How do I generate a report listing all My Checklist items?

The "All Active Student Profile Checklist Items" report is a tool that allows you to generate an overall view of the to-do's assigned to all of your students. You can sort the to-do's by student or by task, and filter them by graduation year and completion status. 

How to Create a Student Checklist Items report

1. Navigate to the Students Main page and click on the "All Student Checklist Items" in the Reports section located in the left-hand column
   
2. A new dialog window will open with a list of all of the Active Student Checklist items
3. Select the graduation year(s)
4. You can change the sort order of these by clicking the Column Headings (i.e. Student or Complete-by)
5. You can sort multiple columns simultaneously by holding down the Shift key and clicking on a second Column Heading
6. You may additionally filter the report by the following columns:
   1. Student Name
   2. Item title
   3. Complete by date
   4. Progress
   5. Assigned consultant (for multi-consultant teams)
      

How to manage My Checklist Items

Individually

You can further manage the checklist items by clicking on the title. A pop-up will appear allowing you to edit the details of the item. 

Mass Update Checklist item statuses

1. Select the desired items by using the checkboxes adjacent to the student names
   
   
2. Alternatively, if you have filtered the checklist items and would like to edit the statuses of all items on your screen, use the "Select all" option
   
   
3. Click the "Edit Selected" button and change the to-do statuses from the next screen