Checklist item searches in Search & Reports let you find students based on whether specific checklist items are complete or incomplete, or by the date those items were completed, within the current term.
💡Quick Answers
- How do I search by checklist item status? In Search & Reports, select the current term from the dropdown, then add a checklist item search criterion and filter by complete or incomplete for the item you want.
- Can I search checklist items from a previous term? No, checklist item status searches only reflect the current term a student is in within Finalsite Enrollment.
- Can I search by checklist item completion date? Yes, search by a preset range (such as within the last 7 or 30 days) or set a custom date range for completion.
- What can I do with checklist item search results? Use the Communicate menu to send bulk emails or letters, or use the Edit menu to bulk-update statuses or add notes to the returned students' records.
How-To: Run a Checklist Item Search
To get started, click on the Search & Reports tab at the top of your Finalsite Enrollment site.
Search for Checklist Items by Complete/Incomplete Status
Before adding your search criteria, you should select the Term to filter by from the drop-down menu. This will populate the checklist items specific to the year.
To search for checklist items based on their completion status, try the following examples:
1. Find Applicants who did not complete their personal statement.
You could then send a bulk reminder email to these families to go into the Parent Portal and complete the personal statement. You could also add columns with parent phone numbers to conduct follow-up by phone.
2. Find Applicants that completed their Application Form but did not complete their Application Fee.
This type of search is useful if you allow families to pay the application fee by paper check. Since the Application Fee checklist item will not be automatically marked as complete for paper check payments, you can use this search to go through and see which families to follow up with about completing the payment.
Search for Checklist Items by Completion Date
Checklist items can also be searched for by their completion date.You can search by a set number of days, such as within the last 7 days or 30 days, or by a specific date range.
1. Find Applicants whose Campus Tour date is within the last 7 days.
You could then send a bulk thank you email or letter to the attendees using the Communicate menu.
2. Find Enrollment in Progress (New & Returning) contacts whose Contract was completed today.
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