Custom filter options are school-specific filters, added by Finalsite Enrollment Support, that appear on all list pages, the Dashboard, and report pages to help you quickly segment students by commonly used fields.
💡Quick Answers
- How do I get custom filter options added? Contact Finalsite Enrollment Support to request them; custom filters can be added for any boolean, single-select, or multi-select field.
- How do I use filter options on a list page? Click the Filter Options button to expand the criteria, check the boxes you want to filter by, and click Apply Filters; click Clear Filters to reset.
- What are good candidates for custom filter options? Fields used often for targeted communications or checklist management, such as International Y/N, Boarding/Day, or Academic Interests; avoid fields with large option lists since those are easier to manage in Search & Reports.
- Where do custom filter options appear once added? On all list pages, the Dashboard, and report pages site-wide; they cannot be configured per page.
- Is there a limit on how many can be added? Yes, a maximum of 6 custom filter options can be active on your site.
In this article
Best Practices for Selecting Custom Filter Options
- Pick fields you'll use often to send targeted communications or for checklist management. Any one-off fields can be used within Search and Reports. Some examples include International Y/N, Boarding/Day, Academic or Athletic Interests, etc.
- Pick fields with smaller option lists. A "current school" single select field might not be a good option as there are too many results and would cause scrolling in the list page. This information can be reported on more easily within Search and Reports.
Additional Notes
- The Candidates in Review list has a specific place for you to add filters, under Settings > General > Review > Review List Columns & Filters. You can read more about this within our Review Settings: List Columns and Filters article.Â
 - You can have a max of 6 custom filter options added to your site.Â
How to use Filter Options
Filter options are found within the following pages: the Dashboard, the Admissions and Enrollment Report pages, and all of the List Pages within the Admissions and Enrollment tabs.
Within those pages, you can apply filter options to look for a specific subset of students.Â
- Select the filter options button to expand the filters.
- Check the boxes you'd like to filter by.
Select Apply Filters to filter by your selection or Clear Filters to remove your selection.
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