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How do I create a dynamic watchlist?

Updated May 28, 2021

Watchlists allow you to track and easily view key metrics for selected groups of students. You can create a dynamic watchlist by specifying criteria through a wizard-style interface. The watchlist then automatically includes students based on the criteria.

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 Dynamic Watchlist

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

Specify Criteria

A dynamic watchlist allows you to specify criteria that determines which students you want to observe in the watchlist.

To specify criteria, locate the criteria you want to use and click the Expand icon [1].

Enter criteria filter details [2].

Add Additional Criteria Filter

To specify additional filters using the same criteria, click the Add icon [1].

Enter additional criteria filters [2].

Review Criteria

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

Then, click the Next button [3].

Note: There is no limit to the number of criteria you can specify for a watchlist.

Select Columns

Select Columns

On the Select Columns tab, you can select the columns that display on the watchlist table.

In the Standard Columns section, 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 for the distribution curve, select an option from the Default Distribution Curve drop-down menu [3].

In the Search Criteria Columns section, select columns related to criteria by clicking the toggle switches [4].

To continue, click the Next button [5].

Preview Watchlist

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

Save Watchlist

Save Watchlist

On the Save tab [1], save the watchlist. Enter a name in the Watchlist name field [2]

To save the watchlist, click the Save button [3].

You can now view and manage the watchlist.

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