Please expose 'File Complete' date in a list
We can see the date a file was complete for a candidate/past candidate/student by clicking the status bubble on their contact card in EMS:
1/16/2025 |
Ready to be Enrolled |
1/14/2025 |
Decision |
12/30/2024 |
File Complete |
11/15/2024 |
Application Pending |
9/17/2024 |
Inquiry |
But there doesn't seem to be a way to get at the 'file complete' date in a report or list, only the date of the current status.
We would love to do a year over year comparison for completed files or for determining whether a specific event or campaign was successful in getting more completed files.
Since this information is stored on the individual record, there has to be a way to display it in a list, right?
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Dawn Slack
- Feb 6 2025
Related ideas
You can get the file complete status date from an advanced list - you need to include the fields for status and historical status, along with status date and historical status date. Then you can filter on Status = File Complete or Historical Status = File Complete (if you have a status after file complete and someone switches to it, File Complete will be one of their historical statuses.