View latest transcript requests

userEducator Xello productXello 6-12 Time2 minutes

From your educator account, you can check up on how many students have been requesting their transcript be sent to an institution. You can also see how long ago the request was submitted, its request type, view the imported transcript, and more.

To find out which students have recently requested a transcript be sent:

  1. From your educator account, click Features and select College Planning.
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    • Or, from your dashboard, click the College Planning card.
  2. Next to Transcripts, click Manage.
    College Planning page open with Transcripts tile highlighted
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    College Planning page open with Transcripts tile highlighted
  3. The first page you’ve landed on shows the list of latest Requests and by default is ordered by most urgent.
    Transcripts page in Xello. View Latest tab is open
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    Transcripts page in Xello. View Latest tab is open
  4. Some of the actions you can complete on this page include: 
    • To view the student's profile and their College Planning tab, click their name. You'll be able to view their college application work in Xello, including the applications they're tracking, and admission decisions.
    • Sort the list by clicking on any column title.
    • Click Show inactive students to view students with open requests who no longer have an active account with Xello at your school (i.e. alumni).
    • Use the search bar and search by student name, grade, or student ID.
      Transcripts page in Xello with the search bar highlighted
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      Transcripts page in Xello with the search bar highlighted
    • To the far right of the student name, click the three dot icon to view or send the transcript, or delete the request.
    • Use the Filters to find transcripts by grade, group, institution, send-by method, transcript status and type, application status, or a combination of criteria.
      Transcripts filters in Xello
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      Transcripts filters in Xello.

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Transcript request notifications

Your Xello admin may have set Xello up for you to receive notifications via email when a transcript request has been sent. You can adjust when you get the email notifications. The four options are: 

  • Do not notify about any transcript requests
  • Notify when any student requests a transcript
  • Notify when an assigned student requests a transcript
  • Notify when a student in a group requests a transcript

You can update this setting in your educator profile.

  1. From any page in Xello, click your profile image dropdown, then click Profile.
  2. Scroll to the bottom and select which Transcript email notification you want to receive.
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  3. Click Save.

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Additional resources

  • pdfPDF
    PDFAdmin quick guide on transcript request notifications

    One-pager quick guide on how to set educators up with email notifications for student transcript requests.

  • pdfPDF
    PDFStudent quick guide on transcripts

    Quick guide for students on how to request transcripts, create an application tracker and view the progress of their transcript request.

    English
    Spanish
  • pdfPDF
    PDFHow educators send requested transcripts

    Use this quick guide to learn how to complete transcript requests from students, including how to import, send, and track the progress of the transcript.

  • webinarRecorded webinar
    Recorded webinarCollege Planning Tools in Xello

    Learn how Xello’s suite of College Planning tools can help you empower your US college-bound students stay organized and on track with college research, scholarships, and application tracking.

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