How to Access and Use Insights and Quick Reports in Cialfo:
Our Reports has been renamed "Insights" and "Quick" reports
Insights reports and Quick reports in Cialfo provide valuable data on students, applications, and universities, which can help educators and administrators make informed decisions. This guide will walk you through how to access these insights and reports, as well as how to use filters to find specific data.
On your left hand side menu bar click on "More" and you will be able to view both "Insights" and "Quick Reports".
Welcome to Insights Reports
This page will guide you through the available reports and how to use them. If you're already familiar with reporting, feel free to dive right in. Otherwise, read on for a quick overview.
Available Reports
Our data is organized into 10 key reports, you can also narrow down data using filters like "Graduation Year" or "Application Year" at the top of each report section. Combine multiple filters for specific results, and reset them anytime to view the full dataset.
Applications: Track application statuses and where students are applying and attending, including historical data.
cDocs Documents: Monitor the status of cDocs documents linked to your applications.
College Visit Attendees: Review participation in college visits hosted by your school.
Common App Sending: See which Common Applications have been submitted or are still pending.
Matriculations: Discover where students are attending, both in the current and past application cycles.
School Profiles & Board Reports: Access data for building board reports and tracking where students are attending.
Student Transcript Requests: Check the status of transcript requests, including outstanding requests and due dates by counselor.
Students: Get a detailed breakdown of students by citizenship, ethnicity, gender, outcomes, grades, and test scores.
Universities - Accepted Student Profiles: View accepted student profiles by university and graduation year to help advise students.
University Representatives: Easily access data on university representatives visiting your high school.
Quick Reports
Reports (Classic) has been renamed to Quick Reports.
You can customize the student range by graduation year, then run the report and download the Excel file directly.
The list of reports is as below:
Class Profiles
Student Data
Applications by College
Shortlist by College
Longlist by College
College Matriculation
Application Likelihood
Score Profiles
Summary Data
Teacher Recommendation Students by Teacher
Teacher Recommendations Summary count
Test Ranges
Student Outcomes
Outcomes
Cialfo Usage Report
Note: For accurate results, we recommend generating all Quick Reports in 3–5 year intervals only. If a larger date range is selected, the report may get stuck during generation and can take up to 24 hours to reset automatically.
If you need data for larger intervals, you can use Insights Reports instead.
Update (Feb 2026): Cialfo Usage Report Access for Counselors
Previously, the Cialfo Usage Report under Quick Reports was only accessible to admin-level users and not visible to school counselors.
With the latest update, school counselors can now access and view Quick Reports, including the Cialfo Usage Report, directly from their standard counselor account — no admin access required.
Still can't see the report? Here's what to check:
Confirm with your school admin that your account role is set to "Counselor"
Ensure your role is not a restricted custom role, as this may limit report access
If you've verified the above and still cannot access the report, please reach out to Cialfo Support via Chat with Cialfo for further assistance.
Using Cialfo's insights and quick reports effectively can help you get a clear picture of your students' profiles and application processes. By utilizing the filtering options, you can customize the data to suit your needs, making it easier to track and analyze specific student groups.
💡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]