Aug 17, 2022  
Data & Reporting Dictionary 
    
Data & Reporting Dictionary [ARCHIVED CATALOG]

Reports


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A

ACE Holdco, PBC DE Renewal: Parent Co Domicile Annual Report and Franchise Tax Return
Produced By BDO Tax Preparers
Timeline Annual
Report Access  
Data Source  
Key Terms DE, Domicile, Annual Report, Franchise Tax
Link to Report Link  
Link to SOP Link
Domicile annual report required with franchise tax return (based on the net worth of or capital held by the entity) in Delaware.

 

ACE Conferred Degree Analysis
Produced By Institutional Analytics
Timeline Annual
Report Access Limited distribution to senior leadership
Data Source IPEDS Data Center
Key Terms Degree, Conferred Degree Analysis
Link to Report Link  
Link to SOP Link 
Degree Conferral is the recording of Graduate status from the College in the Student Information System (SIS).  This is done after all academic requirements and financial obligations have been met.  The student will be eligible to receive a diploma, verification, certification, etc.

 

ACE.edu Quarterly Web Audit
Produced By ORAC/Marketing
Timeline Quarterly
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms ACE.edu, Web Audit
Link to Report Link  
Link to SOP Link
Used for quarterly meetings.

 

Alabama Business Privilege Tax Return and Annual Report
Produced By ORAC
Timeline Annual
Report Access  
Data Source  
Key Terms AL, Tax Return, Business Privilege
Link to Report Link  
Link to SOP Link
Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Apps Completed by Degree Type
Produced By Institutional Analytics
Timeline On-demand
Report Access  
Data Source Power BI
Key Terms Apps Completed by Degree Type, Degree Type, Apps Completed
Link to Report Link  
Link to SOP Link
Shows count of active enrollments this year, last year and % change by term for degree type and program.

 

Apps Started by Degree Type
Produced By Institutional Analytics
Timeline On-demand
Report Access  
Data Source Power BI
Key Terms Apps Started by Degree Type, Degree Type, Apps Started
Link to Report Link  
Link to SOP Link
Shows count of starts by degree type and term comparing this year to prior year, including percent change.

 

AR Aging
Produced By Finance
Timeline Monthly  
Report Access Finance
Data Source Campus Nexus/NAV
Key Terms AR Aging
Link to Report Link  
Link to SOP Link
Categorizes accounts receivable according to the length of time an invoice has been outstanding.

 

AZ Biennial Reporting
Produced By ORAC
Timeline Biennial
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms AZ, Renewal, MATE, EL
Link to Report Link  
Link to SOP Link
Biennial Renewal Components Include: Accreditation Evidience, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

B

Bahamas Ministry of Education Annual Registration Renewal & Bahama Enrollment Report
Produced By ORAC
Timeline Annual
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms  
Link to Report Link  
Link to SOP Link
Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

Bond Tracker
Produced By ORAC
Timeline  
Report Access  
Data Source  
Key Terms Bond
Link to Report Link  
Link to SOP Link
Contains list of SOS State  accounts, and Payroll tax SIT and SIU accounts.

 

C

CAEP 8 Annual Reporting Measures Website Update
Produced By CI & Institutional Analytics
Timeline Annual
Report Access Online, Public Facing
Data Source Campus Nexus
Key Terms CAEP
Link to Report Link  
Link to SOP Link
As a component of CAEP accreditation, every Education Preparation Provider (EPP) must report and prominently display data on their website relating to eight Annual Reporting Measures established by CAEP.

 

CAEP Annual Report
Produced By CI 
Timeline Annual
Report Access  
Data Source  
Key Terms CAEP
Link to Report Link  
Link to SOP Link
 

 

California BPE Re-Registration
Produced By ORAC
Timeline Biennial
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms CA, BPE
Link to Report Link  
Link to SOP Link
Components include: Accreditation Evidience, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

California Debt Collector Renewal
Produced By ORAC
Timeline  
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms CA, Debt
Link to Report Link  
Link to SOP Link
Components include: Business License information, Audited Financial Statements, Officer and BOT personnel information, Surety Bonds.

