Support

This feature is only available to Overgrad Pro customers. Please connect with an Overgrad rep if you are interested in learning more. 

This article will review the Dashboard, Milestone Report, and Student Report features of Milestones. If you'd like more information on customizing your Milestone Library see this article or if you'd like more information on Milestone Plans see this article. 

Dashboard

The Dashboard tab for Milestones allows educators to see an overview of Milestone completion, click into specific milestones to see a student list based on completion status, and export completion information. Filters at the top of the page impact both what's exported, and what data will be shown in the charts. 

To access these features, click on Milestones from the Communication dropdown menu

The top graph in the dashboard will show on overview of all Milestone Completion Totals. To see more specific data, click on any part of the bar chart to see the list of students and milestones associated with the selected completion status (complete, incomplete, not completing). 

Below Milestone Completion Totals is a breakdown of Milestones by grade level that show grade-level specific milestones and completion rates for each one. Click on the bar graph to access a pre-filtered Milestone Report list to see which students have the selected completion status for each milestone.

Milestone Report

The Milestone Report tab allows educators to perform bulk action for Milestones, individually update Milestones, and export completion information. Filters at the top of the page impact both what's exported, and to which milestones bulk actions are performed. We recommend using filters (explained at the bottom of this article) when exporting or performing bulk actions for Milestones. 

Educators can individually update the status of Milestones or the Counselor Verification by selecting the completion status and/or clicking the box for counselor verification. Note: if a milestone is auto-tracked it will be designated with an asterisk (*) and educators will not be able to change the status.

Milestone Bulk Actions

Use the filters and open boxes on the left of the table to select the milestones on which to perform bulk actions.

Clicking the open box next to Milestone will select all milestones on the page (shown below). Once the milestones are selected, click on the ellipses:

Next, select the action to apply to all selected milestones

Bulk Actions include the following options:

• Update Status: change completion to incomplete, completed, or not completing (if it's not an auto-tracked milestone)
• Verify Milestone: adds counselor verification of completion, regardless of if counselor verification is required. 
  
• Remove Verification: removes counselor verification if previously verified
• Send Message: sends a bulk message to all students selected
• Add Note: adds a note to the selected milestone for all students selected

Student Report

The Student Report tab provides an overview of milestone completion by individual student and allows educators to individually update milestone completion status. Each row represents one student along with any Milestone Plans they are assigned to, # of completed milestones, # of remaining milestones, and current status of each of their assigned milestones.

Educators can click on any milestone status to update (as long as it is not an auto-tracked milestone)

Exporting Milestone Completion

To export Milestone data, click on the Export button on the right side of the screen.

Applying Filters

Filters provide a method for streamlined exporting and strategic use of bulk actions. In order to apply a filter, click on any of the relevant pills to open the menu of options to include

Multiple filters can be applied at once and will show as a filled grey oval with a number in parentheses for the number of options selected for that filter (see Grad Years and High School below)

Filters applied will stay applied, even after navigating away from this page, until filters are reset, either manually by clicking into the filter or all at once using the "reset filters" option:

Each filter is described below. 

• Academic Year: will show active milestones for the school year selected; only grade-level specific milestones will display on the table based on the year selected
• Grad Year: will show milestones for all students in the graduation year(s) selected and defaults to showing all active grade levels for the current school year
• Grade Level Assigned: will show milestones only for selected grade-levels
• Student: uses auto-fill search to include milestone information for single or multiple students
• Counselor: uses auto-fill and dropdown search to view milestones by students' assigned counselor; if students do not have an assigned counselor, they can be viewed by selecting the "No Counselor" option
• High School: available for district leaders to include milestone information for single or multiple high schools
• Milestone: uses dropdown and multi-select to include single or multiple milestones; milestones are organized by grade level just like on the Manage tab
• Milestone Plan: available for districts who have created additional plans and assigned students to plan-specific milestones
• Milestone Active Dates: will show milestones that have active dates within a specified date range
• Milestone Due Date: will show milestones that have due dates within a specified range, or that don't have a due date
• Status: uses single or multiple select to show milestones based on completion
• Verification Required?: will show milestones that either require or don't require a counselor verification
• Counselor Verification: uses single or multiple select to show milestones based on if a counselor has verified completion of the milestone, regardless of if verification is required
• Tracking: displays if the milestone is tracked manually (by student or counselor indicating that the milestone is complete) or automatically (by student use of Overgrad features)
• Advanced Filters: allows users to apply the same filters used in student lists, including any custom fields, to the reporting tools