Required Dates Reports

Owned by Chris vanderHeide
May 17, 2016
1 min read

As it can be very important to keep track of any Required Dates you are using, Hometrak Companion provides a robust set of reports for reporting on completed and expiring required dates.

Most of the reports below may also be filtered by date and Required Date categories, so you can focus on specific requirements, or all of them.

ReportTypeDescription
Required Dates Coming DuePrintedPrint format report that shows all required dates expired or coming due in a given time frame.
Required Dates Coming Due LetterPrintedMail Merge report that combines a custom mail merge body with the list of expired/expiring required dates for each person.
Required Dates CompletedPrintedPrint format report of required dates that were added or completed in a given time frame.
Required DatesGridGrid format report showing the most recent completion and expiry information for each type of required date attached to each person or organization.
Required Dates DetailGridGrid format report showing the details of all required date history for each person or organization.