Users have the ability to run reports on all credentials in the system.
Access the Administration section from the Pinnacle menu.
Users can run credential reports based on: employee name, position, credential / license / degree and status (all, current, expired, expiring in the next 30 days).
- Click the Credentials Report subtab.
- Select the filter information.
- The report displays and sorts information by: employee name, position, credential / license / degree, issue date, ID, status and expiration date.
Note: expired dates display in red.
- Click the Export as CSV button to export the report as a CSV spreadsheet.