 

California Loan Servicer Renewal 
Produced By ORAC
Timeline  
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms CA, Loan
Link to Report Link  
Link to SOP Link
Components include: Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds.

 

Cash App
Produced By Finance 
Timeline Monthly
Report Access Finance
Data Source CampusNexus/NAV
Key Terms CA, Loan
Link to Report Link  
Link to SOP Link
Reconciliation of cash applied.

 

Change of Start Day Report
Produced By Institutional Analytics
Timeline Each Term
Report Access Restricted
Data Source CampusNexus
Key Terms Start, COSD
Link to Report Link  
Link to SOP Link
Term report of Change of Start Day (COSD) student responses.

 

Chicago Public Schools Purchasing
Produced By ORAC
Timeline  
Report Access  
Data Source  
Key Terms IL, Invoice, Vendor
Link to Report Link  
Link to SOP Link
Required for bulk invoicing and educator grant administration. Components include IL Business License, Banking Information, Evidence of Insurance.

 

Colorado Loan Servicer Renewal
Produced By ORAC
Timeline  
Report Access  
Data Source  
Key Terms CO, Lender, BOT
Link to Report Link  
Link to SOP Link
Components include: Business License information, Audited Financial Statements, Officer and BOT personnel information, surety bonds.

 

Colorado Secretary of State License Renewal
Produced By ORAC
Timeline  
Report Access  
Data Source  
Key Terms CO, BOT
Link to Report Link  
Link to SOP Link
Required business license pursuant to authority, physical prescence or tax nexus.  Components include: Business license evidence, BOT or Executive Officers list and personnel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Customer Deposit
Produced By Finance
Timeline  
Report Access  
Data Source  
Key Terms  
Link to Report Link  
Link to SOP Link
 

 

D

Daily Activity Tracking-Enrollment
Produced By Institutional Analytics
Timeline  
Report Access  
Data Source Campus Nexus
Key Terms Activity, Application, Start
Link to Report Link  
Link to SOP Link
This report provides a daily snapshot of where students are in the academic pipeline, from application to start.

 

Detail Transaction Report
Produced By Finance
Timeline Monthly
Report Access  
Data Source Campus Nexus/NAV
Key Terms  
Link to Report Link  
Link to SOP Link
At the end of the month the GL Accountant runs the Detail Transaction Register in CN and prepares journal entriesto post term revenue, non-term revenue, and deferred revenue in NAV. Term revenue represents student ledger transactions posted to the term that started during the month; non-term revenue represents student ledger transactions for any term prior to the term started during the month; and deferred revenue represents the portion of student ledger transactions that will be recognized in future periods.

 

E

Enrollment Dashboard
Produced By Institutional Analytics
Timeline

Refreshes daily at the following times (EST):1:00am, 8:00am, 11:00am,

2:00pm, 5:00pm, 8:00pm

Report Access Power BI Access
Data Source Enrollment Reports Dataset
Key Terms Viable Inquiries, Gross Inquiries, Contact Rate, Activities
Link to Report Link  
Link to SOP Link
Dashboard view of data from the Enrollment Reports. It displays yesterday’s gross and viable leads and contact Rate. A MoY view of viable and gross leads for the year. A MoY view of the contact rate and the month’s activities. A Month by Month view of the 30, 60, 90, 120 Day Conversions.

