Enrollment Status Search

The Enrollment Status search in Search & Reports finds students who are currently in a specific enrollment status, or who entered a status at any point during a selected term, with filtering by enrollment type (new, returning, or both).

💡Quick Answers

• How do I search for students by current enrollment status? In Search & Reports, select Enrollment Status, choose 'Is currently,' select one or more statuses (such as Enrollment in Progress or Enrolled), and set the enrollment type filter.
• What is the difference between 'Is currently' and 'Became'? 'Is currently' returns students in the selected status right now; 'Became' returns anyone who entered that status at any point during the term, even if they have since moved on.
• Can I filter enrollment status results by enrollment type? Yes, choose between New & Returning Students, New Students only, or Returning Students only when setting up the search criteria.
• What can I do with the search results? Send bulk communications, save the search for future use, or use the Edit menu to update statuses or fields in bulk; see Roles & Statuses Explained for a full status reference.

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How-To: Run an Enrollment Status Search

To get started, click on the Search & Reports tab at the top of your Finalsite Enrollment site.

To search by enrollment status, you will set the following criteria:

• Search criteria type: "Enrollment Status".
• Select "Is currently" or "Became"* (see below for more information)
• Select one or more enrollment status(es) from the drop-down menu provided.

You will also choose which Enrollment Type to filter by:

• New & Returning Students
• New Students only
• Returning Students only

*Searching for status "is currently" will pull any contacts that are currently in the selected status(es) for the term. Searching for status "became" will pull historical data and show you anyone that was previously in the selected status(es), for the term, during the time frame selected. Therefore, if you search for anyone that 'became' Enrollment in Progress at any time, you’ll notice some contacts will still be in an Enrollment in Progress status, while others may have moved on to other statuses such as Enrolled, Mid Year Withdrawal, etc.

When running a 'became' status search, you can choose a timeframe from several options.

Example Search Scenarios

1. Find new students who are currently in a status of Enrollment in Progress with a Contract Status of 'Generated'.

2. Find new and returning students who are currently in a status of Enrollment in Progress, with a complete Contract and an incomplete Deposit.

You could then use this search to follow up by email, text, or mail with families who still need to complete the deposit payment. You can also save the search for future reference and name it Complete Contract/Incomplete Deposit.

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Additional Resources

• Office Hours & Past Session Recordings
• Roles & Statuses Explained
• Search Overview