Skip to Main Content
ML Schedules Idea Portal
Status Already exists
Categories Reports
Created by Dale Ashauer
Created on Aug 20, 2024

Report for upcoming Insurance Expiration

I need a report that auto-generates and shows which groups insurance will be expiring in the forthcoming month. I know MLS notifies the groups whose insurance is expiring based on my time settings. I need that report sent to me and other admins on a monthly basis.

  • Attach files
  • Ginny Hall
    Reply
    |
    Sep 13, 2024

    No, it's ok thank you

    *Ginny Hall*

    Secretary, Finance Department
    Belton School District 124
    110 W Walnut

    Belton MO 64012

    #Proud2BPirates
    (816) 489-7004
    (816) 489-7015 fax

  • Admin
    Chris Gentile
    Reply
    |
    Sep 13, 2024

    Yes, once this is fixed you will get it monthly

  • Dale Ashauer
    Reply
    |
    Sep 13, 2024

    Thanks, Chris. I went through all COI-expired groups yesterday, so that's
    not necessary. It will be a great feature to keep me from forgetting!
    Thank you.

  • Ginny Hall
    Reply
    |
    Sep 13, 2024

    Yes please, thank you

    *Ginny Hall*

    Secretary, Finance Department
    Belton School District 124
    110 W Walnut

    Belton MO 64012

    #Proud2BPirates
    (816) 489-7004
    (816) 489-7015 fax

    1 reply
  • Admin
    Chris Gentile
    Reply
    |
    Aug 20, 2024

    Hi Dale,


    We have an automated monthly email to admin that is currently down. Do you think this will suffice? It tells you every organization that has expiring insurance in that upcoming month.

    4 replies