<div><div><h2>Create a Report</h2></div><div><ol><li><p>From the <strong>Manage</strong>drop-down menu, select <strong>Reports</strong>.</p></li><li><p>From the Reports tab, apply any desired filters.</p></li><li>Select <strong>Run Report</strong>.<img data-featurebase-content-key="6520128283792ce28b5de2c5/article/69efdf2947d91eab4f91e8b3/019dd0ff-ba92-7b36-bceb-5ea29110061c/b64u-aW1hZ2UtMDE5ZGQwZmYtYmEwZS03ODY5LWI5N2UtY2NhOWI1NmQzZDM4LnBuZw.png" src="https://6520128283792ce28b5de2c5.featurebase-attachments.com/c/article/69efdf2947d91eab4f91e8b3/019dd0ff-ba92-7b36-bceb-5ea29110061c/b64u-aW1hZ2UtMDE5ZGQwZmYtYmEwZS03ODY5LWI5N2UtY2NhOWI1NmQzZDM4LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260429T190000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260429%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=156b99be06b0e824a912744955f741deab920ce384d646e7e09ce6f43d9d73c2" data-featurebase-content-filename="image-019dd0ff-ba0e-7869-b97e-cca9b56d3d38.png"></li></ol></div></div>

A step-by-step guide to generating reports.

Create a Report

Feedback

Roadmap

Changelog

District and school settings, LMS integrations (Canvas, Blackboard, Moodle), accessibility tools, email settings, system requirements, and IT configuration including domain whitelisting.

Setup & Administration

Pathful provides many accessibility options via UserWay.

Accessibility Options

This article provides an overview of the Admin Dashboard with links to related articles for each of the Admin functions.

Admin Dashboard Overview

Blackboard - Setting up LTI External Tool

Canvas - Adding LTI External Tool to a Module

Canvas - Uninstalling Application

This article explains how to change the Email settings for an individual school.

Change Email Settings- School Level

Closed Captions are available on all Job Shadowing and Life Skills videos.

Closed Captions

Create easy-to-find and helpful links that appear on your users' dashboards.

Create a District Resource Post

A step-by-step guide for how to Create, Edit, and Remove Subjects from district offerings.

Create and Edit Subjects

This page provides an overview of the general District Settings page with links to additional articles that further explain each of the settings.

District Settings- General

This article explains how to toggle on/off grade levels in Planner and which grade levels have access to Planner.

District Settings- Licenses

Edit or Remove District Resource posts as needed.

Edit or Remove a District Resource Post

Moodle - Setting up LTI External Tool

Understanding the Admin / Teacher Dashboard and how to use the quick links provided on the dashboard.

Overview of Admin & Staff Dashboard

What sites does my school need to whitelist for a smooth connection to Pathful?

Pathful Domains for IT to Whitelist

This page provides a list of system requirements required for Pathful.

Pathful System Requirements

This article provides an overview of the school-level settings and links to articles about each setting.

School Specific Settings

This article explains how to set the Enrollment Window at the School level.

Set the Enrollment Window- School Level

Review this article for assistance using Zoom for your live Pathful connection.

Setting Up Your Zoom Technology for Live Pathful Connections

Spanish translation is available for all Job Shadowing videos and assessments.

Spanish Translation

Read detailed information about a postsecondary school.

View Details about a School

What are Pathful domains that my network should whitelist?

White Label Site Settings

Build, run, and export reports for assessments, assignments, career journals, videos watched, and student activity. Includes custom reports, group-specific reports, and data downloads.

Reports & Data

This article explains what to do if a student reports incorrect data in the Guided Welcome.

A Student Reports Incorrect Data in the Guided Welcome

This article explains how to add a Shared Group to your reports.

Add a Shared Group to a Report

Build and Export Custom Reports

This article explains how to complete a school report for a student and submit it to Common App.

Complete a School Report

This article shows you how to run reports specific to groups you have created.

Create Group Specific Reports

Creating Reports

View and download a PDF of your work or activity within Pathful Explore.

Download My Work or Activity

This article explains the Final Report and how to complete it within Pathful Explore.

Final Report

A step-by-step guide for viewing a student's My Plan or Portfolio.

Generate a Report for Student's My Plan or Portfolio

This statistical report provides statistical data about the activity of the users on your license.

License Level Report of Users Activity

This article offers an overview of the reports.

NEW! Generate A Report

This article explains the Students Per Pathway Report and how to use it.

Report:  Students Per Pathway

This article explains the Students Without Counselors Report and how to use it.

Report:  Students Without Counselors

This article explains how to generate a report showing a list of students assigned to a counselor.

Report: Students Assigned to Me

This article explains the School Report and how to complete it within Pathful Explore.

School Report

Understanding Report Options in Pathful

How to create and export a User Overview Report.

User Overview Report

A step-by-step guide for Counselors on viewing and exporting a student's Activity Log.

View a Student's Activity Log

The Activity Profile allows users to view all of their activity within Pathful Explore.

View My Activity

A step-by-step guide for students about how to view and export their Plan Change Log.

View My Activity Log

A step-by-step guide for Admins about how to view and export a student's Change Log.

View the Student Activity Log

College search, comparison, scholarships, transcript requests, and Common App integration. Includes the FERPA waiver, counselor and teacher recommendations, and college documents.

