Table of Contents

For Counselors: Student roster overview

Customer Support Updated by Customer Support

The student roster is flexible and can easily be tailored to your needs!

Middle school counselors, please note that your access and visibility into certain features might differ compared to high school counselors'.

Customizing the Student Roster

There are multiple ways to customize the student roster. You can add students, apply filters, add or remove columns, and adjust column order, size, and sorting. Save your preferences using Views for quick access later, and easily export all the customized information.

Student Roster view

Filters

Give our enhanced filtering a try! Open the filter menu, click Opt-In in the purple banner, and enjoy neatly organized filters in collapsible sections across your Student Roster, Parent Roster, and Colleges. Explore the structure and definitions below to see how each filter works.

Using Filters, narrow down student lists based on areas like Class Year, First Generation, Test Scores, Career Assessments, and much more. Use the search bar to find specific filters, and remember to click Apply Filters to view the updated results in the roster.

Open to see standard filter order and descriptions
Class Years - Select a specific year or range of years to filter your students

Counselor Assignment - Search by a specific counselor

Registration Status - Filter for students based on registration status, including those marked for deletion or disenrollment

Labels - Find students with specific labels. Selecting multiple labels shows students with any of those labels, or use the "Student must have all options" toggle to see students with all selected labels

Assignments - Filter for students with incomplete, overdue, or completed assignments

Engagement - View students based on college engagement (e.g., Suggested, Following, Applied, Applying, Queued). Select "yes" or "no" for each status to see specific engagement levels. Each count links directly to the student's My Colleges page.

*Students with Queued colleges are those who indicated they were applying to the college before their intended application cycle was open. When their intended app cycle is open, these students must update their selections to specify application method and round.

List Score – Filter by specific letter grades (A-F, including plus/minus) or unknown scores. Each score links to the student's My Colleges.

College - Once you enter a specific college, choose the status you'd like to see, whether Suggested / Following / Applying / Applied / Accepted / Enrolled. Both must be completed to show results

Applications - Filter students based on applications that require attention. You can also choose the application method used by the student (Common App, Coalition (Legacy), Coalition on Scoir, College Website, Other)

Assessment - Use these filters to sort students by the status of their Interest Assessment, their PrinciplesYou Character Assessment status, and their PrinciplesYou Archetype (which describes common patterns of thinking, behavior, and interaction)

GPA - Filter based on weighted and unweighted GPA ranges

Test Scores - First, choose the specific test score or subject score, then select the desired score range you'd like to filter by

Last Login - Choose specific dates to see students based on their most recent Scoir login

FERPA - Search for students based on their FERPA Release Waiver status and/or their FERPA Waiver status

First Generation

Ethnicity

Race

Legal Sex
Using the new filter experience? Open to explore the updated order and descriptions
Opting into enhanced filtering introduces a new, organized layout with filters grouped into collapsible sections. You'll also see a count of the filters you've applied. Some filters work a little differently—check out their descriptions below to learn more.

Class Years - Select a specific year or range of years to filter your students

Counselor Assignment - Select one or more counselors to view assigned students, or choose “Not specified” to see students without a counselor

Student Details

Use filters in this section to narrow down students by legal sex, race, ethnicity, and first-generation status

School Overview

◦ Labels - Find students with specific labels. Selecting multiple labels shows students with any of those labels, or use the "Student must have all options" toggle to see students with all selected labels

Academic Overview

◦ GPA - Filter students by weighted or unweighted GPA, including specific GPA ranges
◦ Test Scores - First select “Yes” on the test type, then choose the score or subject range to filter students. You can also filter on student that are missing test scores.

College List and Outcomes

◦ List Score - Filter by specific letter grades (A-F, including plus/minus) or unknown scores. Each score links to the student's My Colleges
◦ Applications - Filter students based on applications that require attention. You can also choose the application method used by the student (Common App, Coalition (Legacy), Coalition on Scoir, College Website, Other). Depending on your school’s settings, you may also see options for Pending Recommendation requests and Apps Pending Acknowledgement.
◦ Engagement - View students based on college engagement (e.g., Suggested, Following, Applied, Applying, Queued*). Select "yes" or "no" for each status to see specific engagement levels. Each count links directly to the student's My Colleges page
*Students with Queued colleges are those who indicated they were applying to the college before their intended
application cycle was open. When their intended app cycle is open, these students must update their selections
to specify application method and round.
◦ College - Selecting a college shows students with any related status (Suggested, Following, Applying, Queued, Applied, Accepted, or Enrolled). To refine by a specific status, simply select that status
◦ College Label - Select a label to view students who have colleges with this label on their college list

Assignments

Filter for students with incomplete, overdue, or completed assignments

Registration Details

◦ Registration Status - Filter for students based on registration status, including those marked for deletion or disenrollment
◦ Last Login - Choose specific dates to see students based on their most recent Scoir login

FERPA Status

Search for students based on their FERPA Release Waiver status and/or their FERPA Waiver status

Self Assessments

Use these filters to sort students by the status of their Interest Assessment, their PrinciplesYou Character Assessment status, and their PrinciplesYou Archetype (which describes common patterns of thinking, behavior, and interaction)

Custom Properties

This section displays the custom properties created by your school, allowing you to filter students based on them

Columns

Easily choose to add and remove columns. You can also drag and drop categories in the Column Order, so they appear in the order you want on the roster.

You can also remove columns directly from the roster by clicking the three-dot icon next to the column header and selecting Remove.

Pinning columns

Pin columns to keep them visible and locked, ensuring key information remains in view while you scroll horizontally:

column pinning on student roster
  1. Click the three vertical dots next to the column header you want to pin (the Name column is pinned by default)
  2. Choose either Pin left or Pin right
    1. Pin left: Moves the column to the far left and locks it in place. Additional columns pinned to the left will appear next to the first pinned column
    2. Pin right: Moves the column to the far right and locks it in place. Additional columns pinned to the right will appear next to the first pinned column

To unpin a column, click the three vertical dots and select Unpin. The column will return to its original position.

☝️To keep the columns pinned, save it as a new View or save changes to your current View (if applicable).

Views

Once you have your Filters and Columns set the way you like, you can save your View, add to an existing View, or set the View as your default.

When working with Views, keep in mind that:

  • You can set a View as default during creation or at a later time
  • Your preferences, including filters, active columns, order, column size, and sort settings, are stored within Views
  • Changes to existing Views can be saved and will apply to all users at your school
  • Views can be deleted

Export

Choose to export your current view or all columns in the roster. You can also select a group of students and export only their data.

Related resources: For Counselors: Exporting reports from student roster view

Managing Students from the Roster

From the Student Roster, you can take actions like adding students, emailing students, suggesting colleges, and more!

Adding a Student

Select Add Student in the top right corner of the roster.

From there, add the student information.

Previewing Student Records

Easily preview students from the roster by hovering over a student's name and selecting Preview.

From there, you can add notes, see the student, school, and academic overview, and take actions from the (...) action menu in the top right. If you have custom properties, you'll also see these listed here!

Taking Student Actions

When selecting individual students, or groups of students, you can take specific actions.

How did we do?

For Counselors: Add a new student

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