Expiring/Expired Certificates by Users Report

The Expiring/Expired Certificates by Users report helps you manage and track certifications for your technicians and other users, ensuring compliance and timely renewals.

Use this report to:

Identify users with expiring or expired certificates.
Track the issuance and expiration dates of certifications.
Monitor compliance with certification requirements.

Getting Started

Filters

Filters are located above the main report area. Use them in any order.

Filter	What It Does	Default
Expiration Date	Filters within a specific date range. NOTE Refer to Limitations article for date selection.	Last month
User	Filters by the name of the certificate holder.	All
Certificate	Filters by the specific certificate type.	All

Report Structure

This report details certificate information for users, including when certificates were obtained, expired, and their status.

Fields

Field	Description
User	The name of the employee or user holding the certificate.
Certificate	The name or type of the certificate.
Expired Date	The date the certificate is set to expire.
Acquired Date	The date the certificate was issued.
Expiration Date Flag	Indicates the status of the certificate (e.g., "Expiring in 30 days", "Expired certificate", "Active" and "N/A").

Common Tasks

Identify all expired certificates, sort by "Expiration Date Flag".
Review upcoming certificate expirations, filter by "Expiration Date Flag" to "Expiring in 30 days", "Expired certificate", "Active" or "N/A."
Check a specific user's certifications, filter by "User."