Common Data Set Report
Preparation
System Administration Data Setup
To ensure an accurate report, various fields on the System Administration > Packaging > Funds must be populated or reviewed prior to running the Common Data Set Report.
|
Field |
Note |
|---|---|
| Include as Need-Based in Reporting | Indicates whether the fund should be categorized as need-based in reports |
| Include in CDS | Indicates whether the fund should be included in Common Data Set (CDS) reporting |
| CDS Reporting Sequence | This is the value that determines the fund order when calculating the amounts allocated to need-based and non-need-based aid. |
Student Data Setup
Various fields on student record need to be populated or reviewed prior to running the Common Data Set Report.
|
Page |
Field |
Note |
|---|---|---|
|
Student Profile |
First Bachelor's Received for Reporting |
Set to Yes if the student is a first-time student receiving a Bachelor’s degree. |
|
Student Profile |
International Student for Reporting | Set to Yes if the student is a international student |
|
Academic Record |
Graduation Date | |
|
Program |
Graduated | Set to Yes if the student has graduated from this program |
Common Data Set Report
This process generates the financial aid section of the Common Data Set Report.
-
Navigate to Reporting > Standard Reports > Common Data Set (CDS) and generate the report.
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Navigate to Import/Export > File Manager, open the Exports > Reporting > Standard Reports folder and download the Common Data Set Report file.