 

F

Faculty Ratio by Term, Department, Level
Produced By Institutional Analytics
Timeline  
Report Access SSRS Access
Data Source Campus Nexus
Key Terms Faculty
Link to Report Link  
Link to SOP Link
 

 

FL IPEP
Produced By Institutional Analytics, ORAC
Timeline  
Report Access Regulatory Affairs and Compliance
Data Source Campus Nexus
Key Terms FL, IPEP, eIPEP
Link to Report Link  
Link to SOP Link
Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

Florida Commission for Independent Education Annual LMBA Renewal and Data Submission
Produced By ORAC
Timeline Annual
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms FL, LMBA, CIE
Link to Report Link  
Link to SOP Link
Three part process that starts in June and ends with September CIE board review and later form 803 data entry. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

Florida Commission for Independent Education Form 802 Student Data Collections
Produced By ORAC
Timeline Annual
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms FL, CIE
Link to Report Link  
Link to SOP Link
Required as part of overall FL CIE annual renewal. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA Report, Withdrawal Report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

Florida Commission for Independent Education Renewal and Form 803 Placement/Retention Data
Produced By ORAC
Timeline Annual
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms FL, CIE, Placement, Retention
Link to Report Link  
Link to SOP Link
Required as part of overall FL CIE annual renewal. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

Florida IPEP Annual Report
Produced By ORAC, Institutional Analytics, Academics
Timeline Annual
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms FL, IPEP
Link to Report Link  
Link to SOP Link
Annual requirement that includes district surveys and data entry in stages.  Components include:  Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement.

 

Florida Loan Servicer Renewal
Produced By ORAC
Timeline  
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms FL, Loan
Link to Report Link  
Link to SOP Link
Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds.

 

Florida Secretary of State License Renewal
Produced By ORAC
Timeline  
Report Access Regulatory Affairs and Compliance
Data Source  
Key Terms FL
Link to Report Link  
Link to SOP Link
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

G

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
General Liability (Travelers) and Workers Compensation Audit-Annual Finance Annual   Finance-General Liability (Travelers) and Workers Compensation Audit-Annual General, Travelers, Workers Comp, Audit    
Insurance agency examines the payroll records and income statements of a policyholder to determine if that policy represents an accurate rating of the company’s exposure to liability.  The workers’ comp policy requires audits to verify estimated payrol.  The audits help to ensure ACE is paying the right amount for the right coverage.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Georgia Debt Collector Renewal  ORAC   Regulatory Affairs and Compliance   Georgia, Debt Collector    
TBD-Debt Collector License Renewals-Components include-Business License information, Audited Financial Statements, Officer and BOT personnel information, Surety Bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Georgia Loan Servicer Renewal  ORAC TBD     Georgia, Loan Servicer Renewal    
TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Georgia Nonpublic Postsecondary Education Commission ORAC Annual Regulatory Affairs and Compliance   Georgia, Nonpublic Postsecondary, Education Commission    
Annual renewal-Components include:  Accreditation Evidience, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Georgia Secretary of State License Renewal ORAC Annual Regulatory Affairs and Compliance ORAC Georgia, Secretary of State    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
GL Report  Finance Payperiod Finance/Payroll Paylocity/NAV GL Report    
Report in Paylocity for posting the payroll journals.

 

H

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Hawaii Secretary of State License Renewal ORAC Annual Regulatory Affairs and Compliance ORAC Hawaii, Secretary of State, Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
HLC Annual Institutional Data Update (AIDU) Institutional Analytics Annual Online under HLC access/control; archived copy saved on ORAC SP under HLC IPEDS HLC, Annual Institutional Data, AIDU

HLC Annual Institutional Data

 
HLC requires each institution to update data on financials, enrollments, completions, and more.  Much of the data draws on IPEDS submissions.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
HLC Non-Financial Indicator Report Institutional Analytics Not a scheduled and not guaranteed, but has become commonly required.  Usually required around August. Report is submitted online to HLC and archived on ORAC SP under HLC   HLC, Non-Financial, Indicator

HLC Non-Financial Indicator

 
Not a scheduled and not guaranteed, but has become commonly required.  Usually required around August.

