How Informer can benefit the Financial Aid Office

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Presentation transcript:

How Informer can benefit the Financial Aid Office Informer for FA How Informer can benefit the Financial Aid Office Brandi Massey, System Office, Financial Aid SME Daniel Boyette, System Office, Technical SME

Before you get started, ask yourself a few questions. Why do you need this report? What information do I want my report to display? What file(s) and field(s) are needed to create the report? Has a similar report already been created? What filtering criteria is needed? How often will the report be run? How will the information be grouped and sorted? 8/24/2019

Information for Report We need a list of all students that have recently been admitted our college. This report is useful in identifying students that have met all admissions requirements and are now ready to package financial aid. The output of this report needs to be the student ID, student name, application status and the application status date. 8/24/2019

Informer Main Page Search for existing reports 8/24/2019

Create a New Report 8/24/2019

Report Template 8/24/2019

Select Filter *An additional filter that could also be added: AD = Admitted; PR = Provisional *An additional filter that could also be added: Appl Status Date = Today 8/24/2019

Columns 8/24/2019

Sorts 8/24/2019

Normalized those Multi-valued fields 8/24/2019

Scheduling a Report to run 8/24/2019

8/24/2019