Expiring Member Report

Skip to content

Expiring Member Report content

Contact Us
Expiring Member Report
Member Types:

Expiring Member Report

The Expiring Member Report shows members, by member type, which have an expiring requirement within an indicated, upcoming number of days.

How to Access Expiring Member Report

Step 1:

From your Home Page, click the "Reporting" tab on your navigation bar to open the Reporting Dashboard.

Image shows with an arrow to the reporting tab

Step 2:

Select the "Members" tab and locate the "Expiring Members Report". Click "Run Report" to open the Expiring Members Report page.

Image shows arrow pointing to member tab and to expiring members run report

Step 3:

Select either the view "By Affiliation" or "By Rotation" button.

image shows arrow pointing to "by affiliation" and "by rotation" options

Step 4:

Select the "Member Type," the "Days" selection (Within the next: 10, 30, 60, 90 days), and select the "type" of data (Requirements (Standard, Tied, One-Off), Assessments, or SCORM courses). Click "Submit" to see your results.

Image shows an arrow pointing to required filter fields, and submit button

Optional Filters:

If you have data with tags on you, you can find the tag by selecting the drop-down box.
You can also select a specific program to narrow down your results.

Expiring Members Report Results

View the Expiring Items

The report shows: the name, email address, tags, and the total expiring items found for the user within the selected days.

Step 1:

Click the "View" (eye icon) button under the Actions column to open the Expiring Requirement Report page to input filters.

box with an arrow pointing to the view (eye) icon

Step 2:

Enter the required fields such as the Start Date,and End Date, then click "Run Report."

image shows start date and end date and run report buttons

Step 3:

You will be directed to Expiring Members Report Results page. This will list the name of the member, the name of all the item(s), the item type (assessment, requirement, etc.), and the date when it expires.

NOTE: You can Export the report for the individual member by clicking the "Export" button at the top-right corner of the table.

table that lists student's expiring requirements

Step 4:

If you need to change the date range for the student, click the "Start Over" button next to the Report Filters table. Repeat Step 2 of the Expiring Member Report Results section.

image shows start over button

Export the Expiring Members Report

This will export the report for all members who are expiring within the credentials entered. At the top-right of the table, select "Export" to download the report.

Image shows export button

A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.

An Affiliation is a connection between a Member and an Entity.

Affiliations define Member Types and often include Graduation or End Dates.

A rotation is a scheduled clinical experience.

A requirement is an item a member may need to complete based on their affiliation to an entity or rotation assignment.

Related Articles

ACEMAPP Reporting
ACEMAPP's Reporting feature allows administrators and clinical coordinators to pull information from within ACEMAPP. Coordinators can select from the multiple reporting options and build and save custom reports for regularly ran queries.