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How do I create a static watchlist?

Updated May 28, 2021

Watchlists allow you to track and easily view key metrics for selected groups of students. You can create a static watchlist by manually finding and adding students through a wizard-style interface.

Learn more about the kinds of watchlists you can create.

Create New Watchlist

Create New Watchlist

In the navigation menu, click the Watchlists link [1].

On the Watchlists page, click the Create new watchlist link [2].

Select Static Watchlist

Click the Static radio button [1], and then click the Next button [2].

View Select Student Options

View Select Student Options

A static watchlist allows you to manually specify the students you want to observe in the watchlist.

To add students to the watchlist using student IDs, click the Upload Student IDs button [1].

To search for students to add, click the Search button [2]. To filter the list of students based on criteria, locate the criteria filter and click the Expand icon [3].

Add Students via ID Upload

Add Students via ID Upload

Enter student identification numbers in the Upload Student IDs field [1]. Student IDs should be separated with a comma, a new line, or space. 

Click the Add Students button [2].

Add Students from Student List

To add students from the student list, click the Search button [1]

To filter the list of students before searching, locate the criteria in the list and click the Expand icon [1]. You can use multiple criteria filters for your watchlist.  

Add Criteria Details

Enter criteria details [1]. To specify additional filters within the criteria, click the Plus icon [2].

You can also apply filters from additional criteria.  

Search for Students

Selected criteria display at the top of the page [1]. To remove a criterion, click the Remove icon [2].

To view the filtered student list, click the Search button [3].

Add Students to Watchlist

To add students to the watchlist, click the Add button [1].

To continue, click the Next button [2]. To change the student list criteria, click the Modify Search button [3].

Select Columns

Select Columns

On the Select Columns tab, you can select the columns that display on the watchlist table. Click the toggle controls to show or hide columns on the watchlist [1].

To set the default time frame for a watchlist, select an option from the Default Time Frame drop-down menu [2].

Each standard column compares results to a distribution curve. To set the default comparison distribution curve, select an option from the Default Distribution Curve drop-down menu [3].

Preview Watchlist

On the Preview tab, review the Watchlist [1]. Then click the Next button [2].

Save Watchlist

Save Watchlist

On the Save tab [1], enter a name in the Watchlist name field [2]. To save your watchlist, click the Save button [3].

You can now view and manage the watchlist.

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