How Can I Determine Which Families are Missing Documents?

The Missing Documents report is a spreadsheet of all families applying for financial aid, showing their Application ID, Family Name, Status, Score, Missing Documentation, a Description from the Review Team of the missing documentation, Email Address, and Phone Number of the families.

Article Number: 115113

Products:

Smart_Aid

Click the Reports tab in the Smart Aid dashboard.
Using the filter drop-list for "Status," check-off the On Hold applications.
Select Missing Documents Report from the green "Generate Report" drop-down menu.
Wait for your new report to have the "Report Ready" status.
Click on the Excel icon in the Formats column to open the Report.

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