Run the Award Tie-Out report

• Director
• Finance
• Admin
• Needs: Report Center
• Needs: Revenue Reports
• Desktop
• Draft

If you don't see this

• It needs the Report Center permission. A director grants it under Manage School → Staff → Permissions.
• It needs the Revenue Reports permission. A director grants it under Manage School → Staff → Permissions.

Award Tie-Out lists every scholarship or voucher award applied to invoices due in the month you choose, so you can tie total awarded funding to your books. You'll find it in the Scholarships & Vouchers group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Scholarships & Vouchers.
2. Click Award Tie-Out.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Award Tie-Out

3. Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
4. Under Period, click Select a month and pick the month.
5. Optionally, under Optional filters, enter a program ID in Reconciliation program to limit the report to one program.
6. Under Format, choose PDF or Excel.
7. Click Generate. The file downloads when it's ready. You can also get it later from the Report queue.

Tips

• Who it's for: Finance staff reconciling scholarship and voucher programs.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Scholarships, Vouchers.