Note: This list will only work if the first signer submitted their deposit payment
  1. From Core > Analyze > Manage Lists 
  2. Click Manage Basic and advanced lists
  3. Click Add and select Create Advanced List
  4. In the Objects tab expand Constituent Information and select the following:
    • User Base
    • Parent/Child Relationship
    • Parent/Child Relationship
  5.  Expand Admission and select the following:
    • Candidate
    • Contract
    • Contract Type
  6. Expand School and select the following: 
    • School Year 
  7. Expand Constituent Information again and select the following
    • User Base - connect it to Parent/Child Relationship
    • User Base - connect it to Parent/Child Relationship[1]
  8. Go to the Display Fields tab and click select fields
  9. Expand User Base and select: 
    • User Base.First Name - This is the first name of the candidate/student
    • User Base.Last Name - This is the last name of the candidate/student
  10. Expand Contract and select:
    • Contract.Amount Due - This is the deposit amount due
    • Contract.Deposit Amt Rec - This is the amount paid by the parent
    • Contract.Payment Plan - This is the payment plan the parent has selected for the contract
    • Contract.Tuition Insurance - This will be blank for a no or a yes if it has it
    • Contract.Fees - This is the total optional and required fees on the contract
    • Contract.Tuition - This is the full tuition on the contract
    • Contract.Status - This is the status of the contract, these are explained in this Knowledge Base article https://kb.blackbaud.com/articles/Article/111837 
  11. Expand Parent/Child Relationship then User Base[1] and select:
    • User Base [1].First Name - First parent's first name
    • User Base [1].Last Name - First parent's last name
  12. Expand Parent/Child Relationship[1] then User Base[2] and select:
    • User Base [2].First Name - Second parent's first name
    • User Base [2].Last Name - Second parent's last name
  13. Go to the Filters tab
  14. Add in the following Global Filters:
    • Where - School Year.School year - any of 20XX-20XX (Select the year of the contracts you want to filter for)
    • And - Contract.Status - any of Saved - This will look for contracts where it has been started but not fully completed by both parents
    • And - Contract.Deposit Amt Rec - is not null - This makes sure that it won't pull any contract that has no deposit
  15. Add in the following Object Filters:
    • And - Parent/Child Relationship.Rel Ordinal - Equal to 1 - This makes sure the first parent in the list is the first parent in their contact card.
    • And - Parent/Child Relationship.Short Description2 - Does not contain grand - this makes sure the list does not pull grandparents.
    • And - Parent/Child Relationship [1].Rel Ordinal - Equal to 2 - This makes sure the second parent in the list is the second parent in their contact card.
    • And - Parent/Child Relationship [1].Short Description2 - Does not contain grand - this makes sure the list does not pull grandparents.