The view reports, click on the Reports tab, found on the left-hand side.
Step 1: Select the Expiry Report
Choose the Expiry Report option from the list of available reports.
Step 2: Set Expiry Days
Enter the number of days within which you want to see expiring tasks. Click Next to proceed.
Step 3: Choose Tasks to Include
Now, select the tasks you want to include in the report:
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To select all tasks, click SELECT ALL, then click Add.
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After selecting the tasks, click Next.
Step 4: Choose Report Columns
You’ll be asked to choose which fields you want to appear as columns in your report. You can select all available fields. The Type of Worker and Location dropdowns may look different depending on your settings or custom names.
Step 5: Apply Filters (Optional)
You can filter the report by specific fields. By default, this is set to No, meaning all selected users will appear.
If you choose Yes, you can apply filters such as user status (Active or Inactive) and other dropdown fields you've configured. Once you’ve made your selections, click Next.
Step 6: View the Report
Once you’ve selected your settings, the report will generate.
Additional Options
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To export the report as a CSV file, click Export CSV.
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To quickly access this report in the future, click Save Report Shortcut. You can also use this to schedule notifications for the report.