This report provides a list of all employee license expiration dates within the specified time frame. Select the criteria you want to use to filter the report:
1. Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. To include only active personnel in the report, click the Active Only check box.
3. Change the following fields if you want to filter by specific items other than the default settings:
● The ID From and ID Thru fields contain 0 and 9999 to include all personnel in the report. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Personnel Name From and Personnel Name Thru fields contain All to include all personnel in the report. To filter the report by a specific personnel, or a range of personnel names, enter the range of names in these fields.
● The Expiration From and Expiration Thru dates include the previous month. To filter by any other dates, click in these fields and select the appropriate dates from the calendars.
4. Click the arrow beside the Line of Business field and select which line of business you want to use.
5. Click the link below to learn about the report content:
Understanding the report content