Article: Expiring Requirement Report

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Expiring Requirement Report
Member Types:

This report displays direct affiliated members that have expiring items within a given date range.

Step 1:

Click "Reporting" from your dashboard to open the Reporting Dashboard.

User home page highlighting Reporting button.

Step 2:

Change the table filter to Rotation, then click the "Run Report" button on the "Expiring Requirement tile".

Reporting dashboard highlighting Run Report button on Expiring Requirement tile.

Step 3:

Fill in the required Start Date and End Date. Report filters pointing to required start and end date inputs.

Step 4:

Click on the "Run Report". Report filters pointing to Run Report button.

Step 5:

With the report ran you can export the results by clicking on the "Export" button. Report results pointing to Export button.

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.