Building a Report for specific field content in an applicants Checklist Item: Enrollment Management

Amber Buehlmaier

Hello everyone! I am still onboarding and am so looking forward to diving deeper into BB! One thing I am trying to figure out (and can't find more info on) is how to pull/build a report for data in a checklist item for an application. One of our checklist items is a teacher recommendation. In the form, we ask the instructor who fills it out to fill in their name and email address. I would love to pull a report at the end of the application season for all names and emails of teachers who filled out the teacher recommendation form so I can e-mail them all a word of thanks for their time. Do any of you have a solution for how to do this? I am signed up for a training, K-12 Core: Basic and Advanced Lists, but am unsure if that will translate over to Enrollment Management. If that training will suffice, great! I thought I may ask ahead of time just in case.


Thank you for your consideration and collaboration on this

Coco Parham

I believe the recommender names are in the works for BB to add to add to the recommendation tile lists. Right now you can pull their email addresses.

Bryan Lorenzo

Hi Amber LeJeune‍ -


Are you using the online recommendation forms? If so, you can get the "email address" of the recommender go to Admissions > Admissions management > Process recommendations. There was another post (see below) about adding the name of the recommender to one of the available columns. https://community.blackbaud.com/forums/viewtopic/296/54272


However, right now you can build an advanced list and add the "Candidate Recommendation" option to get the name & email.

Amber Buehlmaier

Thank you so much Bryan,


I am very excited about the opportunities "Advanced Lists" will give us based on your answer. I especially appreciate the photos for clarity, and the linked information from the previous discussion, It is great to know I'm not the only one!