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Home > Reports > Contacts Reports > Contacts Report Use Case: View all contacts who have expired licenses
Contacts Report Use Case: View all contacts who have expired licenses
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If a valid license is required for membership, it is important to track and review license expiration dates. You can view your members license expiration dates using the Contacts Report:

 

Using the Contacts Report, make the following selections:

  • Contact Type: Agent
  • Contact Status: Active
  • Additional criteria/filter: License Expiration Date before Today
  • Fields to Display: add License Expiration Date
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The Contacts Report displaying our criteria selections

Click Run Report.

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The report results showing our (short!) list of active agents with an expired license.

 

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