Group Dashboard and Reporting

The group reporting is accessed each time you select more than one student from the My Students selection screen.  To access group reports quickly use the Advisor Homepage Quick Select section.  

This will allow you to quickly run information for your active students.  

If you'd like to pull reports for multiple advisors in the system or previous (archived) students you will need to customize your reports.  

To do this, you will click on the My Students icon on the upper right of the Advisor Homepage (or any other top menu) to get to the My Students screen.  Use any criteria from the top search section to find groups of students.  You can then select them as a group, by selecting the "All" box in the header of the lower part of the screen, or hand selecting any number of students by checking the box next to their name.  Note that you can sort by any column by clicking on the column header to help find and group students.

Click on the Action button submenu "Work with the Group of Selected Students".

After clicking the submenu, you will be taken to the Advisor Homepage.  The homepage provides an overview of the selected student group. The total number of students that are included in the reports is the upper left box.  To help summarize this list of students, any search criteria that was specified on the My Students screen is also shown in this box.  To review the names of the students included in these reports, click on the "i" icon in the box.

Reports are also available by selecting Reports in the left hand menu.  For more information about reports please click here.

Group messaging can also be accomplished in group mode.  For more information about group messaging please click here.

A Group calendar is available by clicking on the group picture in the upper right hand corner and then on calendar.  For more information about group calendar functions please click here.