Overview
Goals
Dashboard reports

Overview

Student Financials reporting - an Operational Excellence project - incorporates and integrates student financial data into Cal Answers to facilitate the best decisions possible regarding access to affordable education and financial planning.  

Decisions involving student financials can help us reduce the debt that students face, improve our recruitment of the best and most diverse candidates and help define our role as a public institution. Funding for students is the second biggest revenue source on campus in total - with the proper data and tools we can use of our resources more effectively, seize new opportunities, reduce risks, and further the university’s mission of teaching, research and public service.

Providing insight to critical campus business goals

  • Access: Who are we serving with our aid programs? How can we preserve and improve access for qualified students from a broad socioeconomic range?
  • Affordability: Is a UC Berkeley education a good value? Are qualified students at all levels of financial need able and willing to pay the net cost of attendance?
  • Academic Excellence: How can UC Berkeley optimize the allocation of its financial aid budget to attract and retain a high-quality and diverse student body?
  • Financial Sustainability: To what extent will changes in outside aid levels and trends in the financial profiles of admitted students impact UC Berkeley’s financial model?

Dashboard reports

Student Affordability

Degree Earners by Debt at Graduation
Distribution of degree earners by federal debt at graduation.

Debt at Graduation
Trend analysis of average debt balance at graduation for degree earners by year.

% with Debt at Graduation
Trend analysis of % of degree earners with debt at graduation.

Debt at Graduation by Income
Analysis of average debt balance and % of degree earners with debt at graduation by family income, degree level, and entry status.

Degree Earners by Debt at Graduation
Profile of degree earners by federal debt at graduation, including average income, and % of degree earners who were Pell recipients in any semester.

Degree Earners by Dependency Status and Income
Profile of degree earners by dependency status and income, including average borrower debt, per capita degree earner debt, and % of degree earners who were Pell recipients in any semester.

Student Financial Aid

Financial Aid Awards by Source
Award amounts paid to students by the source of the funds: Federal government, State of CA, UC, and outside entities. For each source selected in the graph, the metrics are broken down by award type in the detail table. The report can be filtered by aid year, semester, grad/undergrad, education level, entry status, residency status, and dependency status.

Financial Aid Awards by Type
Award amounts paid to students by the type of award: grants, fellowships, loans, work study, waiver. For each award type category selected in the graph, the metrics are broken down by source and award type in the detail table. The report can be filtered by aid year, semester, grad/undergrad, education level, entry status, residency status, and dependency status.

Financial Aid Award Details
Comparative distribution of awards paid by source and type across aid years. The report can be filtered by aid year, semester, grad/undergrad, education level, entry status, residency status, and dependency status.

Financial Aid Profile by Income
Award amounts paid to students in defined family income ranges, by source and type. The report can be filtered by aid year, semester, grad/undergrad, education level, entry status, residency status, and dependency status.

Financial Aid Summary by Major
Student award metrics by major across aid years. The report can be filtered by aid year, semester, grad/undergrad, education level, entry status, residency status, and dependency status. Additional filters include College (required filter), Division, and Department.

Financial Aid Detail for a Major
Award amounts paid to students by the type of award: grants, fellowships, loans, work study, waiver and the source of the funds: Federal government, State of CA, UC, and outside entities.. The report can be filtered by aid year, semester, grad/undergrad, education level, entry status, residency status, and dependency status. This report requires a filter on Major, which can be selected on this tab, or clicked within the Summary by Major tab.