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Using the Student List & Creating Reports

How to manage your active and deactivated students on Cialfo

Written by MOHIT MMANGAL

Columns

Click on the Edit Columns icon to select the columns you'd like to add.

Filters


Click on the Filters icon to narrow down your student list by various student traits.

These filters could be Gender, Citizenship, Graduation year etc.


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

Download Report

Once you are satisfied with your set up, you can download it as a report by clicking 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:

  1. Set the criteria you want by selecting the desired columns and filters

  2. Click save view's dropdown on the top right corner

  3. Select "Create View"

4. Input the View Name and the view will be saved.

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

  • Degree Type (Undergraduate for college applications, K-12 for boarding school applications, etc.)

  • Application Year

  • Graduation or Class Year

  • Location

  • Counselor

  • Groups

  • Shortlisted Schools (schools the student is interested in)

  • Applying Schools (schools the student is definitely applying to)

  • Counselor

  • Current grade

  • AchieveWorks® Intelligences

  • AchieveWorks® Learning & Pro

  • AchieveWorks® Personality

Need More help?

Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.

If you're unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected].

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