Introduction

The Outstanding Student Documents report allows the school user to view a list of documents that have not been submitted by the student. 


Users with Admin, Admin(Limited), FAO roles have access to request the Outstanding Student Documents report. The reports may be accessed from the left-hand menu in StudentForms. 


The Reports screen has two tabs:

  • Generate Reports - Displays the reports available for the school user to request
  • Historical Reports - This allows the school user to view the reports that they have requested previously
    • The reports displayed on the Historical Reports tab are specific to the user that requested them


Outstanding Student Documents Report

Navigate to StudentForms>Reports>Outstanding Student Documents

  • Select Transaction Category- Default is All, school users may select a single category from the dropdown to only display outstanding documents for the selected transaction
    • Transaction Categories:
      • SAP Appeal
      • Dependency Appeal
      • Family Contribution Appeal
      • COA Appeal
      • EFA Appeal
      • Other Documents
      • Verification
  • Select Transaction Status - Default is All, school user may select transaction status of collecting or re-collecting
  • Select Award Year - Default is All, school users may select a specific award year from the dropdown
  • Document Name - School user may specify document name by typing into the box
  • Clicking the Submit button sends the request to the queue to be processed.
    • The user will receive the report link through their email. This link is user-specific and should not be shared since it will not work for other users.   You must also be logged into StudentForms to use the link to download the report.
    • The report contains the following information:
      • First Name
      • Last Name
      • School ID
      • Student SSN Last 4
      • Award year
      • Document Name
      • Transaction Type
      • Date Added
      • SSN - Only if the Include Full SSN checkbox is checked. School users should follow their internal policies and procedures for determining if Full SSN should be included in the report. 
  • Clicking the Cancel button cancels the request and returns the user to the Reports screen