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In addition to the common filters in the header bar, filters can be added from the filter menu located to the right of the report. To expand the menu, click the filter bar. The menu has additional data points that can be filtered. To view filter options, click the down caret to expand the filter options.
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Caution: The data points on the menu are separated into 3 lists:
Once you are done viewing data with filters, it is good practice to clear all data filters by clicking the Reset Data (arrow at the top of the report header bar) to return data to its original state. |
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Each of the data points in the header bar can be sorted. Hover your curser over the header and an up caret symbol will appear. Click the header to sort. Click again to reverse the sort.
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Exporting Report Data
While the GradPoint reports were created to retrieve and view current data online, sometimes it’s helpful to download the data to further analyze.
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To work with the data in Excel, you must first click the Enable Editing button. Also, note the Applied filters in the first row. These are the filters that were applied to the data in the downloaded report. This can greatly affect your data analysis. If this is not what was expected, click the Data Reset in GradPoint and download the report again.
Comparing Committed / Awarded / Paid Amounts in Report Data
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To get the total of funding details that have not been paid out to students in an AidID (e.g. Block Grant):
Filter the commitments so that only one AidID is displaying by selecting one AidID in the column ‘Pro_IAC’, column J.
Hover your curser over the header of column N, Committed. Click to highlight the column. The sum of the column will display at the bottom of the spreadsheet.
Repeat this for column O, Awarded, and column P, Paid to get the sum for each.
You can use the report to check if a student’s paid amount is less than the committed amount by comparing amounts in column N, Committed, and column P, Paid. Possible reasons for this are:
Graduate student must be registered in 8+ units, in good standing to be eligible for campus funding.
Fees may have been paid by another commitment, to the maximum of the fee assessed.
The disbursement date for the commitment has not yet passed. Consult the Graduate Division Annual Support Calendar for disbursement dates.