Outstanding Documents Report

Users with report access under Reports menu can access an outstanding documents report that list allows institutions to identify students who have documents still to be submitted. 

  • Click on the Outstanding Student Documents report. 

  • Select from the following filters to extract the desired data:
    • Transaction Category - Filter by type of transaction - Verification, SAP Appeal, Dependency Override Appeal, EFC Appeal
    • Transaction Status - Filter by status of the student's file - Collect or Re-collect (Rejected documents not re-submitted)
    • Award Year - Filter by the appropriate award year
    • Document Name - Filter for a specific document type
  • Click Ok to run extract. 

The report will run in the background and a link to the result will be emailed to the user.