Use Reports

Reports are available in both Naviance and Naviance District Edition. District-level reports include data from all schools in the district with an active Naviance account.

Access a report

1. Navigate to Analytics, then select Reports.

2. Click View for the selected report.

   

   • Some reports do not display data on the page. Instead, you must download the report data as a PDF or CSV file.
   • You must customize the Current Task Completion Status report before it is available to download.
3. Optionally, use the report features:
   • Sort the column data.
   • Customize the report data, including changing the grade level or setting a grade range.
   • Print or download the report as a PDF or CSV file.
   • Email the report.
   • Save the report.

Customize a report

1. Navigate to Analytics, then select Reports.
2. Click Customize for the selected report.
3. Select your report Settings, including Student Group, Counselor, Gender, and more.
4. Click View Report.

If you need to access your custom report again, Naviance recommends saving the report.

Save a report

1. Navigate to Analytics, then select Reports.
2. Click View or Customize for the selected report.
3. Optionally, update the report settings, then click View Report.
4. From Options, click Save a Copy.

5. Select a Sharing option.

   

   Staff users with permission to access the shared report can edit or delete it.
6. Enter a Report Name and Description.
7. Click Save.

Find your saved report in the corresponding category. The data automatically refreshes each time you open it.

Rename a saved report

1. Navigate to Analytics, then select Reports.
2. Click rename for the saved report.
3. Enter a new Name or Description.
4. Click Save.

Email a report

1. Navigate to Analytics, then select Reports.
2. Click Email for the selected report.
3. Compose your email, then click Send Now.