 

I

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Illinois Secretary of State Annual Report and Tax Payment ORAC Annual Regulatory Affairs and Compliance ORAC-Illinois Secretary of State Annual Report and Tax Payment Illinois, Secretary of State, Tax Payment    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Indiana - Annual Post - Indiana Educator Preparation Program Reporting Requirements. IN SEA 528 ORAC/Institutional Analytics Annual Regulatory Affairs and Compliance   Indiana, Annual Post, Indiana Educator Preparation Program Reporting Requirements. IN SEA    
Required to be completed by March of each year and should be exact time as SRTK update.  Components include:  Accreditation Evidence,Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Cataglog Policies, Faculty Infomration, Audited Financial Statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Indiana BPE Authorization Renewal ORAC Annual Regulatory Affairs and Compliance   Indiana, BPE Authorization    
Annual requirement/will require completion of CHEDDS report when re-established.  Components include:  Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA Report, Withdrawal Report, Catalog Policies, Faculty Information, Audited Financial Statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Indiana BPE Data for Authorization Renewal
ORAC     ORAC Indiana, BPE Data    
State Authority License Renewals and  Reports - Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Finacial Statement.  

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Indiana CHE  - Quarterly Enrollement Reports ORAC/Institutional Analytics Annual Regulatory Affairs and Compliance Analytics Indiana, CHE, Quarterly, Quarterly Enrollment Reports    
New Annual requirement.  State Authority License Renewals and  Reports - Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Finacial Statement. 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Indiana Economic Development Corporation Annual Report Finance Annual Requires a login, which is restricted to Bryce and to KK; data for the report is restricted via Paylocity permissions and SharePoint permissions. Paylocity and audited Financial Statements Indiana Economic Development, Corporation Annual Report    
Annual report to the state of Indiana outlining employment and capital investments within the state to qualify for tax incentives.  Due each year by 2/14, but can be extended to 3/31.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Indiana Loan Servicer Renewal ORAC TBD Regulatory Affairs and Compliance   Indiana, Loan Servicer    
TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Indiana Secretary of State License Renewal ORAC Biennial Regulatory Affairs and Compliance ORAC Indiana Secretary of State, License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Indiana Surety Bond Renewal ORAC TBD Regulatory Affairs and Compliance   Indiana, Surety Bond    
TBD-State Authority License Renewals and  Reports - Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Finacial Statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
IPEDS 12 month enrollment (E12) Institutional Analytics Fall     IPEDS, 12 month enrollment, E12    
Unduplicated headcount of students entrolled over a 12-mo period.  Because this enrollment measure encompasses an entire year, it provides a more complete picture of the number of students at non-traditional institutions that enroll students year round or for short-term programs.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
IPEDS Admissions (ADM) Institutional Analytics Winter     IPEDS, ADM    
Basic info collected from institutions that do not have an oopen admissions policy on the undergraduate selection process for first-time, degree/cerificate-seeking students.

 

Report Name Produced By Timeline Report Access Key Terms Link to Report Link to SOP

IPEDS Completion Analysis

Institutional Analytics Annually each Fall (subject to DOE release timeline) Available to all  IPEDS, Completion, Market Share, CIP Code   Link goes here
This report uses publicly available IPEDS completion data to quantify the market share of institutions across various sectors. This analysis allows us to understand our current standing as well as potential growth opportunities. There is a one-year delay on information presented in the report.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
IPEDS Fall Enrollment (EF) Institutional Analytics Spring     IPEDS, Fall Enrollment    
Measure of student access to higher ED at traditional institutions.  Data collected for all students enrolled in credit-bearing courses/programs which could potentially lead to awards ranging from postsecondary certs of less than 1 yr to doctoral degrees.

 

L

Report Name Produced By Timeline Report Access Key Terms Link to Report Link to SOP
Lead Enrollment Analysis Institutional Analytics Refreshes daily at the following times (EST):
1:30am
8:30am
11:30am
2:30pm
5:30pm
8:30pm
Accessed via Power BI - ACE Institutional Analytics Reports App  Partnership
Inquiries
Enrollment Status
App Status

Lead Enrollment Analysis

Link goes here

Report contained in PBI IA App consiting of two pages.

