Creating and Managing Student Data Filters

Keep in mind...

Student data Filters can be used to provide additional data for each student's account, such as Major, Minor, College, Residence Hall, Class Section, etc.

Within each filter, you must define the possible values (e.g. if the filter is Business Majors, the cohort values might be similar to the example below: Marketing, Finance, Entrepreneurship, etc.).

How to create Student Data Filters:

1. From the Dashboard, click your name in the bottom left corner, navigate to Settings > Data

2. Select Create Student Data Filter.

3. The below form will pop up. Once selected, add the student data filter and fill in the remaining information. Once done, click Add student data filter in the bottom right.

• Review the questions at the bottom of the pop-up and switch the toggle to yes/no depending on your program's preferences.

4. If added correctly, you will receive a message confirming the new tag.

Editing Data Filters:

Within each Data Filter, you can:

• Add Cohort
• Add the # of students
• Remove the cohort
• Add the ability for  students to belong to multiple cohorts within a Data Filter
• Allow students to assign themselves to a cohort
• Update whether the filter can be used on the leaderboard 
• Delete the Data Filter

Adding Cohort After Creating a Data Filter:

1. In the Data Filter, click the button that says Add Cohort.

2. A box will pop up above your current cohorts, type the name of your cohort.

3. Click Save Changes.

Removing a Cohort After Creating a Data Filter

1. Move your mouse to the right of the cohort you are trying to remove, the word "remove" will appear.

2. Click Save Changes.

Adding the number of students in a cohort to a Data Filter

1.  Move your mouse to the # of students.

2. Move your mouse directly below the # of students box and a box with up and down arrows will appear, use the arrows or type a number in.

3. Click Save Changes.

Adding the ability for students to assign themselves to cohorts within a Data Filter

1.  Scroll down to the yes or no buttons, make sure allow students to assign themselves to a cohort is pointed to yes.

2. Determine if you want students to assign themselves to only one cohort or multiple, and change the button to single cohort or multiple cohorts.

3. Click Save Changes.

Updating if the Data Filter can be Used on a Leaderboard

1. Scroll down to the yes or no buttons, find should this data filter be used on the leaderboard and toggle yes or no. 

2. Click Save Changes.

Deleting a Data Filter

Visit the article Updating Account Information for Students to see how to assign and/or update student data filters for your students' accounts.