Upcoming Expiration Dates Report

How to read and use your Upcoming Expiration Date Report

 

The Upcoming Expiration Dates Report will show you live, up to date, colour coded lists of your Expiration Dates.

 

The Report will show the Staff Member's name, Profile Type and which check is expired/expiring.

 

 

You can filter this Report by Profile Type and Tag by using the filter bar along the top of the Report:

 

 

On the left hand side of the Report, you can choose from:

 

  • Expired: A list of Profiles that have expired checks.

 

  • Expiring this month: A list of Profiles that have checks expiring in the current month.

 

  • Expiring next month: A list of Profiles that have checks expiring next month.

 

You can open a Profile Page directly from this Report by clicking on the Profile from the list.

 

When you export this Report to Excel, the expired and expiring checks will be displayed on separate tabs: