This report shows which documents are active or expired for your clients.
Set Report Parameters (Filter)
- Click Reports in the side navigation and click Client Compliance Report under the Appointments section.
- Set Date Range.
- Click Run Report.
- You can Search the Report for a specific name/word or date. i.e. Issue Date, Client Name, Document Type, etc.
- From left to right, you can see these default information columns:
- Issue Date
- Expiration Date
- Document Name
- Document Type
- Actions - View
Copy or download CSV, Excel and PDF versions directly to your computer.
- Click the CSV and PDF buttons on the upper right tab.