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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.

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    • 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