The Student List displays student data according to the Filters and Columns you set.
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 student's colleges on the applying list, select the "Colleges - Applying" column. You can drag and drop the columns based on what you'd like to see first. Click "Update Order" to save your changes.
Filters
To view all students in the Class of 2022, head to the "Filter" tab next to the columns section and select the "Graduation Year" 2022. You can also select additional filters by clicking on "Add Filter".
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 the University of Toronto.
Task Progress and Last Sign In date for all students interested in UK universities.
Contact Details (mobile, email) for students in the Classes of 2021 and 2022.
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 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)
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
Learn how to assign counselors, groups, invite students, etc.
Manage Views
The counselors can toggle between different views on the Student's page and set the columns and filters according to their preferences for each view. There are 6 default views on the student list page such as Active, Deactivated, All students, Unconfirmed, Unassigned and the task list view. The "Task List" view displays tasks assigned to a student and if the task has been started or completed by a student.
To create a personalized view, click on "Manage views" > "Create New". Type in the name of the view that you would like to add and click on "Save". For instance, you have created a personalized view called "Applications", select the different types of application lists of students from the "Columns" tab and click on "Update Order". You can also use the "Add Filter" option to add the graduation year of the students.
If you have any further questions about this, feel free to reach out to Chat with Cialfo and someone will be in touch with you shortly.