User Records Report

You can find the Records report by navigating to the Reports page in Astalty and clicking Records inside of the Team Panel.

Report Overview

This report will show you an overview of User Records including current, missing, expired, and pending verification Records. This will help the Business Owner to easily monitor and manage Records of all Users for compliance.

Only Users with an Admin role can access the User Records Report.

Report Columns

User

This is the name of the User.

Record Type

This is the Record Type of the Record.

Issue Date

The issue date of the Record.

Expiry Date

The expiry date of the Record.

Available Filters

To apply filters, click on the filter icon and select the filter you'd like to use.

Search

You can search Records for a User by searching the User's name in the search field.

Record Type

Use this filter if you want to only view Records for certain Record Types.

Status

You can filter the report by Record status - for example if you need to find all Records that are missing or awaiting verification.

Expiry

You can use the expiry filter to find Records that will expire this month or next month.

Video Walkthrough

Here is a video walkthrough that explains the process of exporting a User Records Report