Expired Prepaids

Create a list report of Expired Prepaids for a specific date range. If using Agreement Dates, select specific date for a starting Agreement Date to assist with focusing on certain Customer accounts.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Reports > Prepaids and Bookings
Grant permission to the individual report> Prepaids and Bookings > Expired Prepaids

Create Your Report

Use the Agreement Date section to retain the default of All Agreement Dates. Remove the check mark to enter an alternate agreement date using the available calendar or enter using the mm/dd/yy date format. Choose one of the available operator listed to indicate how the date should be used by clicking on it.

  • Greater than or equal to
  • Less than or equal to
  • Equal to
  • Not equal to

In Date Selection create a Date Range by entering,

  • Start Date- Enter a Start Date using the drop down calendar or enter using the mm/dd/yy date format.
  • End Date- Enter an End Date using the drop down calendar or enter using the mm/dd/yy date format.

All Locations selected by default in Location Selection. Select One Location and enter a Site ID or select F12 to search.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.