To create an Advanced List:
  1. Navigate to Lists > Manage Lists.
  2. Click the Manage basic and advanced lists block in the upper right.
  3. Select the List Templates tab.
  4. From the Template Category drop down, select Admission.
  5. To the right of Candidate/Student Financial Aid, click View/Copy.
  6. In the Filters tab, click the User-added image to edit the Condition for User Role.Role.
  7. In the Condition popup, select the role(s) to include in the list (ex: Candidate, Student, etc).
 User-added image
  1. Click Select.
  2. Add another Global Filter for Financial Aid.School Year any of and the School Year you are looking for such as 2017 - 2018 (the School Year you wish to see Financial Aid for).
  3. Click Select.
  4. Enter a Name for the list (required).
  5. Add the list to a category (optional, but recommended).
  6. Click Save.
  7. Click Preview to view the list results.