The view reports, click on the Reports tab, found on the left-hand side.
Step 1
Select Expiry Report
Step 2
You can type in the number of days to bring up any expiring tasks within that number of days. Click on Next.
Step 3
Next, choose the tasks to include in the report. If you want to select all tasks, click on "SELECT ALL" and then click on "Add". Click on "Next" to continue.
Step 4
You are now prompted to choose which fields to include as columns in your report. You can choose all of them. The Type of Worker and Location drop-down fields may be different if you do not have these or if you have named them something else.
Step 5
You also have the option to filter the report by fields. By default, this is set to no so all users you have previously selected will appear.
Pressing Yes will give you options to choose for filtering users. Here is an example. It includes the user Status of Active or Inactive and the fields of your existing dropdowns. Select any filtering that you desire and then click on "Next" to continue.
Step 6
The report will appear similar to how the older existing reports look like.
As normal you can press the "Export CSV file" to export the report into a CSV file. You can also select "Save Report Shortcut" for instant access to this report again in the future or use it as part of a scheduled notification.