Debt Managenment EDvisor Tutorial Reports
Financial aid officers can be notified by email of all the students who have completed the Beginner and Advanced tutorials each day. FAOs can compile reports, for whatever date range they request, sorted by various fields, whenever they choose, without waiting for an email prompt.
Note: When signing up for EDvisor participation, the school can choose to receive or not receive daily email notification.
Report Fields
- Date tutorial completed
- Student Name
- SSN
- School ID #
- Beginner or Advanced Tutorial indicator
Access EDvisor Tutorial Reports
Steps to view, print or download tutorial information:
- After logging in, click on the EDvisor Reports link.
- Enter Campus Code if you have access to data for multiple campuses.
- Select View Report or Download and Sort by option. (Instructions for downloading are located at the bottom of the report selections page.)
- Select New or Archives and click Submit.
- By selecting New, all records that have not been processed will appear on the monitor.
- If you are looking to view past records, select Archives and enter in the date range or individual's information to retrieve processed EDvisor Tutorial record(s).
- EDvisor records are stored in Nellie Mae's database as new until financial aid officers log in to Nellie Mae's web site and view them.
- After viewing new counseling records, the report is auto-marked as processed to prevent repeat emails.
Email Notifications to Schools
Each weeknight, EDvisor sends email notification to the school's designated recipient if there are new student records. This message refers financial aid officers to Nellie Mae's web site to retrieve student information. Nellie Mae does not send personal information via email messages. Financial aid officers must log in to our secure web site to view or download this information.
- Next Page: Pre-qualification
- Previous Page: Customize EDvisor