Posted Date: June 22, 2015

Author:  Pamela Eliadis, Service Director, System Operations & Aid Delivery Management, Federal Student Aid

Subject: School Portfolio Report Import Tool

We are pleased to announce the availability of the National Student Loan Data System (NSLDS) School Portfolio Report Import Tool. The School Portfolio Report Import Tool can be used to easily load data generated from the comma separated values (CSV) extract version of the School Portfolio Report (message class SCHPR1) into the Microsoft Excel spreadsheet application, and is designed to assist schools with reviewing and analyzing their School Portfolio Report extract files.

The School Portfolio Report provides school users with information about all William D. Ford Federal Direct Loan (Direct Loan) and/or Federal Family Education Loan (FFEL) program loans for the school code associated with the user’s ID. The report output includes both consolidation loans and their underlying loans. Additionally, the report contains other useful loan information such as loan amount, current outstanding principal balance, current outstanding interest balance, delinquency date, discharge and rehabilitation/repurchased and repayment plan information.

When the CSV extract version of the School Portfolio Report is loaded into the School Portfolio Report Import Tool, the file is converted into a spreadsheet with assigned column headings, creating a view of the data that is manageable and easy to review.

Note: As a reminder, schools can request the School Portfolio Report on an ad-hoc basis on the NSLDS Professional Access Web site. A School Portfolio Report that has been requested online may also be loaded into the School Portfolio Report Import Tool.

To download the School Portfolio Report Import Tool, go to the Default Prevention Resource Information page. The School Portfolio Report Import Tool can be found in the “Default Prevention Resources – Reducing Default Risk” box in the middle of the page. Instructions for using the tool are provided on the first tab of the workbook.

Contact Information

If you have questions about using the School Portfolio Report Import Tool or NSLDS, contact the NSLDS Customer Support Center at 800/999-8219. You can also contact Customer Support by e-mail at nslds@ed.gov.

   

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