Feature enhancements 2025
September
Reports
The next release of Naviance Reports will introduce Insights Premium charts and detailed data views, along with updated reporting for Success Planner 2.0.
Key features include:
Insights Premium analysis
Charts and in-depth views highlighting high school and alumni outcomes categorized by Naviance usage, student academics, test scores, college applications, and demographics.
Legacy Insights sunset
With the launch of the new Insights summary, analysis reports, and visualizations in Naviance reports, legacy Insights will be officially sunset.
Updated Success Planner 2.0 reports
Updates to include reporting for both built-in and custom tasks, offering greater flexibility and insight into student progress.
Coming soon: Success Planner 2.0 – Enhanced task management
The next release of Success Planner 2.0 introduces powerful new features to streamline student task tracking and improve efficiency with bulk actions. Key enhancements include:
Assigned student page: A dedicated view for managing assigned tasks
Task progress overview: Visual progress bar displaying counts for tasks that are completed, in progress, not started, overdue, or waived.
Student task list: Comprehensive list showing student name, ID, grade, task status, and available actions.
Advanced filters and export options: Easily sort and export data for reporting and analysis.
Bulk task actions: Perform actions like marking tasks complete, waiving, or reopening tasks for multiple students at once.
August
Success planner 2.0 programs
The upcoming release will introduce the ability to create and customize programs, along with enhanced functionality for managing tasks—including detailed tracking of task creation and modifications.
Key features
Custom program creation: Build and tailor programs to your needs, including the ability to add and organize tasks.
Program library: Browse, sort, and search through a centralized library of available programs.
Task audit trail: Maintain a detailed record of all task-related actions for transparency and accountability.
Change history: Track all updates to tasks with full details, including who made the change and when, including the name, date, and time.
Personalized Career Exploration
This experience will include our redesigned career, pathway, cluster, and non-degree program profiles. These profiles will give students a modern, easy-to-use interface with personalized insights on how each profile aligns with their background and preferences. Students will also be able to engage with RoadTrip Nation videos and AI-generated summaries for quick access to critical information.
Key features
Modern interface: A sleek, user-friendly design.
Personalized insights: Tailored information based on student preferences and background.
Engaging videos: RoadTrip Nation content for deeper engagement.
AI-generated summaries: Digestible insights at your fingertips.
Consistency: Students and staff will now see similar profiles when exploring career related content in Naviance.
How to access
Staff: Automatically gain access to the new profiles in Succeed
Students: Automatically gain access to the new profiles in Naviance Student
Personalized college profiles
Personalized college profiles will be available for all students, by default.
Naviance’s college profiles will be integrated with Peterson’s Data, providing a best-in-class college exploration experience to Naviance students. Peterson's works directly with colleges and universities based in the U.S. and abroad as well as incorporates undergraduate data from The Common Dataset (CDS) to deliver robust, up to date, verified data. Through Naviance’s integration with Peterson’s, college profiles will be updated four times per year, ensuring only the latest and most robust college data is available to students as they discover their best-fit colleges.
Learn more about Peterson's Data: https://petersonsdata.com/
Need to prepare in eDocs bulk manager
We are pleased to announce an upcoming enhancement to eDocs Bulk Manager, the Need to Prepare feature. This new capability introduces a more structured and proactive approach to managing document readiness within the bulk processing workflow. It enables users to easily identify and act on documents that require preparation before they are eligible for bulk actions.
Key highlights
Provides visibility into documents pending preparation
Supports efficient triaging and resolution of readiness issues
Seamlessly integrates into existing eDocs bulk management workflow
This enhancement is designed to improve operational efficiency and reduce delays during critical processing periods.
July
New Work-based learning student functionality
This release will build on the features we’ve been rolling out over the past few months by introducing student-facing functionality that empowers them to explore opportunities and receive personalized recommendations. Both staff and students will be able to track a student’s engagement and participation hours for each opportunity. This release will also include enhancements to the existing functionality of the new work-based learning feature, including the ability to duplicate opportunities, merge organizations or contacts, and delete instead of just inactivating. No new permissions are required. The existing staff work-based learning permissions and student optional feature will continue to work with new work-based learning.
For clients using the old work-based learning system, with this release we will be migrating all your opportunities, organizations and contacts from old work-based learning to the new system. New work-based learning will become the default system moving forwards.
Monitor release notes and in-product announcements for additional enhancements, including the upcoming launch of our Partner Portal. If you have ideas or suggestions for new work-based learning features, add them to the PowerSchool Community.
Learn more about the new Work-based learning feature.
OneRoster staff and student data integration
This new capability enables a secure, standardized, and streamlined method of importing your staff and student data into Naviance using the widely adopted OneRoster specification.
Supports SFTP uploads — no change required for clients already using SFTP.
Compatible with industry-standard SIS platforms.
Includes smart role mapping and metadata support for advanced flexibility.
Reports
We’re excited to unveil a streamlined reporting solution that combines the capabilities of all legacy reports—Reports 1.0, 2.0, and Insights—into one powerful tool. This enhanced platform retains all previous data and charting features while introducing new functionalities and access to expanded data sets, making it easier than ever to gain meaningful insights.
Key features
Visual insights: Use the Charts filter or find the chart icon next to the report names to locate reports featuring KPI’s and visualizations consistent with those previously available in Reports 2.0 and Insights. Seamlessly toggle between graphical representations and detailed data views.
Export chart options: Individual charts can be exported as PDFs, or their underlying data can be exported to Excel. Additionally, the entire charts page for each report—including all KPIs and visualizations—can be exported as a single PDF document.
Maximize charts: Each chart can be expanded to full screen, allowing you to view the complete data set on a dedicated page.
Retirement of legacy reports
Reports 1.0 and 2.0 will be officially sunset on . We encourage all users to use the new unified Reports platform to take advantage of enhanced features and ensure continued access to reporting capabilities.