All Collections
Navigator Resources (6-12th Grade)
Reporting Tools
Educators: How to Create Groups in Navigator
Educators: How to Create Groups in Navigator

Groups allow admins and educators to easily monitor student progress and view actionable insights.

Updated over a week ago

What is grouping?

Grouping is the ability to manage and review a specific category of students based on reports, name, grade, etc.

How does grouping benefit educators and administrators?

Grouping enables you to manage and track specific students' progress and activities to provide you with actionable insights.

There are a variety of ways to create groups based on your needs. Below are a few examples of how to create groups.

How to Create a Group Based on Reports

These instructions can be used to create groups based on any report result, for example, individuals that need to complete a specific task or a group of individuals that have similar interests, skills or work values.

1. Go to the Reporting Home and run the report of your choice.
2. Select the students you want by highlighting the names
3. Select Add Student to Group
4. You can either select Create a New Group or Add to Existing Group

How to Create a Group Based on School Roster

These instructions can be used to create groups in the following instances: Advisory groups, specific class periods, specific counseling groups, and more.

1. Go to Organize Students and Groups
2. Select Create a Group
3. Enter a group name
4. Select from school(s) available to you
5. Provide a written description of group if desired
6. Select the search icon
7. Type in each student from your roster
8. Select the (Add +) Icon
9. Once you’ve added all students, scroll down and review all students in your group
10. Once finished select Create Group.

How to Create a Group Based on Grade Level

1. Go to Organize Students and Groups
2. Select Create a Group
3. Enter a group name
4. Select from school(s) available to you
5. Provide a written description of group if desired
6. Select Advanced Filters
7. Select the grade(s)
8. Select Apply
9. On the left-hand side, click on the selection box containing the list of current grouped students, then select Add Students
10. Review group and select Create a Group

How to Create a Group Based on Student Last Name

1. Go to Organize Students and Groups

2. Select Create a Group
3. Enter a group name
4. Select from school(s) available to you
5. Provide a written description of group if desired
6. Select Advanced Filters
7. Select the grade(s)
8. Select Last Name by Student
9. Select Apply
10. On the left-hand side, choose the selection box of list of current grouped students, then select Add Students
11. Scroll down to review your group and select Create a Group

How to Copy & Share a Group to Another Individual at My School

These instructions can be used to copy a group to another administrator or educator that needs access to the group that you made. Any changes you make after the group has been copied to another educator will not be reflected in the copied group.

  1. Go to Organize Students and Groups

  2. Go to Group List

  3. Identify the group you want to copy and select Copy Group

  4. Determine the user you want to copy the group to

  5. Select Copy Group to User(s)

    1. Note: Users will not be able to make changes to the original group, nor will they be able to see students' information if they don't have access to that organization or site.


Customer Support

Available Monday – Friday, 7:00 a.m. to 5:00 p.m., CST.

Call us at 877.999.6227

Did this answer your question?