departments to review student financial data to use in fund management and student fund planning. The committed, awarded, and paid amounts can assist a department in examining and reconciling the funding support for students. It can also be used to help department identify looking for commitments that need to be zeroed out in order to reallocate the funds and for general cleaning up of allocated funds like block grant. This report can allow users to slice the funds over different award types in order to get summaries and total of employment funding, central fellowships, block grant funding, and so on. A user can select the different Funding Programs in the filters at the top of the report and the total are at the bottom of the committed, awarded and paid section at the bottom of the report.
The data provided in the financial report:
AIDYR – Aid Year
TERM – Quarter
Perm - Perm
Name - Name
ClassLevel – Student’s class level: MA, P1, P2, P3
Student Department 1 – Home department associated with student’s highest open degree objective
Student Department 2 - Home department associated with student’s 2nd highest open degree objective
MAJOR - Major
RESIDENCY – Residency status: CA Residency Unverified, CA Residency Verified, Non CA Residency Unverified, Non CA Residency Verified, Temporary, Unclassified
AIDID – Funding program identification code
AIDID Description – Description of funding program
PTYPE – Payment type code: I, N, P, S, T, V, X
PTYPE_Desc – Payment type code translation: Health Ins, NonRes Tuit, Prof Fee, Stipend, Tuition, Stipend PF (pre fall), Stipend PS (post spring)
COMMITTED – Amount committed
AWARDED – Amount awarded
PAID – Amount paid
FUNDING UNIT 1 – Department or research unit associated with commitment AidID/funding program
FUNDING UNIT 2 – Secondary department or research unit associated with commitment AidID/funding program
IAC_IACKEY – Commitment key code (perm, aidyr, aidid, ptype, term, commitment sequence)