Run reports on saved scholarships
userEducator Xello productXello 6-12 Time5 minutes

In Xello, students search for and save the scholarships they're most interested in. They can then access their saved list from the Scholarship matches page, or by clicking the heart in the top right corner of any page in Xello. This list makes it easy for them to track all the scholarships they plan to apply to and then update the status as applicable.

Meanwhile, you can run a report on how many students are interested in which scholarships, how many have applied, and how many have reported that they've won. You'll be able to view saved scholarships that are national, institutional, state, and school-added.

To get a different view of the data, run the report either by scholarship or by student. This way you can review each scholarship that was saved and which students saved it. Or, you can view each student and each of their saved scholarships.

Scholarships that are inactive will not be included in the reports.

FYIFYI: To learn how to group students based on report results, sort the lists in reports, filter the data, and more, check out Tips and Tricks with Reports.
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Run a report on saved scholarships

Run the Saved scholarships report to check out the top saved scholarships. You'll be able to view the scholarships most saved and by how many students. Dive into a scholarship to learn who has saved it, and if they've reported a status update.

To run reports on saved scholarships:

  1. From your educator account, click Reports and select College Planning.
    Left menu with Reports open, College Planning selected
    Click to enlarge
    Left menu with Reports open, College Planning selected
  2. In the tile called Saved scholarships, click the Select report dropdown and select Saved scholarships.
    Reports in the left menu in Xello is open with College Planning selected. On the main page, the Saved scholarships tile is highlighted. Inside the tile is an open dropdown called Select report. The options are Saved scholarships, and Saved scholarships by student.
    Click to enlarge
    Reports in the left menu in Xello is open with College Planning selected. On the main page, the Saved scholarships tile is highlighted. Inside the tile is an open dropdown called Select report. The options are Saved scholarships, and Saved scholarships by student.
  3. In the graph, view the top 5 saved scholarships and how many students have saved each one. Click on a scholarship name in the list below for more details.
    Click to enlarge
  4. From the scholarship page, you'll be able to see which students saved it, when they saved it, and what their self-reported status is.
    Click to enlarge
  5. You can also add the students to a new or existing group, or send them a message.
  6. Clicking on the student's name will open their student profile to the Saved options tab where you can view all of their saved scholarships.
    Click to enlarge
TipTip: Narrow the data on the list to zero in on the information. From the top right of the list, click Filters, choose the filters to add and click Apply. To add or remove table columns, or to export the table to a spreadsheet or .csv file, click Data Options.

Run a report on saved scholarships by student

Running the Saved scholarships by student report will let you check out how many scholarships each student has saved and which ones.

To run a report on saved scholarships by student: 

  1. From your educator account, click Reports and select College Planning.
    Left menu with Reports open, College Planning selected
    Click to enlarge
    Left menu with Reports open, College Planning selected
  2. In the tile called Saved scholarships, click the Select report dropdown and select Saved scholarships by student.
    Reports in the left menu in Xello is open with College Planning selected. On the main page, the Saved scholarships tile is highlighted. Inside the tile is an open dropdown called Select report. The options are Saved scholarships, and Saved scholarships by student.
    Click to enlarge
    Reports in the left menu in Xello is open with College Planning selected. On the main page, the Saved scholarships tile is highlighted. Inside the tile is an open dropdown called Select report. The options are Saved scholarships, and Saved scholarships by student.
  3. In the table, view the list of students who have saved a scholarship. You'll be able to view how many scholarships the student has saved and which ones. Scrolling to the right, you can view the deadline for each scholarship, when the student saved it, and the self-reported status.
    Saved scholarships by student report. Three students have multiple saved scholarships visible.
    Click to enlarge
    Saved scholarships by student report. Three students have multiple saved scholarships visible.
  4. You can also add the students to a new or existing group, or send them a message.
  5. Clicking on the student's name will open their student profile to the Saved options tab where you can view all of their saved scholarships.
    Click to enlarge
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