  1. Inquiries contains Inquiries by Year, Inquiries by Parternship and State, Inquiries by Partnership and Year, Weekly Inquiries by State, and Monthly Inquiries By State
  2. Enrollments contains Applications by State broken out by App Status, Applications by Parternship and App Status, Monthly Applications by App Status, and Application by Year by App Status.

Both pages can be filtered by Year, Month, Week, State, and Partnership

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Legislative Update Tracker ORAC Monthly Regulatory Affairs and Compliance   Legislative Update, Tracker    
Used with monthly meetings with Academics

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Loan Servicer Application/NMSL (MU1) ORAC TBD Regulatory Affairs and Compliance   Loan Servicer, Application, NMSL, MU1    
TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Louisianna Secretary of State License Renewal ORAC Annual Regulatory Affairs and Compliance ORAC Lousianna Secretary of State, License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

M

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Maryland Debt Collector Renewal  ORAC Annual Regulatory Affairs and Compliance   Maryland, Debt Collector    
TBD-Debt Collector License Renewals-Components include-Business License information, Audited Financial Statements, Officer and BOT personnel information, Surety Bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Maryland Loan Servicer Renewal  ORAC TBD     Maryland, Loan Servicer    
TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Maryland Secretary of State License and Personal Property Return ORAC     ORAC-Maryland Secretary of State License and Personal Property Return Maryland Secretary of State, Person Property    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Melt Summary Institutional Analytics Every Term Access restricted in SharePoint Institutional Analytics-only sent to certain stakeholders SSRS-Term Outcomes Report Melt, drop, apply, enroll, drop date    
Students who apply and enroll, but do not show up for the first course, students who show up for the first course but not before the drop date.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Missouri Secretary of State License Renewal ORAC     ORAC Missouri Secretary of State, License, Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Montana Secretary of State License Renewal ORAC     ORAC Montana Secretary of State, License, Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Monthly Book Value Finance Monthly Report is restricted in SharePoint to the Finance Group NAV Book value, fixed assets    
Monthly book value report for fixed asset tie out. 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Monthly Financial Statements Finance Monthly Report is restricted in SharePoint to the Finance Group NAV (Jet Reports)/SharePoint Balance sheet, income statement, cash flow statement    
Monthly financial statements (balance sheet, income statement and cash flow statement)

 

N

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
NC SARA Enrollment and Field Experience Data ORAC       NC SARA, Enrollment and Field, Experience Data    
Required as part of overall SARA renewal. All reports are provided to BPE and SARA. Components include:  Accreditation Evidence, Enrollment and Graduate Rate Report, Withdrawal Report, Faculty Information, Field Placement and Location Report, professional licensure disclosure evidence, business license evidence.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
NC SARA Annual Renewal ORAC Annual     NC SARA, Annual Renewal, NC SARA Annual Renewal    
Required as part of overall SARA renewal. All reports are provided to BPE and SARA. Components include:  Accreditation Evidence, Enrollment and Graduate Rate Report, Withdrawal Report, Faculty Information, Field Placement and Location Report, professional licensure disclosure evidence, business license evidence.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
NC SARA Enrollment and Field Experience Data Extraction Institutional Analytics/Academics       NC SARA, Enrollment and Field, Experience Data Extraction    
Required as part of overall SARA renewal. All reports are provided to BPE and SARA. Components include:  Accreditation Evidence, Enrollment and Graduate Rate Report, Withdrawal Report, Faculty Information, Field Placement and Location Report, professional licensure disclosure evidence, business license evidence.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
New Jersey (5 yr renewal) ORAC Every 5 years     New Jersey    
5 year requirement-State Authority License Renewals and Reports-Components include:  Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audidted Financial Statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
New Jersey Secretary of State License Renewal ORAC       New Jersey, Secretary of State, License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
New Mexico Secretary of State License Renewal ORAC       New Mexico, Secretary of State, License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
NPSAS National Post Secondary Aid Study Institutional Analytics     Analytics NPSAS National, Secondary Aid Study    
 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Nursing Program Tracker ORAC Quarterly Regulatory Affairs and Compliance   Nursing Program, Tracker, Nursing Program Tracker    
Used for quarterly meetings

