Release notes 2025

June

Product area

Date

Type

Summary

Description

Success Planner 2.0

June 3, 2025

Enhancement

Success Planner 2.0 phase 2

Phase 2 of Success Planner 2.0 is now live, bringing powerful new features to enhance student planning and task management. Key features include:

Expanded task library: Includes built-in tasks tailored by pathway and grade level, and the ability to create custom tasks
Flexible completion triggers: Add one or multiple triggers per task, with support for and/or logic and trigger groups.
Automated task assignment: Tasks are automatically assigned based on a selected pathway, grade, or student group.
Enhanced student homepage view: Students can now review their next task, due dates, overall progress, and a direct link to all assigned tasks.
New My Tasks page: Students can view pending and completed tasks, with filters for priority and task type.
Guided task completion: Each task includes step-by-step instructions and a recent activity log.

May

Product area

Date

Type

Summary

Description

Analytics

May 22, 2025

Enhancement

Custom report sharing

Schools and districts can now share custom reports in Reports 3.0, offering greater collaboration and flexibility. Key features include:

School-level sharing: Users can share reports with others in their school.
District-level sharing: District users can share reports with other district users and school-level users.
- Customizable access: Shared reports can be reviewed and copied, allowing users to tailor them to their needs.

Analytics

May 22, 2025

Enhancement

Performance improvements for college 3.0 reports

We have released changes to improve load times for college reports in Reports 3.0. Data will also now be refreshed every 3 hours for the following reports:

Applied to College Summary
Accepted to College Summary
College Applications Summary
Student Application Summary
College Applications Student Detail
Class Profiles
Score Profiles
eDocs Completion Summary
Student with No Applications Materials Requests
College Matriculation
Applications by Student

