# Transcripts Dashboard

The **Transcripts Dashboard** serves as the centralized workspace for managing all incoming transcripts. It offers Credit Officers a real-time, organized view of each transcript’s status—from initial upload through data extraction, course matching, and final evaluation. The dashboard enables users to monitor the full lifecycle of a transcript, identify processing errors or unmatched items, and take timely action to ensure accurate and efficient evaluations.

The **Transcripts Dashboard** is shared across all modules (**High School, College, and Military**). When multiple modules are enabled, users can view and manage all transcript types within a single, unified dashboard.

{% embed url="<https://demos.processmaker.com/demo/cmnz9uz5h01osuv0jya2x2gmq?utm_source=link>" %}

## Transfer Credit Statistics

At the top of the Transcripts Dashboard, users have access to key performance indicators (KPIs) that provide a high-level overview of transcript activity over a selected time period. These metrics help stakeholders monitor system performance and identify trends in transcript processing.

The dashboard displays the following metrics. Click a tile to filter cases by [transcript status](#status-indicators) (except **Automatched Courses**).

<table data-view="cards"><thead><tr><th align="center"></th><th></th></tr></thead><tbody><tr><td align="center"><strong>All Transcripts</strong></td><td>The total number of transcripts that have been uploaded, regardless of their current status.</td></tr><tr><td align="center"><strong>Ready to Transfer</strong></td><td>The number of transcripts that have been successfully processed and contain all required information for evaluation.</td></tr><tr><td align="center"><strong>Needs Review</strong></td><td>The number of transcripts that are valid but missing key information and therefore require user attention to complete them.</td></tr><tr><td align="center"><strong>Automatched Courses</strong></td><td>Indicates the percentage of successfully auto-matched courses out of the total number of parsed courses.</td></tr><tr><td align="center"><strong>In Application</strong></td><td>The number of transcripts that are currently in use within an active Transfer Credit Evaluation (TCE) application.</td></tr><tr><td align="center"><strong>Failed Transcripts</strong></td><td>Transcripts that could not be processed due to missing or unreadable critical data.</td></tr></tbody></table>

{% hint style="info" %}
**Tip:** You can adjust the **Date Range** filter (e.g., Last Month) to view metrics for different reporting periods.
{% endhint %}

***

## Key Features

### Structured Overview

A centralized, sortable table lists all uploaded transcripts, grouped by student. Each row displays key metadata, including:

* Case ID
* File Name (click on the filename to view details of the transcript)
* Student ID
* Student name
* User name who uploaded the transcript
* Institution name
* Transferability Status
* Date Updated (The date when the transcript file was uploaded to the system)
* Type of institution (College, High School, or Military)
* Source Type: manual or bulk upload ([SFTP](/higher-ed/transfer-credit-applicant-military/transcript-intake-and-processing.md#bulk-transcript-intake-sftp))
* Processing Status (See [Status Indicators](#status-indicators))
* Actions:
  * **Preview**: Opens the uploaded file in a new tab, allowing the user to view and download it.
  * **Review**: Opens a screen where the user can view and manage all information extracted from the uploaded file, including reviewing the extracted data and making updates as needed.
  * **Delete**: Remove the transcript (with confirmation dialog)

### Advanced Filtering and Sorting

The dashboard provides advanced filtering and sorting capabilities to help users quickly find and organize transcript records. Every column in the table supports filtering and sorting, allowing users to refine results and view data based on the criteria most relevant to their workflow.

### Status Indicators

Transcripts are labeled with color-coded status tags and can be filtered by current state:

* `Draft`: A case has been started.
* `Processing` : The transcript is currently undergoing data extraction. No user actions can be performed at this stage.
* <mark style="background-color:$warning;">`Needs Review`</mark>: The transcript is valid but missing key information such as the student’s name, institution, or course list. User intervention is required to complete or correct the data.
* `Reprocessing`**:** The transcript is being processed again to verify equivalency rules and/or to re-evaluate the student and institution matching.
* <mark style="background-color:$success;">`Ready`</mark> : The transcript has been successfully processed and contains all required information. It is eligible for use in a transfer credit application.
* <mark style="background-color:blue;">`In Application`</mark>: The transcript is currently in use within an active Transfer Credit Evaluation (TCE) application and cannot be edited.
* <mark style="background-color:red;">`Failed`</mark>: The file is invalid or not recognized as a transcript. It cannot be processed.
* `To Be Claimed`: The transcript was uploaded via bulk intake (SFTP) and is available for a user with the TCO role to claim the case and begin working with the file.

{% hint style="success" %}
Transcripts that are processed successfully are marked with a green checkmark in the **Transferability** column.
{% endhint %}


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