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MERITARIA HELP CENTER

Help for every stage of your scholarship program.

Choose a topic for current setup instructions, student guidance, and troubleshooting.

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Administrators

Reports, renewal, and archives

Export useful records and distinguish an expired application from an archived or deleted record.

1Export reports

  1. Open Reports & exports and select the relevant application form, scholarship, or reporting scope available in the view.
  2. Review applicant totals, awards, and filters before exporting.
  3. Store downloads securely and share only with authorized people.

2Require renewal

  1. In the form editor, enable the renewal/expiration option and set its date when students must reapply after that date.
  2. Use manual expiration when an administrator needs to end an individual application’s active period.
  3. Review expired records in Archived students and prepare renewal messages in Communications.

3Retain or remove records

  1. Archiving retains history; it is not the same as deleting it.
  2. Review your organization’s retention rules, student choices, and any applicable recordkeeping requirements before deleting records.
  3. Confirm exports and completed award records before closing out a season.