RNL Fund Type Report

This report provides specific fund information formatted for the purposes of data sharing with Ruffalo Noel Levitz (RNL) for those who use Advanced FinAid Solutions. It can be run for all funds in the system or limited to those associated with a specific award year. The report displays Fund Name (Awd_Cd), Display Name (Description), and Fund Type (created using the data from the RNL Fund Code fields).

Note that the fund name is truncated to the first 20 characters in the field and must be unique.

Note: This report is only available if the RNL Customer field on the School Profile page is set to Yes.

To generate an RNL Fund Type report, complete the following steps:

  1. Select Reporting in the top navigation bar to open the Reporting menu along the left side of the page.
  2. Select Standard Reports.
  1. From the Standard Reports list, select RNL Fund Type.
  2. Optionally, choose the federal award year from which you want to pull data from the Award Year list. If you leave this field blank, all funds in the system will be included without duplication of those that are tied to multiple award years.
  3. Choose which format to use to generate the report when saving to the File Manager. The file name is auto-generated and can be seen in the box below the standard report definition.
  1. Select Generate Report. A green success message appears in the top right to let you know the report is being generated and a second green message will appear once the file is generated successfully.
  1. Select Import/Export in the top navigation bar to open the Import/Export menu along the left side of the page.
  2. Select File Manager.
  1. In the File Manager, navigate to Exports > Reporting > Standard Reports.
  2. Select the report you want to download.

    Tip: To download multiple documents, you can multi-select files by using your keyboard. If you wish to select multiple files that are listed next to one another, press and hold shift and select the first and last file from the list. If you wish to select multiple files not listed beside one another, press and hold Ctrl and select your desired files.

  3. Select the Download download icon icon.

    Note: Once you've selected to download the file, it can be located on your device in the Downloads folder, or another file location depending on your browser settings.

    For more information on actions you can perform from the File Manager, see File Manager and related help articles.