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For Counselors: Create and manage Saved Views

Cristina Hernandez Updated by Cristina Hernandez

In Scoir, a View is how you save your table setup, including filters and columns, so you don’t have to redo it each time. Scoir gives you a few built-in Views (e.g., Current Students) but you can also create custom Views with your own filters.

In this article, we’ll show you how to create and manage Views in the Student Roster. The same steps apply anywhere Views are available in Scoir.

Create a Saved View

To save a custom View:

  1. Go to the Student Roster (or any page in Scoir that supports Views).
  2. Now make any changes you'd like:
    1. Apply filters.
    2. Add or reorder columns, or adjust their size.
  3. A blue dot next to the Views button means you have unsaved changes.
  4. Click the Views button, then:
    1. To undo your changes, click Revert to Last Save.
    2. To save your changes as a new custom View, click Save as New View.
  5. Name your new View and choose whether you'd like to set it as your default. Then, click Add to save.

Once saved, the View will be available to all staff at your school.

Edit a Saved View

Views provided by Scoir cannot be edited or deleted.

Once you've created a View, you can edit it's name, filters, and columns.

  1. Go to the Student Roster (or any page in Scoir that supports Views).
  2. Click the Views button and choose the View you’d like to edit (if you’re not already viewing it).
  3. Make your updates:
    1. To edit a View's filters: Click Filters, make your changes, then click Apply Filters.
    2. To edit a View's columns: Click Columns, make your changes, then click Done.
    3. To edit a View's name: Click the Views button, then More Actions (⋮) next to the View > Rename. Make your changes in the inline text box, then click the checkmark to save.
  4. After you've made changes to your filters or columns, click the Views button then click Save Changes to the right of the View.

Set the default View

To set the default view that loads when you navigate to the Student Roster:

  1. Go to the Student Roster
  2. Click the Views button to see your list of Views
  3. Find the View you want to set as your default and click (⋮) > Set as Default. The View will now say "Default View" underneath it in the menu.

That View will now be labeled Default View and will load automatically each time you visit the page.

Delete a View

While Views provided by Scoir can't be deleted, you can remove any custom View:

  1. Go to the Student Roster
  2. Click the Views button to open your list of Views.
  3. Find the View want to delete, click More Actions (⋮) > Delete.
  4. In the confirmation dialog, click Yes to delete the View.

Deleting a View does not delete any student or college records, just the saved layout.

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For Counselors: Recording scholarships and awards for students

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