- Knowledge Base : CounselMore Support
- SETTINGS MENU & CUSTOMIZATIONS
- Settings - Reporting
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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
- Settings - Branding
- Settings - Default Data Columns
- Settings - Routine Assignments
- Settings - Webmaster
- Settings - Broadcast Station
- Settings - Reporting
- Settings - Professional Log Books
- Settings - Toolbox
- Settings - Texting Set up
- Settings - Accounting Setup
- Settings - Integrations
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
Dashboard - Reporting, Run Custom Report
This section offers a comprehensive breakdown of assignments, meeting notes, meetings designed for students, parents, and counselors, outlining specific tasks, due dates, and crucial instructions.
For a step-by-step guide on how to effectively use the filters and export assignment reports for your students, please watch this brief tutorial video.
- Go to your Dashboard > Reports > Readiness Assignments > Run Custom Report
You can keep tracks on the assignment disseminated to your student, parent, or for even counselors like you. You also have an option to streamlined assignment by utilizing the filter section: grad year, student status, completion status, assignment status and assignment name.