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  1. Report Set - Just like in the Student Profile, funding reports are split between Financial and Employment data. Select the type of report you need and click the View button to retrieve the reports.

  2. Toggle Size - Expands the view size of the report on screen for easier reading.

  3. Information - When clicked, the information icon displays the date and time that the reports data was last updated. The data tables that reports are built from is scheduled to refresh twice a day between the hours of 8 and 9am and again between 1 and 2pm. This is important to know that the reports are not “up to the minute” when using report data for your analysis.

Filtering and Sorting Data

Filtering

All reports in GradPoint have built-in filters, with the most common filters found in the header bar. Use one or multiple filters to narrow data as needed by clicking a filter and selecting an option from the dropdown menu. To check multiple selections from a dropdown, hold the CTRL key down while selecting.

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Note: Do not use both filter options at the same time. Using filters from the header and the filters menu at the same time may lead to unexpected data results.

Note

Caution: The data points on the menu are separated into 3 lists:

  • Filters on this visual - This list displays when there are more than one report using the same data (e.g. PAR Quarter Summary and PAR Quarter Detail display on the same page). Selecting these filters affects data for only the report selected.

  • Filters on this page - Selecting these filters only affect the report that is currently on the screen.

  • Filters on all pages - Selecting these filters will affect all reports during your web session, not just the report currently on the screen.

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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IAC_STATCD - Commitment Status, select either Current (most recent sequence of the commitment) or Historical (the original commitment and all edited commitments before the current): C=Current (default), H=Historical.

Sorting

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

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To get the total funding amount that has not been paid out to students in an AidID (e.g. Block Grant):

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