Reports

License Renewal Report

Use the License Renewal Report to track connections with upcoming license renewal dates.

License renewal report showing contacts with upcoming renewals.
The License Renewal Report helps you identify contacts who may need timely renewal follow-up.

What the report shows

The report lists connections that have a license renewal date saved on their profile. Each row includes the connection name, renewal date, email, and phone number.

Using the report

1

Open Reports and choose License Renewal Report.

2

Click a connection name to open the contact profile.

3

Use the email or phone links to start direct outreach.

4

Download a PDF when you need a printable report.

5

Download a CSV when you want to sort, filter, or share the data in a spreadsheet.