---
title: Managing Student Groups
description: This guide provides information on creating student groups using customizable filter criteria. From County of Residence to Special Requirements, learn how to efficiently organize students based on various factors.
---

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July 16, 2024

# Managing Student Groups

## This guide provides information on creating student groups using customizable filter criteria. From County of Residence to Special Requirements, learn how to efficiently organize students based on various factors.

```
Table of Contents:
```

> [Step 1: Navigate to the Student Group Section](https://help.schoolpathways.com/knowledge/student-groups#accessing)
> 
> [Step 2: Create Student Groups](https://help.schoolpathways.com/knowledge/student-groups#filters)
> 
> [Step 3: Create filters from Data Sources](https://help.schoolpathways.com/knowledge/student-groups#Data)
> 
> [Step 4: Accessing and Utilizing Created Groups](https://help.schoolpathways.com/knowledge/student-groups#utlizing)
> 
> [Step 5: Using Student Groups in Create-A-Report](https://help.schoolpathways.com/knowledge/student-groups#Five)

#### Step 1:  Navigate to the Student Group Section

- - Sign in to your account in School Pathways. To create student groups in the system, users must have access to view student information.
    - Find the "Admin" section, typically located in the top navigation bar or within a drop-down menu. From there, navigate to student info and then select student groups.
      
      ![Student Groups Image 1](https://help.schoolpathways.com/hs-fs/hubfs/Student%20Groups%20Image%201.png?width=622&height=607&name=Student%20Groups%20Image%201.png)

#### Step 2: Create Student Group

- - On the "Student Groups" page, you will find options to create new groups or manage existing ones. Look for the green button located at the top to create a new student group.
    - A form or dialogue box will appear where you can specify the filter criteria for your group. Based on the provided information, you can filter students by various attributes such as County of Residence, Collections, Courses, etc.
    - Choose the filters that are relevant to your needs. You can select multiple criteria and combine them using "Any," "All," or "None" logic as required.  
      ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jun-10-2024-08-54-44-3290-PM.png?width=688&height=278&name=image-png-Jun-10-2024-08-54-44-3290-PM.png)
    - Group status indicates whether the group is active or inactive. By setting a group as inactive, it means that the student group cannot be utilized further.  
      ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jun-10-2024-10-12-48-2396-PM.png?width=536&height=91&name=image-png-Jun-10-2024-10-12-48-2396-PM.png)
    - Student Pool: You have the option to select from "All Students," choose specific individual students, or pick existing student groups within your system.   
      ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jun-10-2024-10-13-09-1355-PM.png?width=543&height=168&name=image-png-Jun-10-2024-10-13-09-1355-PM.png)
    - Proceed to the student group filter section and select the option to add a new filter.  
      ![Student Groups 2](https://help.schoolpathways.com/hs-fs/hubfs/Student%20Groups%202.png?width=688&height=299&name=Student%20Groups%202.png)
- #### Step 3: Create filters from Data Sources
  
    - Choose the filter criteria that best fits your needs, whether it relates to enrollments, county, or course. If no filters are applied to your group or students within your filter selection, no data will populate when attempting to use your student group.
    - You have the flexibility to handpick which students you want to include in your filter selection.  
      ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jun-10-2024-10-16-01-6912-PM.png?width=469&height=119&name=image-png-Jun-10-2024-10-16-01-6912-PM.png)
    - To incorporate data sources into your filter, simply click on the right side of the box and select the desired data source. By clicking "add value," the chosen value will appear at the top of the section. If you require data from multiple sources to refine your filter options, you can repeat the process to add more values.  
      ![3 studnet group](https://help.schoolpathways.com/hs-fs/hubfs/3%20studnet%20group.png?width=688&height=212&name=3%20studnet%20group.png)
    - Customize the dates to match the current school year, calendar year, or any previous year of your preference.

- #### Step 4: Accessing and Utilizing Created Groups
  
    - Now that you have created your student group, you can access it from the "Student Groups" section at any time to manage or utilize it.
    - These groups can help filter various pages, and more options may be added in the future. Currently, they are available on the following pages:
      
          - ADA Summary by Grade Level
          - Apportionment Detail by Gradelevel
          - Chronic Absenteeism Report
          - Comprehensive Student List
          - Student Summary
          - School Summary
          - Student Transcript Summary
          - Four-Year Cohort Graduation Report
    - You can also efficiently print documents in bulk for the students within your student groups using the mass print section in school pathways.
- #### Step 5: Using Student Groups in Create-A-Report (CAR)
  
    - When using the Create-A-Report (CAR) feature and working with the Students table, users have the ability to generate reports based on the student groups created in the student group section.
    - Navigate to the Create-A-Report (CAR) section and locate the student pool section. Select your student groups from the drop-down menu below to incorporate them into your report. Customize your report by choosing the necessary data sources, and it will be generated for the students within the group you have selected.  
      ![Screenshot 2024-07-16 at 7.43.55 AM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202024-07-16%20at%207.43.55%20AM.png?width=457&height=530&name=Screenshot%202024-07-16%20at%207.43.55%20AM.png)

 

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    - [Trigger Emails](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#trigger-emails)
- [Bottom Toolbar Features](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#main-content)

    - [Page Policies](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#page-policies)
    - [Collector](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#collector)
    - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs)
- [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content)

    - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars)
    - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video)
    - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos)
- [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content)

    - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports)
    - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2)
    - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1)
    - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin)
- [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content)

    - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour)

[![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en)

| [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us |
| --- | --- | --- | --- |

 

[mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com)

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "USA",
    "addressLocality" : "Portola",
    "addressRegion" : "CA",
    "postalCode" : "96122",
    "streetAddress" : "PO Box 432"
  },
  "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.",
  "email" : "hello@schoolpathways.com",
  "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png",
  "name" : "School Pathways",
  "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ],
  "telephone" : "866-200-6936",
  "url" : "https://schoolpathways.com/"
}
```