nslds reports...date entered repayment report • date entered repayment vs. anticipated completion...

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Session 24

NSLDS Reports

Pam Eliadisand

Andrea Wise

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Session Agenda

• Experience what NSLDS web reports are available

• Understand the data provided in each report

• Identify ways to incorporate the reports into FAA processes

• Observe steps required to request and download reports

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How can NSLDS Web Reports Help You Help Your Students?• Assist in Default Management• Assist with Exit Counseling• Aid in Reporting Enrollment,

Overpayments, and Transfers• Monitor the Effectiveness/Timeliness

of Enrollment Reporting and Transfer Monitoring by Staff or Servicers

Where are the NSLDS Web Reports?

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What Information is in the NSLDS Web Reports?

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Extract or Report

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Date Entered Repayment Report

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What is in this

Report?

Date Entered Repayment Report• Student/Borrower Information• GA and Lender Information• PLUS Borrower Information• Loan Information

– Outstanding Principal and Interest Balance– Loan Type and Current Loan Status– Loan Period– Date Entered Repayment

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How does this Report

Help?

Date Entered Repayment Report• Date Entered Repayment vs. Anticipated

Completion Date• Help Students with Entering Repayment• Offer Assistance

– Selecting a Repayment Plan– Consolidation Options– Deferment/Forbearance

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School Repayment Information Loan Detail

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School Repayment Information Loan Detail

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School Repayment Information Loan Detail• Student/Borrower Information• GA and Lender Information• Loan Information

- Outstanding Principal and Interest Balance- Loan Type and Current Loan Status- Loan Period- Date Entered Repayment

• Enrollment Data

What is in this

Report?

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How does this Report

Help?

School Repayment Information Loan Detail• Same Layout as the Loan Record Detail Report• Default Prevention Tool• Contact Borrowers in Repayment

– Obtain Feedback– Offer Assistance– Educate on Default

• Contact Defaulted Borrowers– Offer options for Resolving Default

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School Cohort Default Rate History Report

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What is in this

Report?

School Cohort Default Rate History Report• Student/Borrower Information• GA and Lender Information• Loan Information

– Outstanding Principal and Interest Balance– Loan Type and Current Loan Status– Loan Period– Date Entered Repayment

• Enrollment Data

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How does this Report

Help?

• Loan Record Back-up Detail (LRDR)• Provides Back-up Detail for Cohort

Default Rates• Used to Verify the Accuracy

of Cohort Default Rates• Make a Challenge for a Correction to

the data at Draft Rates

School Cohort Default Rate History Report

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Request for Financial Aid History

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What is in this

Report?

Request for Financial Aid History • Student/Borrower Information• GA and Lender Information• PLUS Borrower Information• Loan Information

– Aggregate Information– Outstanding Principal and Interest Balance– Loan Type and Current Loan Status– Loan Period– Date Entered Repayment

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Request for Financial Aid History

• Pell Information• Overpayment Information

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How does this Report

Help?

Request for Financial Aid History

• Used to determine Title IV Eligibility• Create Baseline to monitor changes• Use with ISIR Loan History

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School Overpayment Report

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What is in this

Report?

School Overpayment Report• Student Information• Overpayment Information

– Aid Type– Disbursement Date– Repayment Date– Create Date– Source– Update Date

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How does this Report

Help?

School Overpayment Report

• Track Overpayments• Monitor Timeliness of

Overpayment Reporting• Ensure Accuracy of Overpayments

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Borrower Default Summary Report

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What is in this

Report?

Borrower Default Summary Report• Loans with a Defaulted Loan Status• Borrower Information• GA and Lender Information• Date Entered Repayment• Balance Information• Loan Status History

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How does this Report

Help?

Borrower Default Summary Report• Contact Borrowers in Default• Advise Defaulted Borrowers

– Resolving Default– Consolidation Options– Deferment/Forbearance– Default Trends

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Enrollment Reporting Summary Report

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What is in this

Report?

Enrollment Reporting Summary Report• Activity Type• Date• Error/Passage Information

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How does this Report

Help?

Enrollment Reporting Summary Report• Monitor Timeliness of Enrollment• Useful for Internal Auditors• Oversight of Servicers

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Exit Counseling by SSN

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Exit Counseling

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What is in this

Report?

