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This is a Astalty Premium feature.
You can find the Records report by navigating to the Reports page in Astalty and clicking Records inside of the Team Panel.
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.
This is the name of the User.
This is the Record Type of the Record.
The issue date of the Record.
The expiry date of the Record.
To apply filters, click on the filter icon and select the filter you'd like to use.
You can search Records for a User by searching the User's name in the search field.
Use this filter if you want to only view Records for certain Record Types.
You can filter the report by Record status - for example if you need to find all Records that are missing or awaiting verification.
You can use the expiry filter to find Records that will expire this month or next month.
Here is a video walkthrough that explains the process of exporting a User Records Report