1. Navigate to Lists > More Lists
  2. Select Add > Create Advanced List
  3. Under Select Objects, expand Constituent Information and select the following objects:
    • User Base
    • User Role
    • User Detail
    • User Address
    • Parent/Child Relationship
    • Parent/Child Relationship
    • Peer/Peer Relationship
  4. Expand Admission and select the following objects:
    • Candidate
    • Candidate Detail
    • Candidate Program
    • Inquiry Source
    • Candidate Event
    • Candidate Application
    • Candidate Visit
    • Financial Aid
    • Sending School
  5. Expand Inquiry Forms and select the following objects:
    • Candidate Request
    • Request
  6. Expand Constituent Information and select the following objects:
    • User Base and attach it to Parent/Child Relationship.User Id2
    • User Base and attach it to Parent/Child Relationship [1].User Id2
    • User Base and attach it to Peer/Peer Relationship
    • User Address and attach it to User Base [1].User ID
    • User Detail and attach it to User base [3]
    • User Occupation and attach it to User Base [1].User ID
    • User Occupation and attach it to User Base [2].User ID
  7. Select the Display Fields Tab
  8. Enable Grouping Options
  9. Click Select Fields
  10. Expand User Base and mark the checkbox to select the following fields:
    • User ID
    • First Name
    • Last Name
    • Email
    • Host ID
  11. Expand User Detail and mark the checkbox to select the following fields:
    • Gender
    • Dob
  12. Expand User Address and mark the checkbox to select the following fields:
    • Address Line 1
    • City
    • State Short
    • Zip
  13. Expand Parent/Child Relationship > User Base[1] and mark the checkbox to select the following fields:
    • First Name
    • Last Name
    • Email
  14. Expand User Address [1] and mark the checkbox to select Formal Salutation
  15. Expand User Occupation and mark the checkbox to select Occupation
  16. Expand Parent/Child Relationship [1] > User Base [2] and mark the checkbox to select the following fields:​
    • First Name
    • Last Name
    • Email
  17. Expand User Occupation [1] and mark the checkbox to select Occupation
  18. Expand Peer.Peer Relationship > User Base [3] and mark the checkbox to select the following fields:​
    • First Name
    • Last Name
  19. Expand User Detail [1] and mark the checkbox to select the following fields:​
    • Gender
    • DoB
  20. Expand Candidate and mark the checkbox to select the following fields:​
    • Entering Grade
    • Entering Year
  21. Expand Candidate Detail and mark the checkbox for financial_aid
  22. Expand Candidate Application and mark the checkbox to select the following fields:​
    • Date Submitted
    • Date Processed
  23. Expand Candidate Visit and mark the checkbox to select the following fields:
    • Visit Type
    • Visit DateTime
    • Comment
  24. Expand Financial Aid and mark the checkbox to select Date Requested
  25. Expand Sending School and mark the checkbox to select the following fields:
    • School Name Other
    • Sending School Name
  26. Expand Candidate Request > Request and mark the checkbox to select the following fields:
    • Request Date
    • How Hear
    • Present School
    • Financialaid
    • Current Grade
    • Resides With
  27. Rename and renumber the columns as desired/needed
  28. Select the Filters Tab
  29. Under Global Filters, click the + to add a line and select the following fields:
    • User Role.Role any of Candidate, Incoming Student
    • Candidate.Entering Year any of 2016-2017 (or desired year)
  30. Under Object Filters, click the + to add a line and select the following fields:
    • Parent/Child Relationship.Rel Ordinal equal to 1
    • Parent/Child Relationship[1].Rel Ordinal equal to 2
    • Peer/Peer Relationship.Rel Ordinal equal to 1
    • User Address.Address Type any of Home
    • User Address[1].Address Type any of Home
  31. Name the list and select a category if desired
  32. Click Save
  33. Preview List
Note: Display fields may differ depending on your school's need.
Tip: Depending on the number of users in your school, you may need to add additional Global Filters to split this list into smaller lists run by letter. For Example: From the Filters tab, under Global Filters, click the + to add a line and select the field: User Base.Last Name starts with A.