---
title: Account Setup - Data Manager, Make your College Knowledge Come to Life and be of resource to more than just you!
description: Data Banners open to revel data by topic, turn on data columns to default &quot;on&quot; or select per student
---

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1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en)
2. [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en)
3. [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-list-columns)

# Account Setup - Data Manager, Make your College Knowledge Come to Life and be of resource to more than just you!

## Data Banners open to revel data by topic, turn on data columns to default "on" or select per student

![Screenshot 2025-01-09 at 1.55.29 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%201.55.29%20PM.png?width=688&height=294&name=Screenshot%202025-01-09%20at%201.55.29%20PM.png)

 

### **Settings Menu - Data Manager**

- Settings is where you will make **global account choices**, including choosing the data columns that will appear on each list when you begin any new list.
- The Counselor can always **make independent per student choices** about which data is seen per list - the Settings menu is where you make default choices only.
- Therefore you **would not want to turn on an excessive number of data default columns**, only choose the essential columns as defaults and allow counselors to add any column to any student's list anytime.
- Counselor can also choose to remove columns at any time.

**Pro Tip:**

- Changing default data information columns will be reflected in new lists only. Existing lists will not change.
- Click **"Apply changes to existing students"** above to add new default columns to existing lists. Applying changes will add new information, it will not remove any existing columns.
- To see a snapshot of your current selections; add a new student, add a school to their lists, scroll through the columns.

### **FACTORY RESET**

**If you want to revert all data choices back to the defaults as they were when you first registered for your new account - then the Factory Reset will return your default columns to how they were when you arrived in the account. \*\*\*This will not remove columns from lists you have already made\*\*\***

### **DATA MANAGER - DATA BANNERS BY TOPIC**

**[Most often selected data columns for each list counselor, student, app tracker](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vbW9zdC1zZWxlY3RlZC1kYXRhLWNvbHVtbnM%3D&ct=SEARCH&pid=43985034&cid=173928085149&t=ZGF0YQ%3D%3D&d=helpdesk.counselmore.com&c=5&rp=15&ab=true&opcid=&rs=UNKNOWN&hs-expires=1767997025&hs-version=1&hs-signature=APUk-v51NHFBfzxhqeX_rEAa2lZL1OeySw&hsLang=en)**

---

### **PER SCHOOL CUSTOM COLUMNS**

**![Screenshot 2025-01-09 at 2.02.35 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%202.02.35%20PM.png?width=688&height=171&name=Screenshot%202025-01-09%20at%202.02.35%20PM.png)**

**[Settings - Custom Columns, 2 types](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vY3VzdG9tLWNvbHVtbg%3D%3D&ct=SEARCH&pid=43985034&cid=152133046823&t=Y3VzdG9tIGNvbHVtbnM%3D&d=helpdesk.counselmore.com&c=5&rp=1&ab=true&opcid=&rs=UNKNOWN&hs-expires=1767996184&hs-version=1&hs-signature=APUk-v4jEYLGZS4G585keu0yM9d-DngtGw&hsLang=en)**

**[Per School Custom Columns - Add Custom Column](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vcGVyLXNjaG9vbC1jdXN0b20tY29sdW1ucy0%3D&ct=SEARCH&pid=43985034&cid=183759175996&t=Y3VzdG9tIGNvbHVtbnM%3D&d=helpdesk.counselmore.com&c=5&rp=2&ab=true&opcid=&rs=UNKNOWN&hs-expires=1767996184&hs-version=1&hs-signature=APUk-v6rUtqwZxesJUhznBeKkQ2ph5kRtA&hsLang=en)**

**[Multi License - Team Members, Custom Columns Capabilities](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vbXVsdGktbGljZW5zZS10ZWFtLW1lbWJlcnMtY3VzdG9tLWNvbHVtbnMtY2FwYWJpbGl0aWVz&ct=SEARCH&pid=43985034&cid=140359490083&t=Y3VzdG9tIGNvbHVtbnM%3D&d=helpdesk.counselmore.com&c=5&rp=3&ab=true&opcid=&rs=UNKNOWN&hs-expires=1767996184&hs-version=1&hs-signature=APUk-v5GME-z-C28Zq_l7_64ArKQl2KpVw&hsLang=en)**

