Use Reports
Run a report
Go to Analytics and select Reports.
Optionally, select Original Reports to display report names, layouts, and content that mirror the retired Reports 1.0 and provide the same experience and data.
Select a report name.
Select or remove filters and then choose Apply Filters to modify and update the displayed data.
Choose Column Selection, choose the data to display, and select Apply.
Optionally, Choose:
Export Data to generate a .csv file.
Save Custom Report.
Enter a Custom Report Name and Description.
Optionally, share the report. If available, choose to share the report with school users or not.
Select Save. Each time you open your custom report, the data will automatically refresh without needing to reapply filters and manage columns.
For district-level reports, clear the School Name column to display data for the entire district instead of broken down by school.
For school-level reports, clear the Class Year filter to display data for the entire school across all years for data is available
Review chart data
Review charts and key performance indicators for 22 different reports.
Go to Analytics and select Reports.
Optionally, from Filters, select Charts to display only the reports with available charts.
Select a report with the Includes charts icon.
Review the chart data. Optionally:
Expand each chart to full screen.
Toggle between charts and detailed data views.
Optionally,
Click Export charts to download a PDF file of the entire charts page for each report.
Click the Export charts icon on a graph and choose to download a Printable PDF or Data to Excel.
Retrieve exported files
Go to Analytics and select Reports.
Select Exported Files.
From Actions, choose Download for the selected report.
Manage custom reports
Navigate to Analytics and select Reports.
Select Custom Reports.
From Custom Reports:
Select the report name to display the report with updated data.
From Actions, choose the more icon (three dots) to preview or delete the report, save as a new custom report, or access report settings.
Manage share access
Select Analytics and choose Reports.
Select Custom Reports.
From Actions, click the more icon (three dots) and choose Report Settings.
Turn report sharing on or off. If available, choose to share the report with school users or not.
Reports with district-level filters applied cannot be shared with school-level users.Click Update. The shared report will be accessible from Custom Reports.
Shared reports can only be edited by their owner. Others can review the report or save a copy as a custom report.
Use cases
Generate summary application data for an entire class
Navigate to Analytics and select Reports.
Choose College Applications Summary Data.
Select the Details view.
From Filters:
Select the Class Year for which you want data.
Deselect the Current Grade level if it does not correspond to the chosen class years.
Click Apply filters.
Select Manage Columns.
Select Student Class Year and any other columns you need.
Clear the College Name column.
For a district-level report, also clear the School Name column to generate data for the entire district instead of broken down by school.
Select Apply.
Generate matriculation including the number of students attending 2- and 4-year colleges
Navigate to Analytics and select Reports.
Choose Outcomes Summary.
Select the Details view.
From Filters:
Select the Class Year for which you want data.
Deselect the Current Grade level if it does not correspond to the chosen class years.
Click Apply filters.
Select Manage Columns.
Clear all columns except School Name, Student Class Year, College Institution Type, and Attending Students.
For a district-level report, also clear the School Name column to generate data for the entire district instead of broken down by school.
Select Apply.