Admissions managers and staff can use the Contracts List task to search for contracts using specified criteria, such as all Day School contracts which have not yet been signed for students who applied or (re)enrolled in the Upper School.
From onBoard, select Lists and then select Contracts List.
Customize your view by choosing which columns of data should appear. Select Choose columns, select the columns to include, and select Apply changes.
Select the column header. Drag and drop it to the desired location.
Select Filter and choose the criteria to include. For some filters, such as admission staff, you can select multiple criteria values. Then select Apply filters.
The currently applied filters appear above the column headers. To clear a filter, select X. The list results update to show the previously excluded information.
Select a column header to sort by that information. Select it again to reverse the sort order.
Select + New. A duplicate of the existing list appears in a new tab.
After you adjust a list to show only the information you want, consider saving it for future use.
Select Save, enter a name, and then select Save.
Select Open. Then browse to or search for the existing list. If multiple users have saved lists, you can select Only my lists to limit the results.
Select Export to download a comma separated value (.CSV) file of the current list for use in other spreadsheet applications, such as Microsoft Excel. The file is downloaded to your local computer based on the default settings for your internet browser.