Exit Counseling by SSN and Exit Counseling

• Student/Borrower Information• PLUS Borrower Information• Loan Information

– Outstanding Principal and Interest Balance– Interest Rate– Loan Type and Current Loan Status– Loan Period– Date Entered Repayment

• GA, Lender and Lender Servicer Contact Information

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How does this Report

Help?

• Use to Assist with Exit Counseling Efforts– Borrower Responsibility– Repayment Plan Options–Choosing a Repayment Plan–Deferment and Forbearance Options

Exit Counseling by SSN and Exit Counseling

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Transfer Monitoring Summary Report

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What is in this

Report?

• Student Information• Transfer Monitoring Information

– Monitor Begin Date–Enrollment Period Begin Date– Alert Type– Alert Date

Transfer Monitoring Summary Report

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How does this Report

Help?

• Useful as a Management Tool• Track Alerts Generated for

Students

Transfer Monitoring Summary Report

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How do you Run and Download a NLSDS Web

Report?

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Select Your Report

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Running and Downloading your Report

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Failed Report

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Confirm Your Parameters

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Successful Submission

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Report Log

Requested By: ERIC HARDY Begin Date/Time:

08/30/2005 9:46:07 AM

Output Medium: SAIG End Date/Time:

08/30/2005 10:05:02 AM

Sort: 1 Report Type: Extract

Parameters: 00307800;05/01/2005;05/30/2005

00307800;02/02/2005;03/05/2005Parameters: ExtractReport Type: 1Sort:

08/29/2005 2:31:27 PM

End Date/Time: SAIGOutput Medium:

08/29/2005 2:19:53 PM

Begin Date/Time: BECKY MOORERequested By:

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SAIG Tool – TDCommunity Manager

• http://www.saigportal.ed.gov/saigprod/portal.jsp

• Gives you the ability to:– Monitor Student Aid Internet Gateway (SAIG)

network traffic– Restore previously received files– Change your SAIG Password– Displays files that failed the “mailboxing”

process and the cause of the error

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SAIG Mailbox Tool

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Running and Downloading your Report• Every NSLDS Logon is associated

with an individual TG Number• EDconnect must be associated with

YOUR TG Number in order to download the report that you have run

• Questions should be directed to CPS/SAIG Technical Support at 1-800-330-5947

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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EDconnect

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Message Class Web Report Description/Selection Report ID

AHSLDSOP/AHSLDEOP Date Entered Repayment (Report/Extract) DER001

SHNOTROP School Repayment Information Loan Detail (Report) DRC015

SHNOTEOP School Repayment Information Loan Detail (Extract) DRC015

SHCDRROP School Cohort Default Rate History Report (Report) DRC035

SHCDREOP School Cohort Default Rate History Report (Extract) DRC035

FAHREPOP Financial Aid History (Report) FAT001

FAHEXTOP Financial Aid History (Extract) FAT001

AHSLDSOP/AHSLDEOP School Overpayment Report (Report/Extract) OVP001

AHSLDSOP/AHSLDEOP Default Loan Summary Report (Report/Extract) SCHDF1

AHSLDSOP Enrollment Reporting Summary Report (Report) SCHER1

AHSLDSOP/AHSLDEOP Exit Counseling by SSN (Report/Extract) SCH01A

AHSLDSOP/AHSLDEOP Exit Counseling (Report/Extract) SCH01B

AHSLDSOP/AHSLDEOP Transfer Monitoring Summary Report (Report/Extract) SCH07B

Message Classes

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File Browser

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Formatting the Report

In Microsoft Word:• Font: Courier New• Font Size: 8• Print Layout: Landscape• Margins:

– Top = 1“, Bottom = 1“, Left = 0.7“, Right = 0.7“ Gutter = 0"

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Successful Report

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Formatting the Extract in Excel• Change the file name to a text (.txt) file

format• Open Microsoft Excel and open the .txt

file• Select Fixed width format and format

the file accordingly• Save the file in Excel (.xls) format

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Additional Information

• www.ifap.ed.gov• NSLDS Help Pages

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We appreciate your feedback and comments.We can be reached at:

Contact Information

• Phone: 800-999-8219• Fax: 785-838-2154• Web: www.nsldsfap.ed.gov• Email: nslds@pearson.com

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