Expiration Reminder includes reports on new accounts that can be accessed by clicking on Reports on the top menu but the good thing is that you can create your own reports.

These new reports are saved in the report library which you can come back to them at any time. You can also export them to PDF and Excel. You can also schedule them to be sent via email.

Reports can be built for multiple sources:

  • Expiration Items

  • Contacts

  • Locations

  • User

  • Audit Log

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