Recruit and Advise Students: Student Profile

This article provides an overview of the Student Profile page within Transferology® Lab. The below information presumes familiarity with Recruit Students and Advise Students. Please review before proceeding. 

In this article:


When exploring transfer options within Transferology®, a student can Request Information from a school. All student requests are copied or routed to Recruit Students within Transferology® Lab. If the student requested Advising or Program information, the request is also copied/routed to Advise Students

The courses, standardized exams, and military credits the student entered into Transferology are available to the school within the Student Profile page, which is accessible via a Name hyperlink within Recruit Students and Advise Students. Programs run by the student (either all, or only those run at the school being contacted - depending on student election) are also available within the Student Profile.

To navigate to the Student Profile from within Recruit Students:

  1. Go to Advising & Recruiting.
  2. Select Recruit Students.
  3. The Active Leads tab is selected by default. Select the hyperlinked student Name.
    • See Recruit Students for instructions regarding filtering and/or un-archiving leads. 
      • The Student Profile cannot be accessed via the Archived Leads tab.

To navigate to the Student Profile from within Advise Students:

  1. Go to Advising & Recruiting.
  2. Select Advise Students.
  3. The Needs Advising tab is selected by default. Select the hyperlinked student Name
    • See Advise Students for instructions regarding filtering and/or re-opening requests. 
      • The Student Profile cannot be accessed via the Done Advising tab.

Selecting the hyperlinked student Name brings the user to the Student Profile page:

The Student Profile contains two tabs:

  1. Courses 
  2. Programs

In addition, on the right is the biographical/contact information of the student. Student First Name, Last Name, and Email are required when creating a Transferology® account. Students can optionally provide City, State, Zip, Country, Address, and Phone Number. 

If the student's email is verified, a green checkmark will appear to its right: If the email is unverified, a question mark will appear to its right:


Student courses are listed by institution and then by course number:

In the example above, the student has entered one Advanced Placement standardized exam and four CollegeSource Community College courses into Transferology®. 

Within the Courses tab, the following actions are available: 

  1. View matches
  2. Create Bundle
  3. Export

View matches

Select View Matches to see the student's Match results. The Transferology® Lab user's college will appear at the top (My School). 

  • Scroll through the results, ranked from highest to lowest % Match. 
  • Use the Sort and Filter options to the right to narrow results to specific needs/preferences.
  • Select the Return to the top button at the end of the Match results to quickly navigate back to the top of the list.

Use the View <student's> courses button to return to the previous screen:

Select the % Match next to the school name to view the Match results:

  • Matches indicates how courses may transfer (assuming they are completed with passing grades).
  • Misses indicates which courses do not transfer, as well as possible Matches if additional courses were taken.
  • Maybes indicates which courses have not been reviewed for transfer. They may or may not transfer.

TES Mode

When students reach out to a school through Request Information, it is often because there is an interest in having courses evaluated for transfer. Colleges with a TES® subscription can use the TES Mode feature within Transferology® Lab  to send courses from the Maybes tab for review in TES, without having to leave the Lab. See TES Mode for more information.

View Program Information

Select View Program Information within the School Profile to see how the student's courses will apply to the Program the student expressed interest in. See How to View Program Information for details.

Create Bundle

To create a Course Bundle from the Student Profile, select + Create Bundle. This course grouping will be available within Course Bundles within the Advising & Recruiting menu. 

The bundle will be named using the following convention: Student First Name + Last Name + Date Bundle Created (MM/DD/YY). 

  • Example: Sarah Hatfield 12/13/2022


An Export button is available in the upper-right corner of the Courses tab. Selecting Export will configure the student data on the current page into a CSV file, which can be opened in Microsoft® Excel. Included in the export are: Email, IPEDS ID, School, Course, Title, Term, and Hours.


The Programs tab contains a hyperlinked list of the Programs the student has run within Transferology®. If the student did not select the Only share programs for this school. checkbox when Requesting Information from the college, all Programs will display. If the checkbox was selected, only those from the school contacted would appear.

Column/Icon Screenshot Description
Date Date and time the audit was requested
Program Name of Program

Select the hyperlinked name to view the audit
School The school the audit originated from
Viewing Other Courses From If an institution is listed:
  • The student applied additional courses not listed in the Student Profile at the time the audit was ran. These additional courses are from the institution listed.
If an institution is not listed:
  • No additional courses from another institution were applied to the audit. 
Status A green checkmark indicates the audit successfully completed
A white exclamation mark inside a blank triangle or circle indicates the audit did not complete due to an error
A spinning wheel indicates that the audit is still attempting to process

Run Program

From the Student Profile, select Run Program to generate a new audit using the student's Courses. The Programs page will appear, with a list of Program Names

Select Program Information to be taken to the program information page. Here, view Program Information and Transfer Information links, the School Profile, and/or select See how your courses might count toward this program to initiate an audit request. Follow the series of prompts that appear.

Select Run Program to be taken directly to the audit prompts.


An Export button is available in the upper-right corner of the Programs tab. Selecting Export will configure the student data on the current page into a CSV file, which can be opened in Microsoft® Excel. Columns are named and ordered as indicated below: Date, Program, School, Viewing Other Courses From, and Status (Complete, Processing).

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