Analytics & Business Intelligence

Student Financial Commitments Reports

Highlights

These reports provide a complete picture of projected student financial support (e.g., fellowships, benefits and GSA tuition waivers ) across multiple years that can be run by school/college, department, and funding source. The report data ranges from high-level aggregate amounts to the reconciliation details for each student and funding source.

Report Overview

The reports provide:

  • A high level summary that compares funding balances, cost projections, and actual expenditures
  • Monetary detail provided at both the term and student levels
  • The ability to drill down to reconciliation details for each student that includes journal transaction activity

Financial Commitments by Department

This report shows cost estimates by funding category, along with a total expenditure projection and total actual expenses to date.

  • When the report is run for an entire school/college, the results are broken down into individual Department ID line items.
  • If the input range is greater than one year, the data is aggregated at the department level across all commitment years.

Financial Commitments by Department Report

The drilldown feature allows staff to evaluate the detail supporting those totals at the year, term, student, and journal/ChartField string level.

Financial Commitments By School

This summary report shows aggregate cost estimates by funding category.

  • It includes projections of funds available (i.e., budget), total expenditures, and total actual expenses-to-date.
  • When the report is run for an entire school/college, the results are aggregated into a grand total per commitment year.

Financial Commitments By School Report

The drilldown feature allows staff to evaluate the detail supporting those totals at the term, Department ID, student, and journal/ChartField string level.

Financial Commitments by Funding Source

This summary report shows aggregates of projected available funds (i.e., budget), total expenditures, total actual expenses-to-date, and the differences between the projections and actuals.

The information is listed separately for each commit year selected.

  • Additionally, ShortCode detail is provided for each funding source whose data is created and maintained on the commitment setup pages in M-Pathways Student Administration.
  • When the report is run for an entire school/college, the results are broken down into individual Department ID line items.

Financial Commitments by Funding Source Report

For more detailed information about these reports, including an explanation of the business reasons for the creation of the reports, read the full documentation on My LINC.

Data Sources

M-Pathways Student Administration System and M-Pathways Human Resource Management System

Access Details

Who needs access?

Staff who are responsible for oversight, management, or entry of funds used to support students in their academic endeavors. This typically includes Executive Officers, Dean’s Office staff, and administrative systems users in Financial Management or Student Services.

How do I request access?

Access is open to any administrative staff or faculty who have an interest in funding projections and student aid support. Request the FA COMMITMENT ENTRY VIEWER role via the Online Access Request System (OARS). It provides view-only access to the commitment pages in the M-Pathways Student Administration system, as well as all corresponding M-Reports.

What can users see?

When running the reports, the user can choose appropriate school or department values for each filter in the Criteria Bar. Access is not limited to specific schools or departments, and always provides the ability to drill down to student details.

Refresh Schedule

Daily