April

Product area	Date	Type	Summary	Description
Staff Dashboard	April 30, 2025	Enhancement	Reminder Action added to Task Widget	A reminder action has been introduced to the Task widgets within the Staff Dashboard to enhance communication efficiency: Task Widget: Staff can send reminder emails to students with in-progress or not-started tasks. A confirmation message is displayed upon successful email delivery. This update streamlines outreach workflows, reducing the need to navigate away from the dashboard.
Staff Dashboard	April 30, 2025	Enhancement	Introduction of Activity Feed in Staff Dashboard	A new Activity Feed has been added to the Staff Dashboard to provide staff with a real-time view of student activities across key workflows. Activity Categories Included: Tasks: Displays when a student completes or updates a task. Surveys: Captures submissions across all survey types, including self-discovery assessments, career/college readiness surveys, and custom surveys. Assessments: Highlights completion of self-assessments such as Strengths Explorer, Career Interest Profiler, and other guided assessments. College Submissions: Surfaces key milestones such as college application submissions, transcript requests, and teacher recommendation requests.
Staff Dashboard	April 30, 2025	Enhancement	Introduction to "What's Coming Up" Widget	The What's Coming Up widget on the Staff Dashboard has been enhanced to provide better visibility into upcoming deadlines for staffs. The widget now displays due date-driven data for upcoming 15 days by default, helping staff prioritize and plan their work effectively. Tasks and college application deadlines are pulled dynamically based on due dates. A See More option is available, allowing users to view additional upcoming activities.
Staff Dashboard	April 30, 2025	Enhancement	Email Action Added to Student Path Widget	An email action has been introduced to the Student Path widget within the Staff Dashboard to enhance communication efficiency: Student Path Widget: Staff can now initiate an email directly to selected students displayed in the widget. Staff can customize recipients, subject, and email body before sending. A confirmation message is displayed upon successful email delivery.
PowerBuddy	April 29, 2025	Issue	PowerBuddy chat log GPA filter removed	To fix a bug experienced by some districts, we have removed the GPA filter from the PowerBuddy Chat Log filter panel at both the district and school levels. This will allow staff to assess all students, no matter what their GPA, when filtering chat logs. No staff action is needed.
eDocs	April 29, 2025	Enhancement	eDocs Bulk Manager	The eDocs Bulk Manager is designed to streamline the process of submitting college application materials. This college application tool offers a centralized dashboard for viewing all submission-ready eDocs materials, enabling users to send documents in bulk and track submissions efficiently.
Analytics	April 24, 2025	Issue	Fix for plan of study filter	Fixed an issue that was preventing all plans of study from appearing in the Plan of Study filter when running the Student Course Plan Detail or Course Plan Summary report in Reports 3.0.
Analytics	April 24, 2025	Enhancement	Updated format for task report	We have updated the 3.0 Current Task Completion Status report format so that each student is contained in one row, with each task having its own column. This change mirrors the format in Reports 1.0 and makes it easier to monitor student task completion.
Analytics	April 24, 2025	Enhancement	New student group columns	Student groups columns can now be added to 3.0 course, scholarship, alumni, and test score detail reports. We offer two options based on the preferred format. Adding the Student Group column will display one student group per student per row, while adding the All Student Groups column will list all of a student's groups in a single field, each separated by a semicolon.
College and career planning	April 23, 2025	Enhancement	First early access release for new college and career profiles	We're thrilled to announce the release of our new and improved college and career profiles. These profiles provide students with a modern, user-friendly interface that offers personalized insights on how each college or career aligns with their background and preferences. Students will 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. Opt-in for early access: Staff can opt in to grant students access to these new profiles and demo them on the staff side in Succeed. Navigate to Settings and select Setup. Select Early Access. Enable the new college and career profiles for your students. How to access: Staff can use the Demo Naviance Student and View as Student features in Succeed. Students will automatically gain access to the new profiles in Naviance Student upon staff opt-in. Stay informed: Review the in-product announcements and release notes for information on future releases.
Work-based learning	April 17, 2025	Enhancement	First early access release for new Work-Based Learning	We are excited to announce that the first early access release of our new Work-Based Learning module is now available. This initial release empowers district and school staff to create contacts, organizations, and opportunities. As this is an early access release, opportunities cannot be shared with students until a future update. To access the new Work-Based Learning Early Access pages, navigate to the existing Work-Based Learning module and click Try it now in the information box at the beginning of the page. The current Work-Based Learning permissions, such as Add/Edit/Cancel/Delete Work-Based Learning and View Work-Based Learning, will continue to apply and function as usual in the new environment. As you explore the new Work-Based Learning functionality, we encourage you to report any bugs by creating a support case and share your improvement ideas via PowerSchool Ideas. Stay tuned to our in-product announcements and release notes for updates on future early access releases, including our new Partner Portal, the ability to track student hours and engagements, and the upcoming student-facing Work-Based Learning module.
Surveys	April 17, 2025	Enhancement	FAFSA tracking via survey built-in question	We are excited to announce the upcoming release of the FAFSA built-in survey question, designed to help staff efficiently track the FAFSA submission status of each student. Key features include: Survey integration: Staff will be able to add the FAFSA built-in question directly to their surveys. Student input: Students can easily submit their response indicating their current FAFSA submission status. Data export: Staff will be able to export student responses, enabling streamlined tracking and reporting of FAFSA submission statuses. This enhancement aims to simplify FAFSA tracking and support students more effectively through the financial aid process.
Staff Dashboard	April 15, 2025	Enhancement	Reminder Action added to Task Widget	A reminder action has been introduced to the Task widgets within the Staff Dashboard to enhance communication efficiency: Task Widget: Staff can send reminder emails to students with in progress or not started tasks. A confirmation message is displayed upon successful email delivery. This update streamlines outreach workflows, reducing the need to navigate away from the dashboard.
Staff Dashboard	April 15, 2025	Enhancement	Favorited Custom Reports	Staff can now view up to five custom favorited reports on their dashboard, listed in alphabetical order. This feature mirrors the familiar Naviance reports experience, improving access to frequently used reports.
Staff Dashboard	April 15, 2025	Enhancement	Student Path Widget	The Path widget now includes two new categories – Primary Path and Secondary Path – along with the existing Student Outcomes. These additions help staff gain better insights into each student’s direction and progress.
Staff Dashboard	April 15, 2025	Enhancement	Student Usage Widget Improvements	The Students with No Login section is now clickable, redirecting staff users to Reports 3.0 for deeper analysis.
Staff Dashboard	April 15, 2025	Enhancement	Self-Discovery Widget – New Status	A new Not Started status has been added to the Self-Discovery widget, enabling staff to quickly identify which students haven’t begun their assessments, alongside existing “In Progress” and “Completed” statuses
PowerBuddy	April 3, 2025	Enhancement	College Events and College Visits now surfaced in PowerBuddy	PowerBuddy will now inform students about upcoming College Visits or Events for colleges they are exploring using PowerBuddy. This update is included in our core PowerBuddy for College & Career functionality and is available to all clients with no action required.
Analytics	April 1, 2025	Enhancement	Date assigned added to 3.0 task reports	We have added a new Task Assigned Date filter and column to the Current Task Completion Status report in Reports 3.0 to help track whetaskssk and programs were last assigned.
Analytics	April 1, 2025	Enhancement	New student group columns for Reports 3.0	Student group columns can now be added to 3.0 career, assessment, outcome, and usage detail reports. We offer two options based on the preferred format. Add the Student Group column to display one student group per student per row. Add the All Student Groups column to list all of a student's groups in a single field, each separated by a semicolon.
Analytics	April 1, 2025	Enhancement	Performance enhancements for Course Planner 3.0 reports	We have released changes to improve the load times for Course Planner reports in Reports 3.0. Data will now be refreshed every 3 hours for the following reports: Plan of Study Data Career Pathway Data Course Demand Detail Course Demand Summary Student Course Plan Detail Course Plan Summary