Postsecondary & College

Learn how to add schools to Common App using Pathful.

Add Colleges to Common App

This article explains how to add colleges to your Common App account from within Explore.

Add Colleges to Common App from Explore

Locate and complete additional reports and forms to a student's Common App account.

Additional Reports and Forms in Common App

This article explains how to cancel a transcript request.

Cancel a Transcript Request

This article explains how a counselor or staff user can cancel a transcript request made by a student.

Cancel a Transcript Request-Counselor

This article explains how to use the Colleges Applied To Report.

Colleges Applied to Report

This article explains how to use the Common App Form Statuses Report in Explore.

Common App Form Statuses Report

A step-by-step guide for educators to link with Common App via Pathful.

Common App Setup Process for Counselors and Teachers

A step-by-step guide for linking your Common App account to Pathful so all of your college and career readiness resources are in one convenient place.

Common App Setup Process for Students

A guide for how to compare previously favorited colleges.

Compare Colleges

You can compare up to three schools, adding and removing schools as needed.

Compare Postsecondary Schools

Complete your FERPA waiver to fully integrate your Common App account with Pathful.

Complete the FERPA Waiver

This article explains how to link Pathul Explore with Common App.

Connect to Common App

Connect your Common App account to Pathful, so all your college and career readiness resources are in one, easy-to-use place.

Connect to Common App as a Student

Use this tool to create a postsecondary plan based on your desired level of education and career choice.

Create a Postsecondary Plan

This article defines all of the statuses in the transcript request process.

Definitions of Transcript Request Statuses

How to use the My Colleges function to favorite a school and revisit that college's page.

Favorite a College

Favorite schools to easily find them later.

Favorite a Postsecondary School

Favorite scholarships so you can easily find them later.

Favorite a Scholarship

This article explains how to add postsecondary years to the Course Plan.

Include Postsecondary Years on the Course Plan

Invite your counselor to your Common App so they can submit forms and a recommendation for you.

Invite a Counselor

Invite teachers to your Common App so they can submit recommendation forms on your behalf.

Invite a Teacher

This article explains how to disconnect a Common App account and reconnect using a different account.

Link a Different Common App Account

The Postsecondary Plan function helps users create an education and career plan. The Plan can be edited as needed.

Make a Postsecondary Plan

This article provides an overview of the My College Documents page, including how to request a transcript be sent, request statuses, and how to cancel a request.

My College Documents

This article explains the student's Common App Dashboard within Explore.

My Common App Dashboard

This article provides an overview of the Forms required in Common App and links to how to complete the forms within Pathful Explore.

Overview of Common App Forms

This article explains how to request your high school transcript be sent to a college or university.

Request a Transcript Submission

A guide to using the College Search function.

Search for a College

Use detailed filters to locate postsecondary schools.

Search for a Postsecondary School

Search for scholarships using detailed filters.

Search for a Scholarship

This article explains how to search for private scholarships based on the filters you apply to the search.

Search for a Scholarship QC-338

This article explains how to see a list of all student transcript requests.

See all Transcript Requests

This article explains how to upload a student transcript.

Send a Transcript

This article explains how to get started using Common App within Pathful Explore.

Set Up Common App in Explore

This article explains how to view a list of all transcript submission confirmations.

Verify a Transcript Submission

Create and manage career pathways, student plans, goal setting, postsecondary plans, and credentials. Covers plan submission, approval workflows, and the Lifestyle Calculator.

Pathways & Plans

This article explains how to add subject and grade requirements to a new or existing Pathway.

Add Pathway Requirements

A step-by-step guide for how to approve or deny an individual student's Plan.

Approve a Student's Plan

This article explains how to Clone a Pathway in order to create a new Pathway without having to completely start over.

Clone a Pathway

Complete the Student Plan Checklist tasks to create a personalized plan for your education and career goals.

Complete your Student Plan Checklist

A step-by-step guide for how to create a Pathway.

Create a Pathway

This article explains how to create and edit Primary Pathway scaffolding.

Create and Edit Pathway Scaffolding

The Goals function allows users to create short-term and long-term goals. Goals can be edited after they are created.

Create Goals

This article provides an explanation of Categories and how to create a Pathway Category.

Create Pathway Categories

This article explains Primary and Secondary Pathways.

Definition of Primary and Secondary Pathways

This article provides definitions of all the of the Plan Statuses in Course Planner.

Definitions of Plan Statuses

This article explains how to set additional years at the school level for display on the students' Course Plan.

Display Additional Plan Years- School Level

A step-by-step guide for how to edit an existing Primary or Secondary Pathway.

Edit a Pathway

This article explains how to add and remove courses from your Plan prior to submitting it to your Counselor or Advisor for review.

Edit My Plan

A step-by-step guide for how to edit and delete existing Pathway Categories.

Edit or Delete Pathway Categories

This article explains how to edit Pathway requirements.

Edit Pathway Requirements

This article explains how to export a copy of My Plan to a PDF.

Export a PDF of My Plan

This article explains the process of Getting Started in Course Planner. You begin with Subjects, Courses, and then Pathways. It also contains links to other relevant setup articles.

Getting Started in Pathful Planner:  The First Steps

This document shows how to effectively utilize the different features and content of Pathful Explore throughout the high school years.