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How to run a report on Certificate reminders
This is a quick article on how you can pull a report on what service reminders you have set to go out for a date period.
To do this go into the Reports & Finances tab on the left hand side (behind the green button top left on mobile) and then go into the Reports tab.
On the What to Export dropdown, choose Appointments, then set the Export type to Form certificate reminders. You’ll then be prompted to enter the date range you want the report to cover.
When you’re ready, selecting Preview will keep you within the app and display the reminders scheduled for your chosen period. Choosing Export will download a file to your device containing all reminders set within that time range.
