License compliance reports that show where your records stand.

Charts by license type, state, person and assignee; everything expiring in the window you choose; every reminder sent and whether it arrived; and a plain-English log of who changed what. Every report exports to Excel and PDF.

FOUR REPORTS

Answers for a busy week, or an audit.

Compliance

How well renewals are being handled over the last year — and where the gaps are.

  • Renewals by month, before and after expiry
  • Status by license type, state or jurisdiction, assignee and person
  • Gaps to close: active licenses missing a linked person, a document, a number or a renewal term

Expiring

What expires — or needs renewing work started — in the window you choose.

  • This month, this quarter, the next 90 days
  • By license type and by person
  • Who the reminders will go to

Reminder delivery

Whether reminders reached people — and which addresses need fixing.

  • Every reminder sent, to whom and when
  • Anything that failed or arrived too late, listed first
  • For any period you choose

Activity

Who changed what, and when — licenses, people, the team and the account.

  • In plain English
  • Filtered by area or by person
  • Exportable for an audit
CHARTS YOU CAN CLICK

Click a chart to see exactly those licenses.

On screen, reports are charts. Click any part of one and you get the list of licenses behind it, with the filters shown so you can change them.

  • Narrow to one license type, one state, one person or one assignee
  • Filters show as chips you can remove one at a time
  • Tables only where a chart can’t name the item — the license list, delivery log and activity log
  • Every report exports to Excel and PDF
WHO IT’S FOR

For whoever has to answer “are we covered?”

Business owners

See which contractors have something overdue or due soon, and click through to exactly those licenses.

For businesses

Compliance coordinators

The gaps to close, and a record of every reminder that went out and whether it arrived.

Renewal reminders

Anyone facing an audit

A plain-English record of who added, changed, renewed or removed what, and when — exportable.

How we protect your data
QUESTIONS

Reports & exports: common questions

What it does, what it doesn’t, and where your review still matters.

More answers in the FAQ
Can I export reports to Excel?

Yes. Every report exports to Excel and PDF.

Can I see whether a reminder was delivered?

Yes. The reminder delivery report lists every reminder sent, to whom and when, and whether it was delivered, opened, bounced or failed. Problems are listed first.

Does it show who changed a license?

Yes. The activity log shows who added, changed, renewed or removed what, and when, in plain English. It can be added to, never edited.

Does a report prove a license is valid?

No. Reports show the dates and documents you’ve recorded. Tracking an expiration date is not official verification, and we don’t connect to licensing boards.

Are reports included?

Yes. Reports with Excel and PDF export, and the activity log export, are included. It’s part of Pro — $39 a month, or $390 a year — and of the 7-day free trial, which needs no card.

Put your next renewal on the radar.

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