**[College Data - Add Your Custom Data to the database](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vY29sbGVnZS1kYXRhLWFkZC15b3VyLWN1c3RvbS1kYXRhLXRvLXRoZS1kYXRhYmFzZQ%3D%3D&ct=SEARCH&pid=43985034&cid=140396377725&t=ZGF0YQ%3D%3D&d=helpdesk.counselmore.com&c=5&rp=2&ab=false&opcid=&rs=UNKNOWN&hs-expires=1767996910&hs-version=1&hs-signature=APUk-v5DBLtycdMR4Z0qVETQN_CwCim3aA&hsLang=en)**

---

### **APP TRACKER STRATEGY & STATUS COLUMNS**

**![Screenshot 2025-01-09 at 2.07.57 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%202.07.57%20PM.png?width=688&height=218&name=Screenshot%202025-01-09%20at%202.07.57%20PM.png)**

**[Custom Columns - What is a Status & Strategy Column](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vZGVhZGxpbmUtc3RyYXRlZ3ktY29sdW1ucw%3D%3D&ct=SEARCH&pid=43985034&cid=181645244757&t=Y3VzdG9tIGNvbHVtbnM%3D&d=helpdesk.counselmore.com&c=5&rp=6&ab=true&opcid=&rs=UNKNOWN&hs-expires=1767996184&hs-version=1&hs-signature=APUk-v7NN-z7DBxFElUiO8BhdT2Rn7f-CQ&hsLang=en)**

**[Mentors - How to set up your App Tracker](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vbWVudG9ycy1ob3ctdG8tc2V0LXVwLXlvdXItYXBwLXRyYWNrZXI%3D&ct=SEARCH&pid=43985034&cid=182757146215&t=YXBwIHRyYWNrZXI%3D&d=helpdesk.counselmore.com&c=5&rp=4&ab=true&opcid=&rs=UNKNOWN&hs-expires=1767996348&hs-version=1&hs-signature=APUk-v7h6DUZiORLmqpCD32sEg6Pn0BW9g&hsLang=en)**

**[Data Columns - Deadline Strategy](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vZGF0YS1jb2x1bW5zLWRlYWRsaW5lLXN0cmF0ZWd5&ct=SEARCH&pid=43985034&cid=183043652674&t=b3V0Y29tZQ%3D%3D&d=helpdesk.counselmore.com&c=5&rp=4&ab=false&opcid=&rs=UNKNOWN&hs-expires=1767996368&hs-version=1&hs-signature=APUk-v6BWxAnDSsB4nXL4QUWnxSitP9Y6A&hsLang=en)**

---

**APPLICATION OUTCOME TRACKING**

**![Screenshot 2025-01-09 at 2.08.47 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%202.08.47%20PM.png?width=688&height=75&name=Screenshot%202025-01-09%20at%202.08.47%20PM.png)**

[Bio Banners - Student Information banner in Student Profile - Accepted Declined, Application Outcomes, banner](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vYmlvLWJhbm5lcnMtYWNjZXB0ZWQtZGVjbGluZWQtYmFubmVy&ct=SEARCH&pid=43985034&cid=183443683494&t=b3V0Y29tZQ%3D%3D&d=helpdesk.counselmore.com&c=5&rp=3&ab=false&opcid=&rs=UNKNOWN&hs-expires=1767996368&hs-version=1&hs-signature=APUk-v4vhePip-NVEGO0BvPBnM0QYt9YdA&hsLang=en)

\*COUNSELORS can create Custom Data Tracking Columns per school or create custom strategy columns. Therefore, if there are additional items about the outcome that you would like to track, create a custom strategy column. Those will allow you to track a specific step or data point you'd like in your Outcome Reporting. Because it is a custom column the standard data report won't know your column exists, so it won't be included in the standard reports. Instead you would email your support@counselmore.com and request a custom report be pulled from your account that includes your custom column.

