Students list

The Students List provides a filterable view of all students. Filtered lists can be saved for reference at a later date and shared to help communicate information amongst Billing clerks.

To customize the list results, select Filter()  and choose relevant filters to refine results. Next, select Columns () to hide or show additional data columns. Select Export to download a .csv file that follows the exact layout you customized and contains the results featured in the list.

Tip: Create lists that diversify alumni, incoming, and current students: Select Filter (), and under Access select an option from the Role criteria drop-down (e.g., Only Alumni). Then, select Apply filters. Finally, select Save and Save as a New List. Repeat this process for each classification of students you wish to track.

Aging column data corresponds to data from Aging on the Billing management overview; Refresh Aging on the overview to update Aging data on the Students list when evaluating recent transactions.

To get started, navigate to Billing management hover over Lists in the navigation, and select Students list.

 

Create a new list to capture a unique set of student data to then analyze, import into 3rd party software, or optionally share with other Billing clerks.

To create a list:

  1. Select Add () .

  2. Select Build a new List.

  3. Select Filter () and Columns () to determine how results within your list will be refined. For example, create a list for each student classification (e.g., incoming, alumni, past, or past students).

  4. Select Save () and then select Save as a new list.

  5. Enter a Name (e.g., Alumni).

  6. Determine if other Billing clerks can only view or manage (i.e., edit) the list you created.

  7. Select Save.

     

Open a saved list that you or another Billing clerk previously created. Use the tabbed menu to move between opened lists.

To open a list:

  1. Select Add () .

  2. Select Open a saved list.

  3. Select an available list. Lists that other Billing clerks have shared will be featured here.

  4. Select Open.

     

To delete lists, go to the Manage lists page.

To navigate to the Manage lists page, log in to Billing management, hover over Reporting in the navigation, and select Manage lists.

Once you are on the page, locate the list you wish to delete, expand the corresponding context menu () beside the List name column, and select Delete.