For Counselors: Sorting Students using Filters

Client Success Team Updated by Client Success Team

The results listed under the Students tab, specifically the Roster, will always default to current students which are freshman, sophomore, juniors and seniors. For segmentation purposes we have added a filter to the page. You can filter through any student class years currently in Scoir. Click on the blue arrow to open the filter screen.

  • Class Year - Pick a specific one or a range
  • Counselor Assignment - Search by a specific counselor
  • Group - Search for previously created groups of students 
  • Engagement & Apps - Select only those filters you want to sort by checking the yes or no.
  • Career Profile - Filter YouScience progress by: Completed / In Progress / Not Started
  • Colleges - Once you enter a specific college, choose a specific list you'd like to see, whether Following / Applying / Applied / Accepted / Enrolled. Both must be completed for results. 
  • GPA
  • Test Scores - Select the test option first, then select the test range.
  • Registration Status - Filter for those who have registered or have not registered 
  •  Last Login - Select appropriate dates.

Once you are happy with your setup, click Apply.


Filters can be saved for later use by clicking the Saved button. Once the filter is applied, re-open the filter tab by clicking on the blue crescent and at the top left side of your screen, click Saved. They will be stored as needed.

 

Saved filters are not shared among all counselors in the school, but are saved to the account of the counselor who created them.

counselor, students, roster

How did we do?

For Counselors: Student Registration Process

For Counselors: Edit Student Profiles

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