 

O

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Ohio 5 year renewal (EL, TESOL) ORAC Evert 5 years   ORAC Ohio 5 year renewal    
5 year renewal-Components include:  Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Ohio Board of Regents (OBR) Survey Data x 3 each year ORAC 3x’s per year     Ohio Board of Regents, OBR, Survey Data    
Student Survey assistance requirement.  State Authority License Renewals and Reports-Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Ohio Debt Collector Renewal  ORAC   Regulatory Affairs and Compliance   Ohio Debt, Collector Renewal, Ohio Debt Collector Renewal    
TBD-Debt Collector License Renewals-Components include-Business License information, Audited Financial Statements, Officer and BOT personnel information, Surety Bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Ohio Loan Servicer Application ORAC TBD     Ohio Loan, Servicer Application, Ohio Loan Servicer Application    
TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Ohio MRS Data exptraction for report ORAC     ORAC Ohio MRS, exptraction for report    
Annual EL Program renewal requirement.  State Authority License Renewals and Reports-Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Ohio MRS Report ORAC       Ohio MRS, Ohio MRS Report    
Annual EL Program renewal requirement.  State Authority License Renewals and Reports-Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Ohio Secretary of State License Renewal ORAC     ORAC Ohio Secretary, State License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Oklahoma-Annual Certificate of Capital Invested in the State ORAC Annual     Oklahoma-Annual, Capital invested in the State    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Ongoing final numbers by term-Finance Version-Use as of Jan 2018 Registrar Every Term Report resides on SharePoint websited with restricted access Campus Nexus/SSRS/PowerBI Ongoing final numbers    
Report is an Excel workbook listing the final numbers at each term (an overview of other reports).  Finance (Nicole Scarsella) verifies numbers with SSRS and Power BI and enters the program level details on the actual vs budget tracking documents.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Oregon Secretary of State License Renewal ORAC     ORAC Oregon Secretary, State License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Outstanding Checklist Finance Monthly Finance NAV Outstanding, checklist, bank reconciliations    
Monthly outstanding checklist after bank reconciliations.

 

P

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
PA DOE-TBD TBD TBD TBD TBD TBD    
Report listed from Tom Brouwer ORAC

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Payroll Summary Finance Payperiod Finance Paylocity

Payroll Summary

 

   
 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Pennsylvania Corporate Tax Report ORAC       Pennsylvania Corporate Tax Report, Corporate Tax Report    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Q

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Quarterly Compliance Certificate Finance Quarterly     Quarterly Compliance, Quarterly Compliance Certificate    
 

 

R

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Reg Affairs & Compliance SOS_SUI_SIT Tracker ORAC     ORAC SIT, SOS, SUI    
Contains list of SOS State  accounts, and Payroll tax SIT and SIU accounts 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Registration by Degree Type Database-SSRS       Registration by Degree Type    
 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Registration/Financing Hold Report Finance       Registration, Financing Hold Report    
 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
RIC tracker (loan and debt collector applications) ORAC       RIC tracker, loan and debt collector    
Used for initial state identification and license application tracking

 

S

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Scholarship and Grant historical tracker  Marketing/Finance   Regulatory Affairs and Compliance   Scholoarship, Grant, historical tracker    
Historical and current record of all institutional programs.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
South Carolina-Corporate Income Tax Return & Annual Report ORAC Annual     South Carolina, Corporate Income Tax Return, Annual Report    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Student Faculty Demographics         Student Faculty, Demographics, Student Faculty Demographics    
 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Student Ops Enrollments-Active Enrollments by Degree Type and Program Database-SSRS       Student Ops Enrollments, Active Enrollments    
 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Student Ops-Registration Database-SSRS       Student Ops, Registration, Student Ops-Registration    
 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Student Right to Know Update on Website Institutional Analytics Annual     Student Right to Know    
 

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Student Tuition Recovery Fund Assessment Reporting Form (STRF) Finance Quarterly Secured in the Finance SharePoint site Campus Nexus Student Tuition Recovery Fund, Assessment Reporting, STRF    
Quarterly report provided to California reporting student enrollment information for potential recovery assessments.

