Table of Contents

For Counselors: Final Reports and Transcripts

Click here for a list of Colleges Accepting Final Transcripts or Final Reports (2022-2023)

Configuring your Settings

Before configuring your final reports and transcripts, you will want to ensure that your settings reflect the correct information regarding these documents.

  1. From your Scoir account, go to More > School Settings
  2. Scroll to the Documents section and toggle on Enable School Reports
Enabling School reports in school settings

  1. Make your selections for Final Reports and Transcripts. You may select for which application statuses you'd like to send Final Reports and Transcripts

You may choose to send Final Reports for colleges where a student is Enrolling (only) or where their outcome is Enrolling, Deferred, or Waitlisted. For Final Transcripts, you may choose to send them for colleges where a student is Enrolling (only) or where their outcome is Enrolling, Deferred, or Waitlisted.

Note: This does not mean that the final reports and transcripts will automatically be sent to colleges with the application statuses that you indicate. Rather, it will signal to Scoir to pull in completed final reports and transcripts to be sent by you to these colleges.
Settings for final reports and transcripts
Because the settings for Final Reports and Transcripts are based off of application outcomes, these colleges must be in the Applied column of your students' My Colleges list for you to send these documents. You as a counselor, or your student, are able to move these colleges to the Applied column.

Final Reports

Creating a Final Report for an Individual Student

  1. Search for a student using the search bar on the top right and go to their profile
  2. Expand their Colleges & Applications section on the left-side menu, and click on Manage Documents
  3. Scroll to the "Other Documents" section, click Create next to Final Report, and fill out the information accordingly
If the report template hasn't been updated since the latest rollover, you must update it before generating a report. Please contact your Account Administrator if you do not have permission to update the template.
Create final report from student profile
  1. Make any necessary changes to the student evaluation, based on the information you've indicated you'd like to include from the Secondary School Report. Click Save and Continue
  2. Click on Preview to review your Final Report and ensure all details are accurate. If you find any outdated information, simply update your template. Your in-progress Final Report will reflect these changes and be saved as a draft, allowing you to continue from where you left off
  3. Verify your information and click Save to complete & sign your Final Report

Sending a Final Report for an Individual Student

  1. Under the Colleges & Applications section in a student profile, click Send Documents
  2. Scroll down to find the final report for each college, and click Send to submit it
Sending final report for a student

The final report will automatically populate in the Send field for any colleges that a) lists a final report as a Required or As Available document and that b) the student has applied to with an outcome of Enrolling (only) or Enrolling, Deferred, or Waitlisted, as per your settings.

Sending Final Reports in Bulk

You can also navigate to your Dashboard and click on Complete Packets Ready to Send, where you can bulk send documents that are available but have not been sent, like the Final Report.

  1. Go to your Dashboard
  2. Under the Document Status section, click on the number next to Complete Packets Ready to Send
  3. At the top, click the checkbox next to Select All, then click the Actions and select Send Connected to electronically send all uploaded documents, including midyear reports. Alternatively, click Send next to each college to send documents for one college at a time
Sending all docs
  1. You may then click Download and mail or email any final reports for colleges that are not-yet-connected with Scoir.
Downloading sent documents


Final Transcripts

Uploading Final Transcripts

The first step in sending Final Transcripts is to upload them. To upload transcripts in bulk, follow the steps outlined in this document, choosing Final Transcript as your Transcript type.

To individually upload a final transcript, you can navigate to an individual student's profile, head to their Manage Documents section, and select Upload next to Final Transcript.

Upload final transcript from student profile

Note: As with all other application-related documents, students will not be able to view these transcripts.

Sending Final Transcripts for an Individual Student

After this uploading process, your students' transcripts will be added to their documents to be sent to colleges.

  1. From a student profile, expand the Colleges & Applications section on the left-side menu and select Send Documents
  2. Scroll down to find the final transcript for each college, and click Send to submit it
Send final transcript

The final transcript will populate for any college that a) lists the final transcript as a Required or As Available document and b) the student has applied to with an outcome of Enrolling (only) or Enrolling, Deferred or Waitlisted, as per your settings.

Sending Final Transcripts in Bulk

You can also navigate to your Dashboard and click on Complete Packets Ready to Send, where you can bulk send documents that are available and have not been sent, like the Final Transcript.

  1. Go to your Dashboard
  2. Under the Document Status section, click on the number next to Complete Packets Ready to Send
  3. At the top, click the checkbox next to Select All, then click the Actions and select Send Connected to electronically send all uploaded documents, including final transcripts. Alternatively, click Send next to each college to send documents for one college at a time.
  4. You may then click Download and mail or email any final transcripts for colleges that are not-yet-connected with Scoir.
Downloading documents
If you are bulk-sending Final Transcripts after rollover, you'll need to use the filter on the left-hand side and put in the class year.

Where do I see my student's transcripts?

To view student transcripts, they must first be uploaded into Scoir by using the Bulk Transcript upload tool in Data Management or by adding them individually for each student.

To see the transcript on a student's profile:

  1. Navigate to the student's profile by searching for the student's name using the search bar
  2. From the student profile, expand the Colleges & Applications section on the left-side menu and select Manage Documents
  3. In Manage Documents, you'll find an overview of the student's transcripts. Here, you can view a transcript by clicking on its type, upload a transcript file by selecting Upload, or remove an uploaded file. This section is not accessible to students through their profile.
Transcript list on student profile


How-To Video

Final Reports and Transcripts from Scoir on Vimeo

How did we do?

For Counselors: Midyear Reports and Transcripts

For Counselors: Grade Reports (Individual)

Contact