School Reports

1. Use the Filters to limit which information from the database is included in your report. You can select multiple values for each filter.

   • Grade: This filters by student grade level.

   • Status: This refers to application statuses.

   • Student code: These are school generated codes that can be tied to individual students.

   • Family code: These are school generated codes that can be tied to families.

   • Internal code: These are school generated codes that are for internal use only.

2. Select Generate Report and then select the type(s) of report(s) you want to run. You can also select to run All Reports.

   Tip: When you generate a new report or select to download/view an existing one, you may need to wait a few moments before the report appears. If you've waited already and do not see the report yet, select Refresh to update the report status and see if it is ready.

   The report(s) appear(s) in the grid.

3. Find the report(s) in the grid. On the report row, select a format to download and view the report. A report may be available as an Adobe PDF file, Microsoft Excel file, or both.

The Summary report provides a summary of family data from their verified documents which can be used to determine who to grant aid to and how much aid should be awarded. This report can be sorted by Student name or Need depending on what you select when generating the report. The report calculates the total number of students applying for aid with their Calculated need and Grants awarded. The Summary reports do not include students added via Import Students.

The Missing documents report can be used to reach out the families with missing documents. This report indicates which documents the family is missing along with their contact information.

For each family, Blackbaud Financial Aid Management generates a comprehensive report which can help the school review the family's information at a glance. The Family report does not include students added via Import Students. The report is collated by household. For each household in the report, the report shows detailed information about

• Household statistics - number of parents, total dependents, dependents in private school, dependents attending your school, household contribution to education (HCE), allowed education expense, pro-rated HCE, calculated student need, total amount of grants awarded

• Application status - review status, number of reviewed items, on-time status, date application received

• Household Key Ratios - average current ratio, average debt service ratio, average debt to asset ratio, a legend for abbreviations used in the report

• Special Circumstances - short and long description of special circumstances, special code, documentation provided

• Student Detail Information - number of students, student name, student code, actual tuition amount, allowed tuition amount, contribution from parents and guardians, contribution from others, calculated HCE, calculated need, total amount of grants awarded, remaining amount, total prorated amount

• Household Calculations

  • Assigned Income - employment, business income, other monthly income (annual total), other annual income, earned income and additional child tax credits, employer medical/dental value, total assigned income

  • Reported Annual Deductions (Actual & Allowed) - housing expenses, daycare/elderly expenses, allimony & child support expenses, medical expenses, charity contributions, total annual deductions

  • Household Assets - gross assets, net assets, weighted assets, retirement allowance, net weighted assets, total available assets

  • Uncovered Income - retirement contribution, business entertainment, business property depreciation, business amortization, uncovered income subtotal, total household income, total household taxable income

  • Calculated Annual Deductions - subsistence allowance, health/dental insurance deduction, employment expenses, interest on household debt, state income and sales tax, FICA tax, total calculated annual deductions

  • Household Refined Income (HRI) - total household income, available capital, reported annual deductions - allowed, calculated annual deductions, household refined income, household contribution to education

• Household information - parent/guardian names, daytime phone numbers, evening phone numbers, dates of birth, marital statuses, work statuses, religious affiliations, home addresses, email addresses

• Custom Questions & Answers

• Dependents - names, dates of birth, status, ward of state (yes/no), school ID, school name, current grade level, boarding at school (yes/no), returning student (yes/no), days in school

• Parent/Guardian Employment - parent name, employer, current (yes/no), applicant's estimated annual income, school's estimated annual income, prior year's W2 income, Blackbaud Financial Aid Management's estimated annual income

• Business Income

• Applicant Answers

  • Monthly Income - welfare (TANF), food stamps, social security from parents/guardians, social security from dependents & elderly dependents, child support, alimony, miscellaneous monthly income

  • Other Income - interest & dividends for previous year, interest & dividends estimated for current year, worker's compensation previous year, worker's compensation estimated for current year, unemployment for previous year, unemployment estimated for current year, miscellaneous income for previous year, miscellaneous income estimated for current year

  • Home Expenses - monthly rent, annual renters insurance, electricity, gas/oil/coal, water & sewage, purchase price, year of purchase, improvements & additions, current market value, principal owed on property, monthly mortgage payment, previous year property tax, home owners insurance, dwelling type, previous year rental income, previous year rental expense

  • Medical Expenses - total payments, total debt, employer pays medical, employer pays dental

  • Alimony & Child Support Payments - number of children supported, child support for previous year, child support estimated for current year, alimony, alimony estimated

  • Child Care and/or Elderly Expenses - total payments for previous year, total payments estimated for current year

  • Charitable Giving

  • Assets & Debts (Real Estate other than Home) - number of properties, purchase price of all properties, cost of improvements/additions, current total market value, total principal owed, total monthly loan/mortgage payment, previous year gross property income, previous year gross property expense, property types

  • Assets (Retirement Plans - Self Managed) - previous year contribution (household), previous year contribution (employer), previous year end value

  • Assets & Debts (Automobiles) - number of vehicles owned, total value, total monthly payments, total debt, number of vehicles leased, total monthly lease payment, annual total of vehicle insurance cost

  • Assets (Recreational Vehicles, Boats) - total value, total monthly loan payment, total debt

  • Assets (Current) - totals from checking and savings accounts, cash, or investment accounts

  • Miscellaneous Debt - credit cards, student loans (parents/guardians), student loans (dependents), personal bank loans, loan company, other debt

• Notes

Use this report to create a directory of families to contact. For all the families in the report indicates the

• App ID - unique ID number assigned to application

• Parent Names - first & last

• Home Address - primary residence

• Email Address - primary contact

• Day Phone Number - primary contact

• Evening Phone Number - primary contact

This report gives you a break down of different assets, income, contributions, need, grant awards, prorated amounts, etc. for each family and compares the previous year's totals to the current year's total. This will help admins to see any changes in family situations from one year to the next.

This report can be used to assist you in importing Financial Aid information from Blackbaud Financial Aid Management into the Blackbaud Enrollment Management System. This report contains many of the columns you will need to perform this import.