- Navigate to Analisis > Manage Lists
- Click Manage Basic and Advanced list
- Click the Add button and select Create Advanced List
- In the Select Objects tab, expand Constituent Information and select the following in this order:
- User Base
- User Role
- Expand the Admissions object and select the following in this order:
- Candidate
- Candidate Checklist
- Candidate Checklist Item
- Candidate Visit
- In the Display Fields tab, click on Select Fields
- In the Select Display Fields popup, expand User Base and select the following fields:
- User Base.First Name
- User.Base.Last Name
- Expand User Role and select User Role.Role
- Expand Candidate > Candidate Checklist > Candidate Checklist Item and select Checklist_Item
- Expand Candidate Visit and select Guided by Other
- In the Filters tab, under Global Filters, add a row for User Role.Role is any of Candidate
- Add another Global Filter for Candidate Checklist Item.checklist_item is any of Shadow Visit
- Select Preview to verify the information is correctly displayed
- Enter a Name for the list and Description if applicable
- Select Save