Banner Student Aid Reporting

Login Instructions

To access a Web Report Templates, click a template link. You will be prompted to:
1) Enter your McGill Username (first.last [at] mcgill.ca) and McGill Password;
2) Below the McGill Password field, Select LDAP in the Authentication ;
3) Click Log On.

The report will load and you will be prompted to enter your data warehouse (Banner) username and password.
It is important to ensure that you have the necessary system and data warehouse access prior to accessing the
report templates.


Note: 

The BSA data warehouse views, upon which these reports have been developed, contain information beginning with Aid Year 1011. Earlier aid years are not captured in these views. Therefore, when refreshing reports that contain start/end date and/or fiscal year parameter prompts, it is important to understand that the earliest historical transaction will be dated September 1, 2010

 


Award Monitoring for FAA Admin Users


NOTE

Parameter prompts are mandatory, hence please ensure that you specify a value for each parameter prompt field when refreshing a report.


Report Title Required System Access Additional Information
Awards by Student ID FAA Admin

Parameters - Student ID & start/end disbursement (pay) dates

Awards by Aid Fund Code FAA Admin Parameters - Aid Year & Aid Fund Code
Awards by Faculty/Unit by Aid Fund Code and Student ID FAA Admin

Parameters - Awarding Faculty/Unit ORG & start/end disbursement (pay) dates

Awards by Faculty/Unit by Student ID FAA Admin

Parameters - Awarding Faculty/Unit ORG & start/end disbursement (pay) dates

Awards for Faculty/Unit by Aid Fund Code FAA Admin Parameters - Aid Year & Awarding Faculty/Unit ORG
Student Information Validation for Award Eligibility FAA Admin Parameters - Student Id(s) and Term(s)
Student Information Validation for Award Eligibility by PRIM DEPT Code FAA Admin Parameters - PRIM DEPT Code(s) and Term(s)

Award Monitoring for Finance Users


IMPORTANT

The BSA data warehouse views contain data as of Aid Year 1011. Therefore, Fiscal Year 12 is the first full fiscal year. Your Finance access governs what is displayed on this report


NOTE

Parameter prompts are mandatory, hence please ensure that you specify a value for each parameterm prompt field when refreshing a report.


Report Title Required System Access Additional Information
Awards by Fund Financial Manager (FFM) FAA Admin, FIS

Parameters - Aid Year & Fund Holder ID (Supervisor)


Report displays one Fund Holder ID

 

Awards by Fund Financial Manager (FFM) and Student ID FAA Admin, FIS

Parameters - Awarding Faculty/Unit ORG & Fund Holder ID (Supervisor) & start/end disbursement (pay) dates


Report displays one or all Supervisor IDs within a given Awarding Faculty/Unit

 

Active Awards & Stipends by Supervisor and Student ID FAA Admin, FIS

Parameters - Awarding Faculty/Unit ORG & Supervisor ID


Report displays all active awards and stipends only for one or all Supervisor IDs within a given Awarding Faculty/Unit

 

Awards for Faculty/Unit by Fund Financial Manager (FFM) FAA Admin, FISSIS

Parameters - Aid Year & Awarding Faculty/Unit ORG

Awards Paid from Grants FAA Admin, FIS

Parameters - Aid Year & Awarding Faculty/Unit ORG

Available Balances for Faculty unit by Fund FAA Admin, FIS

Parameters - Awarding Faculty/Unit ORG & Fiscal Year

Multi-Year comparative for Awarding Faculty/Unit by Fund FAA Admin, FIS Parameters - Awarding Faculty/Unit ORG & Fiscal Year

Award Monitoring for Student Record Users


NOTE

Parameter prompts are mandatory, hence please ensure that you specify a value for each parameterm prompt field when refreshing a report.


Report Title Required System Access Additional Information
Awards for Faculty Unit ORG by FeeRes and Student ID FAA Admin, SIS

Parameters - Awarding Faculty/Unit ORG & start/end disbursement (pay) dates & Max Term* code to use for Fee Res


*This report displays fee residence from the last registered term up to an including the term you enter here. Terms beyond the maximum term will not display on this report.

DAR Reports


The Student Award Recipient Information by ORG Code report was developed to provide details of all award recipients for Student donor related funding sources. The DAR Campaign report is restricted to funding that stemmed from the DAR Campaign only. The design of this report uses the Finance Fund as the basis for displaying the data.

 
Report Title Required System Access Additional Information
Student Award Recipient Information by ORG Code

FAA Admin, SIS

Parameters - Aid Year & ORG Code

DAR Campaign Funds report

FAA Admin, SIS

Parameters - Aid Year & ORG Code