Below is an overview of the different types of reports available and how to use them effectively.
Enter Student Information into Student Profile Biography Banners and Fit Assessment banner, before generating reports
Click the pencil to the right of the student's name at top of the page.
Complete all information banners but especially those related to the assessment tools and results will appear in reporting.
School Summary Report
Student List > Menu > Summary Report of schools on list
"Notes to Student" Column contents will appear on school report
The School Report provides an in-depth look at an institution’s key attributes. To access this report, click on the school name or use College Lookup where you’ll find a breakdown of:
• Basic Information:
Website, location, location type, and nearest airport.
• Academics & Admissions:
Student-to-faculty ratio, admission rate, total undergraduate enrollment, and graduation rates.
• Test Scores & GPA:
Standardized test scores (SAT/ACT), average GPA of admitted students.
• Financial Aid:
Cost of attendance and financial aid opportunities.
• Admissions Report:
Deadlines, required application components, and their weightage in the evaluation process.
• Financials:
Approximate net cost by household income, helping families understand the expected cost. 
• Demographics: Breakdown of student population by various factors, including ethnicity and geographic distribution.
How to add Student-Specific Notes to bottom of Summary Report
☝️ Turn on Notes to Student data column in all lists, add notes to column or add notes via school lookup page
Fastest way to add general College Notes
🔥 While on campus tours, use school lookup (search bar at top of app) to pull up any school. Click Add Notes.
Mobile friendly, allows you to dictate notes directly into the notes field. Those same notes will appear in the College Notes column.
Downloading the School Summary Report:
To download a school's summary report:
1. Go to Student List
2. Click the Menu
3. Select Download Summary Report
Evaluate Fit Report
For a comparative analysis, the Evaluate Fit column allows counselors and students to evaluate how a student’s academic profile aligns with a school’s requirements. This report includes:
• Admissions Profile Review: shows how different parts of a student’s application are viewed by a college and how the student measures themselves against those expectations.
• Acceptance by SAT and ACT: A visual representation of past admissions results based on GPA and test scores, helping predict the likelihood of acceptance.
• Student Candidate vs. Campus Application: This section compares the student’s GPA and coursework with the college’s admitted class averages and recommended courses, showing how well the student’s preparation aligns with the school’s expectations.
• Test Results: Compares the student’s ACT and SAT scores against the average scores of the last admitted class.
• School Profile: Gives key college stats such as graduation and retention rates, rejection rate, student–faculty ratio, cost, top majors, and study abroad/learning support options.
• Application Guidelines: Lists admission requirements like test credits, recommendations, and interview policy, along with essay prompts and application deadlines.
Important Note: The data used for comparison comes from the Student Fit Assessments. To ensure accurate results, students should complete the Fit Assessments found in the Student Info Fit Assessments Banner before using this report.
This comparison helps counselors and students realistically assess admission chances and identify reach, match, and safety schools.
Where to Find Evaluate Fit:
The Evaluate Fit button is found in the Counselor List, next to the Fit column. This feature is fixed, ensuring it remains easily accessible for all comparisons.
Important Note:
The Evaluate Fit report is also based on the Student Self-Assessment. Completing this assessment ensures an accurate comparison between the student’s profile and the school's requirements
Downloading the Evaluate Fit Report:
To download a student's Evaluate Fit report:
1. Go to Counselor List
2. Click the Menu
3. Select Download Fit Evaluations
Dashboard Reporting
Account Reporting
Reporting options depend on your level of permissions and provide access to various reports on the Dashboard.
For Single Counselors:
◦ Go to Account, click Dashboard, scroll down to Reports.
Available reports:
▪ Counselor Comparison
▪ Readiness Assignments
▪ App Tracker Report
▪ Application Status
▪ Admissions Outcomes
▪ School Report
▪ Contact Information
▪ Financials Summary
▪ Deposits
▪ Invoices
For Multi-License Admin with Management Suite:
Available reports:
▪ Counselor Comparison
▪ Readiness Assignments
▪ App Tracker Report
▪ Application Status
▪ Admissions Outcomes
▪ School Report
▪ Manager Report
▪ Time Spent Per Student
▪ Contact Information
▪ Financials Summary
▪ Deposits
▪ Invoices
For Multi-License Accounts with Full Accounting Privileges:
◦ Go to Settings > Dashboard, scroll down to Reports.
Available reports:
▪ Counselor Comparison
▪ Readiness Assignments
▪ App Tracker Report
▪ Application Status
▪ Admissions Outcomes
▪ School Report
▪ Contact Information
▪ Financials Summary
▪ Deposits
▪ Invoices
For Multi-License Accounts with Limited Accounting Features:
◦ Go to Settings > Dashboard, scroll down to Reports.
Available reports:
▪ Counselor Comparison
▪ Readiness Assignments
▪ App Tracker Report
▪ Application Status
▪ Admissions Outcomes
▪ School Report
▪ Contact Information
For Multi-License Admins Without Management Suite:
◦ Go to Settings > Dashboard, scroll down to Reports.
Available reports:
▪ Counselor Comparison
▪ Readiness Assignments
▪ App Tracker Report
▪ Application Status
▪ Admissions Outcomes
▪ School Report
▪ Manager Report
▪ Time Spent Per Student
▪ Contact Information
▪ Financials Summary
▪ Deposits
▪ Invoices
For Multi-License Accounts Without Management Suite:
◦ Go to Settings > Dashboard, scroll down to Reports.
Available reports:
▪ Counselor Comparison
▪ Readiness Assignments
▪ App Tracker Report
▪ Application Status
▪ Admissions Outcomes
▪ School Report
▪ Contact Information
▪ Financials Summary
▪ Deposits
▪ Invoices
Additionally, you can create a custom report by emailing your template report to support@counselmore.com. To do this, create a spreadsheet that outlines the rows and columns you need. The report does not need to contain data—just include one row of sample data to show the developers exactly how the report should be structured. This ensures your requested report aligns with the available data in the app.