Advanced Search by Student Classification

Owned by Michelle Loker
Last updated: Jun 20, 2023
2 min read

These instructions can be used in an advanced search or in the select recipients step of a campaign to find students based on classification (i.e. Freshman, Sophomore, Junior, Senior, etc.).

What you see in Navigate is based on your permissions.

 Instructions

Filter by Classification for Only Undergraduate Students:

When creating an advanced search or a campaign be careful you are reaching out to the correct desired student population.  This can be accomplished by using the Classification filter under the Term Data section. 

  1. To follow these instructions you will either need to be in the new search window by using Advanced Search or in the select recipients step through a Campaign.

  2. Once you have either selected Advanced Search or Campaign (you must proceed to the second step - Select Recipients) you will see the new search window and will be provided with filter options.  The filter options are broken into sections with headings (i.e. Student Information, Enrollment History, Area of Study, Term Data, etc.)

  3. Click on Term Data to expand/see the filter options inside that section.

  4. Click in the box under Classification (in Any of these)?

  5. Select your desired student classifications based on the population(s) you desire (i.e. for undergraduate students select: Freshman, Sophomore, Junior, Senior).

  6. Click in the box under Min. Credit Hours?.

  7. Type in "1" (this will make sure to include students with at least 1 credit).

  8. Add any additional filter based on your specific needs.

  9. Click on the Search button when you are ready to run your search.