Default College Data Menu - Basics

Default College Data Menu - Basics Choose College Data Menu Defaults

Selecting the default data columns that will appear in every student's college list

Default Data Columns

columns that represent data points for each college

Let's add any college to our Sample Student's Counselor List.

In the example above we see many columns. Each column represents a different data point associated with its given college. The columns that you see here are provided by default but can add other columns or remove some of these if we wish.

Selecting Your Default Data Columns 

Let's update the default columns for all our students

Settings > College Data Menu Defaults 

When you get to the page above you've you'll notice several banners running down the page. These banner organize all the data points by category and you can see the full list by clicking on any banner.

In the example above I've chosen to expand the Application Guidelines category. Next to the name, we'll see three icons. A parent, student, and App Tracker icon. In this case, these columns can appear in all 3 lists but this isn't always going to be the case. Go through the columns and select your preference by highlighting the appropriate icon(s). Once you have selected your defaults, click "Merge With All Student" at the top to apply the new columns. If you go back to the student record with this final step, you will no change.

What data points can I look at?

1. Under each banner you will find several data points.
   Those data points fall under categories (banners).

2. Use the search bar at the top to search by keyword.
   However, a specific data point that you believe should be called "X"
   may actually be called "y".
3. For this reason, new members should open each banner, and read through the many options and get to know what is available.
   You will be almost shocked at how much there is to look at in the CounselMore college Data Menu.
   

Reordering Columns

Once you've selected your default columns, you can reorder at the bottom of the same page. Don't forget to click Merge With All Students once done.

The typical arrangement of default data columns we see; 

How to add/edit information in custom columns

Custom Columns Overview

There are 2 types of Custom Columns:

1. Custom Data Column:   An information column, that you create and is only seen by you. Track any unique college information in a separate column. Available to you as any other data point.

   1. There are many information columns to choose from but what if there was something specific you'd liked track. A custom column would provide an empty editable column for you to keep that information.
2. Custom Status Column: Allows you to add editable columns for both you and your student in the Application tracker.
   1. Many counselors have a proprietary application process. Although there are several status columns to choose from 
      
      

Created Custom Columns