For Counselors: Final Reports and Transcripts

Client Success Team Updated by Client Success Team

(Step-by-step instructional video can be found at the bottom of this page)

This article covers configuring Final Reports and uploading and sending Final Transcripts, and includes the following sections:

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. Navigate to your Welcome dropdown menu and select School Account & Settings.
  1. Make sure that Enable School Reports is toggled ON. If it is not, toggle it on.
  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.
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.
    1. Expand their Colleges & Applications section, and click on Manage Documents.
    2. Scroll to Reports and navigate to Final Report. Click Create.
  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.
    1. Verify your information and click Save.

Sending a Final Report for an Individual Student

  1. Under the student's Colleges & Applications section, click Send Documents.
    1. Scroll through and click Send to send the final report for any college for which a final report populates.

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 like the Final Report.

  1. Click on the number next to Complete Packets Ready to Send.
    1. Click Select All and Send Connected to send any and all uploaded documents, including the final reports, electronically. Alternatively, you can click Send next to each college to send for one college at a time.
  2. You may then click Download and mail or email any final reports for colleges that are not-yet-connected with Scoir.


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.

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. Under the student's Colleges & Applications tab, click Send Documents.
    1. Scroll through and click Send to send the final transcript to any applicable college.

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 like the Final Transcript.

  1. Click on the number next to Complete Packets Ready to Send.
    1. Click Select All and Send Connected to send any and all uploaded documents, including the final transcripts, electronically. Alternatively, you can click Send next to each college to send for one college at a time.
  2. You may then click Download and mail or email any final transcripts for colleges that are not-yet-connected with Scoir.


How-To Video

Final Reports and Transcripts from Scoir on Vimeo

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