Reference: Financial Aid Configuration Tool

The

Financial Aid Configuration Tool

report in global search gives you a detailed overview of all of your financial aid configurations and policies. You can use the report to troubleshoot issues with financial aid setup data, including viewing and resolving holds. You can filter these reports by:

Option	Description
Academic Unit/Academic Level Program of Study	You can see all of the policies configured to the academic level or program of study and their effective dates. You can use this report to make sure that your policy configurations are correct for financial aid processing.
Student	For each academic period, you can view the: Attendance Plan Configuration Tool report. This report displays the policy configurations that Workday uses to create the student's financial aid attendance plan. Packaging Configuration Tool report. This report displays the student data that Workday uses to create the student's financial aid package. You can use these reports to understand why the attendance plan or financial aid package might differ from what you expect.