USA Funds Loan Counselor How-To: Running Counseling Reports
With exit counseling activities still in full swing, USA Funds® reminds you that USA Funds Loan Counselor® offers the ability to run reports identifying borrowers who have begun but not yet completed counseling.
USA Funds Loan Counselor is a suite of custom counseling products that help schools fulfill federal requirements for loan counseling and simplify entrance and exit counseling with one online program.
To run a counseling report identifying in-progress or completed sessions in USA Funds Loan Counselor, follow these steps:
- Click “Generate Reports” to open.
- Choose “Counseling Status” — Completed or In-progress.
- Select pre-defined date range from the “Counseling Date” dropdown or enter your own date range.
- Choose “Print Status” or “Export Status” options.
Note: These options are relevant only for counseling that has been completed.
- Select the campuses to be reported.
- Select the counseling types to be reported.
- Enter a name for the report in the “Query Name” field to save the query criteria.
- Click “Search” to display results.
For more information about USA Funds Loan Counselor or for assistance, contact your USA Funds Services representative.
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