Downloading reports

  • Updated

Advisors can download two different reports in a CSV format from the All Students section as well as any list they created or the list that was shared with them. To download a report you need to open the All Students view or any list in the left navigation bar and complete the following steps: 

  • Select the list of students you would like to download a report on by:
    • Selecting the checkbox next to the names of particular students
    • Selecting the checkbox next to the “Name” list header for a report on all students viewable on the page
    • Select the checkbox next to “Select Whole List” right above the Name column header for lists of more than 30 students.
  • Click the Action button in the top right corner and select the “Export Report” from the drop-down menu.
  • From there you can select which report you need:
    • Student Summary List - Provides a list of students with the count of colleges researched (whether or not the student has kept the college in their list or deleted it), award letters reviewed and  affordability results. 
      • There is one row per student in the report. 
      • This report also includes any student profile information available such as GPA, ACT/SAT scores, zip code, ethnicity, Pell eligibility, and the groups they are assigned to.
    • College Detail List - This report provides detailed information about each student’s college options, including a cost and award letter breakdown for each school by category and subcategory.
      • There is one row per college per student in the report.
      • Each cost category appears in a separate column.
      • Each award is broken down in a separate column and listed by name. 
      • It does not include student profile information other than first and last name.

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