CounselMore’s reporting feature allows you to efficiently track and manage readiness assignments for students, parents, and counselors.
🕰️ Save Time: By customizing reports, you can avoid combing through irrelevant data and focus on the details you need.
💻 Monitor Engagement: Quickly see which tasks are delayed or need immediate attention.
Here’s a step-by-step guide on how to use the Readiness Assignments Report to stay organized and informed.
Go to the Settings tab in your CounselMore account.
Navigate to Reporting and select Readiness Assignments.
Click the Run Custom Report button to begin generating your report.
• You’ll be able to view tasks assigned to students, parents, or counselors, providing a comprehensive overview of responsibilities.
The system offers several filter options to tailor your report to specific needs:
• Type: Select the category of assignment you wish to focus on (assignments, meetings, meeting notes).
• Graduation Year: Narrow down assignments based on the student’s grad year.
• Student Status: Filter assignments by whether the student is active or prospect.
• Completion Status: View assignments based on their completion stage (e.g. All, Completed or Not Completed).
• Assignment Status: Identify tasks that are overdue, not overdue.
• Assignment Name: Search for specific assignments by name for detailed insights.
