Client Compliance Report

This report shows which documents are active or expired for your clients.

Jump to Section:

Set Report Parameters (Filter)

1. Click Reports in the side navigation and click Client Compliance Report under the Appointments section.
   
   
    
2. Set Date Range.
3. Click Run Report.
   

Read Report

1. You can Search the Report for a specific name/word or date. i.e. Issue Date, Client Name, Document Type, etc.
2. From left to right, you can see these default information columns:
   • Client
   • Issue Date
   • Expiration Date
   • Document Name
   • Document Type
   • Status
   • Actions - View

Download Report

Copy or download CSV, Excel and PDF versions directly to your computer.

1. Click the CSV and PDF buttons on the upper right tab.
   
    

[Back to Top]