Reports

License Renewal Report

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

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.