Feature enhancements 2026

March

PowerBuddy for staff - talk to your reports

PowerBuddy for staff just got smarter. You can now interact directly with your reports, find what you need faster, and take action — all in one place.

• Find the right report

  • Ask PowerBuddy to help you locate a relevant report.

  • Search using natural language instead of navigating manually.

• Talk to your report (for downloaded reports only)

  • To start, download a report.

  • Ask questions to analyze trends, summarize data, or dig deeper.

  • Explore insights.

• Favorite reports

  • Click the Favorite icon within PowerBuddy to favorite a report.

  • Access your favorited reports anytime by going to Favorites list in Reports.

Enable PowerBuddy for Staff

1. Navigate to the gear and select Setup.

2. Choose User Administration or User Admin.

3. From Options, select Manage Roles and Rights.

4. Select manage for the corresponding user role.

5. Select Administer PowerBuddy Settings – District Level.

6. Navigate to Setup and select PowerBuddy.

7. Toggle PowerBuddy for Staff on for staff.

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 details, including student name, ID, grade, task status, counselor name, and school name (district only), and available actions.

• Advanced filters and export options

  • Easily sort and export data for reporting and analysis.

  • Filter by grade, status, and school.

• Bulk task actions

  • Perform actions like marking tasks complete, waiving, or reopening tasks for multiple students at once.

Personalized college profiles for staff

This March, staff users will gain direct access to Naviance’s modernized college profile in Succeed. Naviance’s modernized college profiles for staff include a sample of the Is this college right for you? card, which personalizes students' interests and academic profiles to each college and includes AI-generated summaries for digestible insights, RoadTrip Nation alumni videos, related colleges, and more.

This upcoming release will provide staff users:

• Direct access to Naviance’s modernized college profile, ensuring a college profile experience that is consistent with that of students

• Streamlined college profile tabs, including:

  • General college information, such as important policies and contacts

  • High school application history, overlaps, and an updated Scattergram experience

  • Admissions policies

Success Planner 2.0 reports

The upcoming Naviance Reports release will introduce new reporting capabilities for Success Planner 2.0.

The release will include the following reports:

• Success Planner 2.0 Program Completion Status

• Success Planner 2.0 Task Completion Status

February

Work-based learning Partner Portal phase 2

We’re excited to announce that Phase 2 of our new Work‑Based Learning Partner Portal is launching this month.  Phase 1 introduced key features that allowed Partners to connect with districts or schools and manage their own Contact and Organization information. Partners also gained the ability to create and share opportunities.  
With Phase 2, we are expanding the Portal to support student Engagement and Hours management. Partners will now be able to update student engagement statuses and approve or reject submitted student hours. These new capabilities will automatically appear in the Student Engagements tab of the Portal.

Additionally, student hours submitted for any Partner-created opportunity will now flow to the Partner first for review before moving on to district or school staff for final approval.

Work-based learning in PowerBuddy for Student

This month, we'll be releasing the ability for PowerBuddy to talk to students about Work-Based Learning (WBL). Students will be able to ask questions about WBL opportunities, receive suggestions for opportunities that fit their interests, and discuss opportunities they're participating in.

Work-based learning reports

The upcoming Naviance Reports release will introduce new reporting capabilities for Work-Based Learning.

The release will include the following reports:

• Work-Based Learning Contacts

• Work-Based Learning Organizations

• Work-Based Learning Opportunities

• Work-Based Learning Engagements

• Work-Based Learning Hours Summary

• Work-Based Learning Hours Submissions

January

Faster manual district imports

• Instant imports

  • Manual district imports will now process immediately—no more 24‑hour wait times.

• Comprehensive coverage:

  • All manual district‑level imports are supported (including curl), with performance depending on file size.