March

Product area	Date	Type	Summary	Description
Data integrations	March 11, 2025	Enhancement	PowerSchool SIS Integration: Student Groups with new rule to Remove students from groups if not in SIS	Select Remove students from groups if not in SIS to ensure the PowerSchool SIS Integration student job removes students from groups accordingly. This action will keep students in the group synchronized with PowerSchool SIS, maintaining it as the source of truth.
Analytics	March 11, 2025	Enhancement	Report preview enhancement	To reduce the number of clicks and speed up the process of running a report in Reports 3.0, we are now loading report previews automatically when opening a report. This eliminates the need to click the Apply filters button to display the data.
Analytics	March 25, 2025	Enhancement	Original reports	In Reports 3.0, we have added a new Original Reports tab that provides alternate versions of 3.0 reports. The report names, content, and layout within this new tab mirror Reports 1.0 and provide the same experience and data.
Analytics	March 25, 2025	Enhancement	New 3.0 reports	The recent release of Reports 3.0 includes five new college and eDocs reports. Class Profiles: Average test scores, applications, and acceptance rates by class year Score Profiles: Average test scores, applications, and acceptance rates by college Expected Outcomes: Comparison of application results to expected outcomes entered by staff or students Matriculation US: Aggregate attending college data broken down by state Matriculation Non-US: Aggregate attending college data broken down by country
Analytics	March 11, 2025	Enhancement	3.0 Assessment Status Report updates	A new Not Started filter has been added to the Assessment Status report in Reports 3.0. When chosen, the report will include all students, regardless of whether or not they have started any self-discovery assessments.
Analytics	March 11, 2025	Enhancement	Career report enhancements	To help identify students that have or have not saved careers or career clusters to their favorites list, a new filter for “Has Careers” with options for Yes and No has been added to the Careers by Student report. This filter allows all students to be included in the report, regardless of whether or not they have saved careers. In addition, a similar Has Career Clusters filter has been added to the Career Cluster and Pathway by Student report.
Analytics	March 11, 2025	Enhancement	3.0 College Application Report updates	To help provide a full picture of students and identify those who have started or not started the application process, the College Applications Student Detail and College Applications Summary by Student reports have been updated to now include all students, regardless of whether or not they have active applications.
Analytics	March 11, 2025	Enhancement	3.0 Course Plan Summary Report enhancement	A new % of Total Students column has been added to the Course Plan Summary report to provide the percentage of students that have chosen a particular plan of study out of the total number of students.
Analytics	March 11, 2025	Enhancement	Reports 3.0 enhancement	To make the process of finding reports easier, we have re-organized Reports 3.0 into category sections so each report in a category is grouped together. In addition, we are now including a new Favorites section at the beginning of the page, which will group all favorited reports together for quick access.
Analytics	March 11, 2025	Enhancement	3.0 Report name updates	To help with the transition from Reports 1.0 to 3.0, we have updated the following 3.0 report names to match the equivalent 1.0 report. Parent Usage Detail renamed Parent Usage Student Usage Detail renamed Student Usage Outcomes Detail renamed Student Outcomes List Colleges I’m Thinking About Summary renamed Prospective Summary College Application Summary by Student renamed Student Application Summary Student Task Activity Detail renamed Current Task Completion Status Student Program Activity Detail renamed Program Completion Status Assessment Status Detail renamed Assessment Status Test Score Summary renamed Test Ranges AP Score summary renamed Test Ranges AP IB Score Detail renamed IB Test Scores by Student Career Cluster and Pathway Summary renamed Students by Career Cluster and Pathway Career summary renamed Students by Career Career Cluster and Pathway Student Detail renamed Career Cluster and Pathway by Student Career Student Detail renamed Careers by Student Scholarship Summary renamed Scholarship Summary by Scholarship Scholarship Student Detail renamed Scholarship Detail by Student

February

Product area

Date

Type

Summary

Description

PowerBuddy

February 11, 2025

Enhancement

PowerBuddy for College & Career Accessory Features Released

We have released staff-facing accessory features to improve control and better inform staff about student interactions within PowerBuddy for College & Career. The new features can be accessed via the Setup page from the gear icon at both the district and school levels. From the Setup page, there is a link to a new PowerBuddy page where staff can find these features. The new features include:

District PowerBuddy Control - Using a toggle, district personnel can make the PowerBuddy student optional feature available at all schools or not. If the toggle is enabled, staff must activate the PowerBuddy optional feature for each grade at each school. If the toggle is disabled, the optional feature is hidden, and students will not be able to access PowerBuddy.
Concerning Topic Emails - This new feature gives district and school staff the ability to decide which email addresses should be notified when a student message with PowerBuddy hits the content filter. Staff, on a school-by-school basis, can decide whether a student’s counselor or parents with communication enabled should also receive an email.
Chat Logs - This feature gives staff the ability to search for, review, and download chat logs of student conversations with PowerBuddy for College & Career. In a future release, we’ll make chat logs available in the Student Folder, and allow staff to give students access to their own chat logs.

