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- Alternatively, if using the staff homepage tiles, select the Financial Aid tile and then View Customer Accounts<\/strong>.<\/li>\n
- Note that appropriate security access is required to view the Customer Accounts page. Most Financial Aid staff users should have this access; or they can request it with their Departmental Security Administrator (DSA).<\/ul>\n
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- Search for the student by entering their UID into the ID field.\n
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- Users may also search by entering the student’s National ID (SSN), and\/or Last Name\/First Name, if UID is unknown.<\/li>\n
- Note that on this particular search screen, the Business Unit field may populate as blank. Enter ‘BU001’ or use the lookup to select this value.<\/li>\n<\/ol>\n<\/li>\n
![\"View](\"\/sis-training\/files\/2026\/05\/View-Customer-Accounts-1-search-636x269.png\")
<\/a><\/p>\n- The Customer Accounts page will display. Click on the Academic Information<\/strong> link at the top of the page. <\/li>\n
![\"Example](\"\/sis-training\/files\/2026\/05\/View-Customer-Accounts-2-landing-page-636x313.png\")
<\/a><\/p>\n- The Academic Information window will display. Under the Career Term Data section, find the desired Term and click on the Enrollment<\/strong> link.\n
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- Remember it may be necessary to scroll through multiple rows to find the correct Term.<\/li>\n<\/ol>\n<\/li>\n
![\"Example](\"\/sis-training\/files\/2026\/05\/View-Customer-Accounts-3-Academic-Info-636x283.png\")
<\/a><\/p>\n- The Student Enrollment Summary window will open. It will list the classes that the student has enrolled in, defaulting to a view of the Details tab. Select the Dates<\/strong> tab to view enrollment activity.\n
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- Alternatively, click the expand arrow to expand all columns from both tabs in one view.<\/li>\n<\/ol>\n<\/li>\n
![\"Example](\"\/sis-training\/files\/2026\/05\/View-Customer-Accounts-4-Enrollment-Summary-636x246.png\")
<\/a><\/p>\n- Review enrollment add\/drop information as needed. Note that classes will display in order of their four-digit Class Number.\n
TIP!<\/strong> Don’t forget there may be multiple rows! Click ‘View All’ to see all the classes the student enrolled in and dropped in that term. In the below example of a Dates tab, all rows for the selected term are shown.<\/p>\n
- Review enrollment add\/drop information as needed. Note that classes will display in order of their four-digit Class Number.\n
- The Student Enrollment Summary window will open. It will list the classes that the student has enrolled in, defaulting to a view of the Details tab. Select the Dates<\/strong> tab to view enrollment activity.\n
- The Customer Accounts page will display. Click on the Academic Information<\/strong> link at the top of the page. <\/li>\n
- Note that appropriate security access is required to view the Customer Accounts page. Most Financial Aid staff users should have this access; or they can request it with their Departmental Security Administrator (DSA).<\/ul>\n
![\"View](\"\/sis-training\/files\/2026\/05\/View-Customer-Accounts-1-search.png\")
<\/a><\/p>\n