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!

Customizing the Student Roster

There are multiple ways to customize the student roster. You can 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.


Using Filters, narrow down student lists based on areas like Class Year, First Generation, Test Scores, Career Assessments, and much more.


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.


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


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.

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.

  • Email Students
  • Invite Students to Scoir
  • Suggest Colleges
  • Assign Counselors
  • Manage Labels
  • Upload to the Drive
  • Add a Link to the Drive

How did we do?

For Counselors: Importing Custom Properties