---

**APPLICATION GUIDELINES**

**![Screenshot 2025-01-09 at 2.14.03 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%202.14.03%20PM.png?width=688&height=165&name=Screenshot%202025-01-09%20at%202.14.03%20PM.png)**

**[Clients - Quicklist, Students who are currently applying to a specific school](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vcXVpY2tsaXN0LXN0dWRlbnRzLXdoby1hcmUtY3VycmVudGx5LWFwcGx5aW5nLXRvLWEtc3BlY2lmaWMtc2Nob29s&ct=SEARCH&pid=43985034&cid=152034823738&t=YXBwbGljYXRpb24gZ3VpZGVsaW5lcw%3D%3D&d=helpdesk.counselmore.com&c=5&rp=1&ab=false&opcid=&rs=UNKNOWN&hs-expires=1767996742&hs-version=1&hs-signature=APUk-v6pBkm5BVnuylRQseGxI6lMkEDnQA&hsLang=en)**

**[College Data: Test optional, Admissions](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vd2hlcmUtY2FuLWktZmluZC10aGUtdGVzdC1zY29yZXMtcmVz&ct=SEARCH&pid=43985034&cid=171460079229&t=YXBwbGljYXRpb24gZ3VpZGVsaW5lcw%3D%3D&d=helpdesk.counselmore.com&c=5&rp=2&ab=false&opcid=&rs=UNKNOWN&hs-expires=1767996742&hs-version=1&hs-signature=APUk-v501mwKFgaQZ8T5wWn-Qjo1fa4tlw&hsLang=en)**

**[App Tracker - Status & Strategy Columns for application requirement columns](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vYXBwLXRyYWNrZXItc3RhdHVzLXN0cmF0ZWd5LWNvbHVtbnMtZm9yLWFwcGxpY2F0aW9uLXJlcXVpcmVtZW50LWNvbHVtbnM%3D&ct=SEARCH&pid=43985034&cid=171950254191&t=YXBwbGljYXRpb24gZ3VpZGVsaW5lcw%3D%3D&d=helpdesk.counselmore.com&c=5&rp=5&ab=false&opcid=&rs=UNKNOWN&hs-expires=1767996742&hs-version=1&hs-signature=APUk-v4S3viUKDKLVMLBLa7VVJ229Q1mHQ&hsLang=en)**

**[Archiving Student - Record Application Outcomes, make visible to prospective clients](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vYXJjaGl2aW5nLXN0dWRlbnQtcmVjb3JkLWFwcC1vdXRjb21lcw%3D%3D&ct=SEARCH&pid=43985034&cid=180739896855&t=YXBwbGljYXRpb24gZ3VpZGVsaW5lcw%3D%3D&d=helpdesk.counselmore.com&c=5&rp=7&ab=false&opcid=&rs=UNKNOWN&hs-expires=1767996742&hs-version=1&hs-signature=APUk-v7AM5Pv5Uo9Hh_x6VZ3vsCfAGx-EQ&hsLang=en)**

---

**FREQUENTLY ASKED QUESTIONS**

**![Screenshot 2025-01-09 at 2.14.45 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%202.14.45%20PM.png?width=688&height=207&name=Screenshot%202025-01-09%20at%202.14.45%20PM.png)**

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- **[Default College Data Information Columns- How many columns can be made available per list?](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vaG93LW1hbnktY29sdW1ucy1jYW4taS10dXJuLW9uLWluLWRlZmF1bHQtY29sdW1ucw%3D%3D&ct=SEARCH&pid=43985034&cid=166365185877&t=Y3VzdG9tIGNvbHVtbnM%3D&d=helpdesk.counselmore.com&c=5&rp=7&ab=true&opcid=&rs=UNKNOWN&hs-expires=1767996184&hs-version=1&hs-signature=APUk-v5pIjhYbz9rF-7060GdXy_pHQP2sA&hsLang=en)**
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- **[Self Guided : 2) College Lists & App Tracker](https://helpdesk.counselmore.com/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwZGVzay5jb3Vuc2VsbW9yZS5jb20vc2VsZi1ndWlkZWQtMi1jb2xsZWdlLWxpc3RzLWFwcC10cmFja2Vy&ct=SEARCH&pid=43985034&cid=140342814296&t=ZGF0YQ%3D%3D&d=helpdesk.counselmore.com&c=5&rp=11&ab=true&opcid=&rs=UNKNOWN&hs-expires=1767997025&hs-version=1&hs-signature=APUk-v58eOFtPIcnHnimDhvK83oZwnwK8Q&hsLang=en)**

- [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content)

    - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up)
    - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training)
    - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up)
    - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation)
    - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users)
- [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en#main-content)

    - [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners)
    - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab)
    - [Clients - Files tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-files-tab)
    - [Clients - Messages tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-messages-tab)
    - [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab)
    - [Clients - Quicklist](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-quicklist)
    - [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts)
    - [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-fin-fit-tab)
- [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#main-content)

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