The Checklist Report shows the details and status of applicant checklist items.



You can restrict the data included in the report by:
  • The year that applicants applied for admission
     
  • The date checklists were requested or completed
     
  • Whether the checklist has a completion date requested
     
  • The checklist status
     
  • Whether or not the checklist items are overdue
     

To run the Checklist Report:
 

  1. On the Reports page, click Checklist Reports
     
  2. From the list on the left, select Checklist Report and click New or open saved report parameters
     
  3. On the General tab, in the Date Requested field, select the request date range for checklist items included in the report. For example, you can select Include all dates, Specific range, Today, Yesterday, Last week, This month, This calendar year, Last calendar year, or Calendar year-to-date.

    Notes:
    • If you select Include all dates, you automatically include checklist items with no date requested.
       
    • If you select Specific range, enter dates in the Start date and End date fields.
       


     

     

  4. You can mark the Include checklist items with no date requested checkbox.
     
  5. In the Completion date field, select the completion date range for checklist items included in the report. For example, you can select Include all dates, Specific range, Today, Yesterday, Last week, This month, This calendar year, Last calendar year, or Calendar year-to-date.
     
  6. In the Include box, you can mark the Pending, Completed, and/or Waived checkboxes.
     
  7. If you mark the Include only pending checklist items checkbox, you can select Overdue by or Due within in the adjacent field. You can then select a number in the days field. For example, you can include only pending checklist items overdue by 15 days.
     
  8. Select the Filters tab to define the applicants, tracks, and checklist items included in the report. For example, you can include:
    • Applicants applying for 2007-2008
       
    • The tracks Inquiry and Applicant
       
    • The checklist item type assigned to faculty/staff members
       

     
  9. Select the Address tab
     
  10. In the Validate addresses as of field, you can select Today, Tomorrow, Last day of this week, Last day of this month, or Specific date.
     
  11. You can mark the Consider seasonal addresses checkbox.
     
  12. If you do not mark the Consider seasonal addresses checkbox, the grid below is titled Consider these addresses. Move addresses to the Addresses to consider, in order of importance box.

    If you do mark the Consider seasonal addresses checkbox, the grid below is titled If no seasonal addresses are found, consider these addresses. Move addresses to the Addresses to consider, in order of importance box.
     
  13. In the If no address is found field, you can select Print with no address or Print specific address. If you select Print specific address, you can define the address in the Use field. For example, you can select First address found, Primary address, Home, Business, or Vacation.
     
  14. Select the Columns tab to define the columns on the report. For example, you can select Applicant Name, Applicant Home, Applicant Email, Track, Checklist Item, Checklist Item Status, Date Requested, and Assigned To.


     

     

  15. Select the Format tab to define the look of the report. For example, in the Sort/Break section, you can sort and break by applicant name ascending.
     
  16. Click File, Save from the menu bar to save the report parameters.
     
  17. Click Preview to view the report on screen.