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Financial Aid Panel

Learn how to use the Financial Aid panel to monitor applications, approvals, budget, and aid applied to registrations. This article explains how to choose a fiscal year, drill into linked totals, and review pending applications.

Updated over a week ago

The Financial Aid panel gives you visibility into how financial aid is being used at your club. It helps you monitor approved aid, pending requests, and where families are in the application process, so you can manage your budget and follow up when needed.

What you’ll find in this article

  • What the Financial Aid panel shows

  • How to change the date range

  • How to use the key totals and links

  • How to review pending applications

What the Financial Aid panel shows

This panel highlights a few key metrics to help you understand financial aid activity and usage, including:

  • Players Applied: how many players have submitted a financial aid application in the selected date range

  • Granted: how many applications have been approved

  • Budget: your club’s financial aid budget for the selected period

  • Players Registered with Aid: how many players have completed registration using financial aid

  • Total Aid for Registered Players: how much aid has been applied to registrations so far

  • Players Granted Aid, But Not Yet Registered/Applied: approved aid that has not yet been used toward a registration

You may also see a Pending Applications section that lists families who are still waiting on financial aid approval.

1) Choose a date range

  1. Navigate to Dashboard in the left navigation menu.

  2. Locate the Financial Aid panel.

  3. Use the Date Range dropdown at the top of the panel to select the Fiscal Year you want to review.

  4. The metrics in the panel update based on the date range you select.

2) Drill into the details from the panel

Some values and names may appear as links. When they are clickable, you can select them to open the related view or report and see the specific players or applications included in that total.

This is useful when you need to:

  • Confirm which applications are included in Granted or Players Applied

  • Review which players are registered with aid

  • Validate how much aid has been applied to registrations

3) Review pending applications

In the Pending Applications section, select a name to open the application details and review status.

This is the best place to check:

  • Which applications still need review

Tips and best practices

  • Use the panel to regularly monitor Granted vs Budget so you can pace awards throughout the season.

  • Keep an eye on Players Granted Aid, But Not Yet Registered/Applied to identify families who may need help completing registration or applying aid.

  • If you are auditing aid usage, start with Players Registered with Aid and Total Aid for Registered Players to see what has actually been applied.

FAQs

What should I review first if I’m auditing financial aid usage?
Start with Players Registered with Aid and Total Aid for Registered Players to see what has actually been applied.

How do I see which applications are included in a total like Granted?
Select the clickable value or name (when shown as a link) to open the related view or report.

Where can I see who is still waiting on approval?
Check the Pending Applications section, and select a name to open application details and review status.

Why might approved aid not be reflected in registrations yet?
Players Granted Aid, But Not Yet Registered/Applied represents approved aid that has not yet been used toward a registration.

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