These new features require staff to have the new Administer PowerBuddy Settings - District Level or Administer PowerBuddy Settings permission to access the new PowerBuddy pages in the Setup menu and use any of these features.

Staff Dashboard

February 4, 2025

Enhancement

New staff customizable dashboard

Introducing a new customizable dashboard for staff. This update features a fresh, intuitive interface to help staff access critical information quickly and efficiently. This release does not include changes to the District or Teacher Desk view.

Key features of the new dashboard

Brand-new layout and UI design: Revamped user interface with a modern look and feel, tailored to streamline your daily tasks.

Opt-in and Opt-out flexibility: Staff can explore the new dashboard by clicking the “Try Now” button. You can revert to the current homepage anytime using the “Use Existing Homepage” button under More options.

Relocated quick links: Quick links have been reorganized for improved accessibility, enhancing usability and efficiency.

Demo Naviance student: The demo Naviance student section has been moved to the right side of the dashboard for better visibility and quick access.

Enhanced student search: A new Search Student feature allows staff to filter students by class year and search for specific students effortlessly.

Introducing widgets for key insights: Gain instant access to critical data points with 9 new customizable widgets, enabling a quick glance at essential information without navigating through multiple pages. Key details include:

Widgets can be rearranged to suit your preferences.
Hide or unhide widgets based on your needs.

Widget details (Default order)

Career exploration: Reveals the number of students with favorite careers, military branches, and clusters/pathways.
Self-discovery assessment: Calls out completion status across all assessments.
Student path: Displays student-selected primary path.
Application summary: Pulls application information from the Application Manager.
Transcript request summary: Shows information from the Transcript Request Manager.
Favorite reports: Lists all reports favorited in Reports 3.0.
Tasks: Outlines tasks with upcoming due dates from Success Planner 1.0.
Class snapshot: A pie chart with application data for the current senior class.
Student usage: Discloses the number of student logins versus no logins.

Regular data refresh for widgets Widgets update their data every 15 minutes to ensure accurate and timely insights while maintaining system performance.

Announcements The announcements section has been relocated to the right side of the dashboard for easier visibility.

Note: Data Sync Intervals: Widgets refresh every 15 minutes, so some data updates may not appear instantly.

January

Product area	Date	Type	Summary	Description
Analytics	January 28, 2025	Enhancement	New student group columns for 3.0 success planner reports	Student groups columns can now be added to all 3.0 success planner student detail reports. Two options are available based on the preferred format. Adding the Student Group column will display one student group per student per row while adding the All Student Groups column will list all of a student's groups in a single field, each separated by a semicolon.
Analytics	January 14, 2025	Enhancement	New student group columns for college & eDocs reports	Student groups columns can now be added to all 3.0 college and eDocs student detail reports. We offer two options based on the preferred format. Adding the Student Group column will display one student group per student per row while adding the All Student Groups column will list all of a student's groups in a single field, each separated by a semicolon.
Analytics	January 14, 2025	Enhancement	New test score filters	A new filter, Has Test Scores, has been added to the Test Score Detail report in Reports 3.0 to help identify students who do or do not have test scores in Naviance. A new filter, Test Type, has been added to the AP Score Detail report in Reports 3.0 allowing users to choose one or multiple AP tests to include in the report.
Student folder	January 14, 2025	Enhancement	Block specific feature access from a new Privacy Settings page within the student folder	Naviance staff users can now block specific feature access per student from a new Privacy Settings page within the Student Folder. With this release, staff users have the option to block student access to PowerBuddy and Match powered by Concourse and enable a FERPA Block at the individual student level from one location within the Student Folder.
PowerBuddy for College and Career	January 1, 2025	Enhancement	PowerBuddy Enhanced is now live	PowerBuddy for College and Career Enhanced is now available. For any district or school that subscribes, PowerBuddy’s new functionality improves support for students beyond PowerBuddy Core, which is free to all clients today. PowerBuddy for College and Career Enhanced has improved college guidance based on NACAC content, additional support for FAFSA, the SAT, and ACT, including links directly in responses from PowerBuddy, and gives students the ability to compare their GPA and test scores to previously accepted students. Your district also receives additional allotments to allow your students to explore without worrying about running out. If you’d like to know more about options for your district, contact your PowerSchool EIC or Account Manager.