An Activity is like a tag or file label for anything you would like to track that may not be set up on a calendar with registration or on a checklist. Some examples of actions that you might record as activities in your Finalsite Enrollment site are fees paid by check, phone calls with parents, packets mailed, etc.
You can add, edit, and delete Activity Items within Settings > General > Activities. Activities can be seen on individual contact records under the Recent Activity section under the Summary tab.
In this Article
Run an Activity Search
To get started, click on Search & Reports > Search at the top of your Finalsite Enrollment site.
To search by the Activity type, you will set the following criteria:
- Search criteria type: Activity.
- Select a specific activity item from the Activity drop-down menu.
- Select Date is or "Date is not.
- Select the timeframe to search by, such as last week, next week, next 30 days, etc.
Example Search Scenarios
1. Find all contacts whose admissions status for the apply year 2026-2027 is currently Applicant, and whose activity Application Fee date is last week.
2. Find Applicants that had a Phone Inquiry activity within the last 60 days.
3. Find Inquiries that had an Online Inquiry between two specific dates.
4. Find Accepted contacts who have an Open House date after today.
Activity Search Results
After entering your search criteria and clicking Search, the specific Activity Type you selected will automatically appear as a column in your report.
Please note that this column displays only the date the activity was added to the student’s record. The search results will not include additional details, such as descriptions or the specific notes linked to that activity.
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