Run reports on fee waivers

userEducator Xello productXello 6-12 Time2 minutes

Students can request educators send a fee waiver form on their behalf to their institutions of choice. They complete the form, upload it to the College Applications page in Xello, and then send the request.

Meanwhile, as an educator, you can run a report to track the number of fee waiver requests, when they were submitted, their current status, and any delivery details.

FYIFYI: To learn how to group students based on report results, sort the lists in reports, filter the data, and more, check out Tips and Tricks with Reports.

To run a report on fee waivers:

  1. From your educator account, click Reports and select College applications.
    Left menu with Reports open, College Planning selected
    Click to enlarge
    Left menu with Reports open, College Planning selected
  2. In the tile called Fee Waivers, click View report.
    On the College Applications reports page, the cursor is clicking the Fee Waivers card.
    Click to enlarge
    On the College Applications reports page, the cursor is clicking the Fee Waivers card.
  3. The Fee Waivers report will open. Information in this report includes: 
    • The student name. Clicking their name opens their student profile to the College Planning tab.
    • The institution the fee waiver is for and its form type (Enrollment fee waiver, or Application fee waiver).
    • When it was requested and sent.
    • The status (Sent, Delivered, Downloaded, or Expired).
    • The delivery details.
  4. To narrow the list, click Filters. You can narrow the list by group, status, institution, type of fee waiver, and more. You can then add all of the students in the narrowed list to a group or send them all a message.
    On the Fee Waivers report page, the cursor is clicking Filters to narrow the list.
    Click to enlarge
    On the Fee Waivers report page, the cursor is clicking Filters to narrow the list.
  5. To export the report, click Data options and choose between Excel or CSV. You can also use Data options to add or remove table columns.

up arrowBack to top

Additional resources

  • pdfPDF
    PDFShare the fee waiver form in Xello

    Your students can fill out and upload their fee waiver form to Xello for you to send to their chosen schools. Use this guide for the most efficient way to share the form with your students.

Related topics