Contracts List

Admissions managers and staff can use Contracts List 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.

Tip: Looking to delete a saved Contract list? Head over to Reporting and then Manage lists. Keep in mind that you can only delete ones that you have created. Otherwise, the original owner needs to delete it. Alternatively, admin users can only make them private.

From Enrollment management, select Enrollment, and then Contracts List to get started making your customized list.

Customize your view by choosing which columns of data should appear. Select Choose columns, select the columns to include, and select Apply changes.

Tip: Want to display students who aren't returning? Use the Not Returning block! More details here under the Blocks section.

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.

Tip: Need to change the status for an enrolled student, such as withdrawing them? Head to the student Record and select Access. Under Personas, select the edit icon next to Student and then select the Withdraw option. From here, select a specific date and time for the change to occur, or Effective Immediately to start as soon as the changes are saved. Select the Students school year, Depart Date, and provide a reason if needed. You also have an option to permanently remove the user's access, which completely disables their login credentials when selected. For more, check out our documentation here.