FA Meetings Report

The Meetings Report provides a means to monitor Financial Aid Initial Meetings that have been recorded on the students' profile within the activities section.

1. To effectively track and monitor FA Meetings through the FA Meetings report, it is important to make sure that your Financial Aid Representatives are using the FA - Meetings, Initial option when adding an activity in the activities section.
   
   
   
   
          
2. To utilize the FA Meetings report navigate to Reports > Financial Aid > Meetings
   
   
3. From here you can search Initial FA Meetings using the following criteria:
   1. School
   2. Financial Aid Rep (Created By)
   3. Start Date
   4. End Date
   5. Why Not Enrolled (FA)
   6. Students Last Name
   7. Students First Name
   
   
4. While entering search criteria is not mandatory, it can be beneficial in refining the results of the report.