Creating and editing reports

Custom Reports let you pull exactly the student data you need, like which seniors haven't submitted any applications yet or who still needs to file the FAFSA. You choose which students to include and which columns to show, then view the results in Overgrad or export them to a spreadsheet.

Don't see Custom Reports under Data & Reports? Your school may not have reporting turned on, or your account may not have access to student data. Contact support@overgrad.com.

TABLE OF CONTENTS

• Step 1: Open Custom Reports
• Step 2: Choose a report type
• Step 3: Create a new report
• Step 4: Name your report and choose which students to include
• Step 5: Choose your columns
• Step 6: Save and run your report
• Step 7: View and export your results
• Run a saved report again
• Edit a report
• Remove a report from your Saved Reports
• What else can I do from the three-dot menu?

Step 1: Open Custom Reports

In the menu at the top of Overgrad, click Data & Reports, then Custom Reports.

Step 2: Choose a report type

The links along the top are the report types. The type you choose decides what each row in your report is:

For example, a Students report can tell you how many colleges each student is following. To see which colleges, use a College Lists report, which has a row for every college on every student's list.

You may see other report types too, like Program Lists, Course Plans, Alumni Data, or Enrollments, depending on which features your school uses.

Step 3: Create a new report

Click the three dots (...) next to Saved Reports, then click Create a new report.

Step 4: Name your report and choose which students to include

1. Under Report Name, give your report a name that will make it easy to find later. In this example, we're creating Class of 2027 – Fewer Than 3 Applications Submitted.
2. Click Add a Condition. Under Add filter for, start typing to find the field you want to filter by.
3. Choose a Requirement (like Equals Any, Less Than, or Is Empty) and enter a Value.
4. To narrow it down more, click Add a Condition again. Students have to match everycondition to show up in the report. To remove a condition, click the red trash can.

Tip: Want students who match one value or another, like the Class of 2027 or 2028? Use one condition with Equals Any and pick both values.

If you don't add any conditions, the report includes all of your students.

Step 5: Choose your columns

Under Which fields would you like to include?, check each field you want as a column in your report. Fields are grouped by category, like Students, Financial Aid, Student Rollups (counts and totals, like # of Applications), and Test Scores.

In our example, we checked FAFSA - Status, # of Applications, # of Applications Submitted, # of Colleges on List, and Assigned Counselor.

Step 6: Save and run your report

Check Save Report if you'll want to run this report again later. Then click Run Report.

If you don't check Save Report, the report still runs, but you won't be able to find it again later.

Step 7: View and export your results

Your results show up in a table. Click any column header to sort by it, or drag and drop columns to reorder them.

To work with the data in a spreadsheet, click Export to CSV. Overgrad opens a new tab while it builds your file. When it's ready, click Download.

Run a saved report again

Click the report type, then open the Saved Reports dropdown. Your school's saved reports are listed under Custom Reports. Choose one to run it with the latest data.

Reports you save can be seen and run by other educators at your school. Each person only sees data for the students they have access to.

Edit a report

Forgot a column, or need to change a condition? Open the report, click the three dots (...), and click Edit current report.

Make your changes and click Run Report. The fields you've already chosen are listed at the top.

You can edit reports you created. Account managers can edit any report at their school.

Remove a report from your Saved Reports

Reports can't be deleted, but you can take one off the Saved Reports list. Open the report, click the three dots (...), click Edit current report, uncheck Save Report, and click Run Report. The report won't show up in Saved Reports anymore.

Is Save Report greyed out? The report has been added to student lists. Click the three dots and choose Remove from student lists first.

What else can I do from the three-dot menu?

• Add a data summary: adds a Data Summary tab to the report with totals and percentages for your results.
• Add to student lists: for Students reports, adds the report as a custom list under Students > View Student List. Available to account managers.