Reference: Run Student Financial Processes Reports

Use these reports to run student financial processes by applicant, student, or period:

Report	Description	Security
Run Student Financial Aid Processes by Applicant	Enables administrators to refresh attendance plans and progress ISIRs for individual or multiple applicants.	Report: Student Applications domain in the Admissions functional area.
Run Student Financial Aid Processes by Period	Enables administrators to run financial aid processes by academic periods for individual or multiple applicants or students. Processes include assigning cost of attendance, packaging merit and need-based financial aid, disbursing financial aid payments and student sponsor contracts, evaluating satisfactory academic progress, and sending messages.	Domain in the Campus Engagement functional area: Manage: Group Ad Hoc Communications - Student Financial Aid Period Records Domains in the Financial Aid functional area: Manage: Cost of Attendance Manage: Merit Packaging Manage: Need Packaging Manage: Satisfactory Academic Progress Reports: Financial Aid Period Records Domain in the Student Financials functional area: Student Disbursement Payment
Run Student Financial Services Processes by Student	Enables administrators to run student financial services processes for individual or multiple students. Processes include refreshing student attendance plans, progressing ISIRs, refreshing student financials period records, and removing soft drops and holds.	Domains in the Financial Aid functional area: Manage: Financial Aid Manage: Financial Aid Attendance Plan Manage: Mass Progress ISIRs Domains in the Student Financials functional area: Manage: Student Financial Accounts Manage: Student Financials Manage: Student Financials Accounting
Run Student Financials Processes by Period	Enables administrators to assign student charges and waivers by academic periods for individual or multiple applicants or students. For the Academic Year prompt, Workday displays the Recommended prompt category. Workday uses machine learning to determine these recommendations based on your most recently and frequently used selections. See Concept: Form Completion Assistant.	Reports: Student Financial Account domain in the Student Financials functional area.