- Click the KPI button
- Select Worklists
- Either Edit into an Existing Worklist or click New Worklist and enter a name for your Worklist
- Click Criteria
- Select Entering Year and Checklist step (ex., Interviewed)
- Select the Entering Year you need information for
- Select the Checklist step and step status that you're looking for
- Click Run Results
- Click Save Changes to keep the criteria that you've set.
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