 

T

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
TEA 5 year renewal (EL) ORAC Every 5 years     TEA 5 year renewal    
5 year requirement- Components include:  Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
TEA ASEP Data Extraction for reporting Institutional Analytics Annual   Analytics TEA ASEP, Extraction for reporting    
Annual report with new enrollment entry all year long.  Components include:  Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Tennesee Secretary of State License Renewal ORAC     ORAC Tennesee Secretary, State License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Term Attrition
Produced By Institutional Analytics
Timeline Each Term 
Report Access SSRS Access
Data Source Campus Nexus
Key Terms Attrition
Link to Report Link  
Link to SOP Link
For each term in the Report Date range, this report gathers students in an active status as of the term start + 10 days. 
Of the active students found, indicate which have Withdrawn/Attrited within the term start + 10 days through the next term start date + 10 days.

 

Term Census Report
Produced By Institutional Analytics
Timeline By Term
Report Access All Employees
Data Source Campus Nexus
Key Terms Term, Melt, Add/Drop Period, Start, Census
Link to Report Link  
Link to SOP Link
Report of all actively enrolled students each term.

 

Term Outcomes
Produced By Institutional Analytics
Timeline By Term
Report Access All Employees
Data Source Campus Nexus
Key Terms Term, Melt, Add/Drop Period, Start
Link to Report Link  
Link to SOP Link
This report is used to monitor build-up and melt of students during the add/drop period of a term start. It shows the rate at which students cancel or change their start date prior to term start and the rate at which students cancel or change their start date during first ten days of term start. At the end of the ten day period, the report will reflect the total number of students in the term cohort and of those, how many actually started classes.

 

Texas Corporate Franchise Tax Report and Public Information Report
Produced By ORAC
Timeline  
Report Access  
Data Source  
Key Terms TX
Link to Report Link  
Link to SOP Link
Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Texas Education Agency (TEA) Annual ASEP reporting
Produced By ORAC
Timeline Annual
Report Access  
Data Source  
Key Terms TX, ASEP
Link to Report Link  
Link to SOP Link
Verification of enrollments, graduates and continued Ed. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement.

 

U

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Utah Secretary of State License Renewal ORAC     ORAC Utah Secretary, State License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

W

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Washington Secretary of State License Renewal ORAC     ORAC Washington Secretary, Washington Secretary State License Renewal, State License Renewal    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
Wyoming-Annual Corporation Report and Licenses Tax ORAC     ORAC Wyoming Annual Corporation Report, Licenses Tax    
Required business license pursuant to authority, physical prescence or tax nexus.  Components include:  Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds.

 

#

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
1098-T Reporting Finance Annual Finance Campus Nexus Tuition statement, IRS Form, Eligible Education Institutions, Reportable transactions    
Eligible educational institutions file Form 1098-T for each student they enroll and for whom a reportable transaction is made.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
1099-DIV Reporting Finance Annual Finance NAV Dividends, 1099-DIV, 1099    
Used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
1099-MISC Reporting Finance Annual Finance NAV IRS Form, Taxpayers, non-employee compensation    
IRS form taxpayers use to report non-employee compensation.  This is generally a business payment-not a personal payment.

 

Report Name Produced By Timeline Report Access Data Source Key Terms Link to Report Link to SOP
30-60-90-120 Day Conversion Institutional Analytics   Power BI app permission settings. Power BI 30-60-90-120, Conversion    
 

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