Student Financials and Student Financial Aid

Getting Started

Take the first steps to become proficient with basic navigation with these learning resources: self-study and instructor-led courses, Wiki documentation, videos, and office hours. See Basic Navigation for details and links to enroll.

Dashboard Deep Dive

In this section, each of the Student Financials and Student Financial Aid dashboards are shown with sample questions that can be answered using the various reports contained in the dashboard. There are links to the Wiki documentation where you can learn about the prompts and reports, how to interpret the data in the report, and special considerations. Where available, you’ll also find links to job aids and recorded webinars.

Student Fees & Payments

Student Financial Aid

Student Fees & Payments

The Student Fees & Payments dashboard reports are available to all Cal Answers users, and contain information about the fees students have been charged, as well as the sources and types of payments students have used to cover their costs. You can use this dashboard to see summarized financial transactions for different categories of students; for instance, you can view the total amount charged to undergraduates who entered as freshmen and have out of state residency.

Report Questions That Can Be Answered
Student Fees & Payments
  • What are the various types of fees being assessed to students? (e.g., non-resident supplemental tuition, health insurance, housing and dining)
Student Fees & Payments - CARS
  • In the years prior to implementation of the current Student Information System, what was the average fee assessment per student for different types of fees?

Student Financial Aid

The Student Financial Aid dashboard reports are available to Cal Answers users, and contain data about the sources, types, and amounts of student support awarded to UC Berkeley students.

Report Questions That Can Be Answered
Financial Aid Awards by Source
  • How many students received financial aid awards from a particular source, and for what total amount?
  • How does this vary by education level and undergrad/graduate status?
Financial Aid Awards by Category
  • What is the award paid amount, count of awarded students, and average award paid, by award category (e.g., scholarship/fellowship, grant, loan, etc.)?
Financial Aid Award Details
  • What is the award paid amount, count of awarded students, and average award paid, by award source, award category, and award type?
Financial Aid Profile by Income
  • What is the average aid, by aid type, of students in different family income ranges?
Legacy Financial Aid
  • In the years prior to implementation of the current Student Information System, what types and amounts of financial aid were awarded to students?