Columns
Click on the Columns icon to select the columns you'd like to add, and click on the Filters icon to narrow down your student list by various student traits.
For instance, to display the status and results of students' applications, select the "Colleges - Shortlist" column. You can drag and drop then columns based on what you'd like to see first. Click "Update Order" to save your changes.
Popular Columns
Tasks (progress summary at the task list level)
Applications (application status and results)
Last Signed In (to monitor student engagement)
SAT and ACT scores
Filters
To view all students in the Class of 2021, head to Add Filter > Graduation Year > 2021.
Download Report
Once you are satisfied with your set up, you can download it as a report by clicked the "Report" button. Clicking this will send an excel file of the view to your email.
Why It Matters
Users love that our filters and columns can enable them to laser focus on students that meet different criteria, and see only the information they're interested in.
For example:
Application Results for all students who applied to Carnegie Mellon
Task Progress and Last Sign In date for all students interested in UK universities
Contact Details (mobile, email) for students in the Classes of 2020 and 2021
You can also create different Views to organize your students based on the criteria YOU want. To create a View, follow these easy steps:
Set the criteria you want by selecting the desired columns and filters
Click Create on the top right corner
Input the View Name
Click Save!
What's Available
The list of filters and modules available is growing all the time. Currently, you can manipulate the Student List according to these parameters.
Popular Filters
Application Degree Type (Undergraduate for college applications, K-12 for boarding school applications, etc.)
Application Region (country or province being applied to)
Application Type (admissions round - from EA to RD)
Application Year
Graduation or Class Year
Location
Mentor (counselor name)
Groups
Shortlisted Schools (schools the student is interested in)
Applying Schools (schools the student is definitely applying to)
Looking to build custom reports? Check out this article to learn how!