Create certificate reports in CertCapture

Steps

1. In CertCapture, go to Reports > Certificate Reports.
2. Select one of the following options from the drop-down menu below Certificate Reports::
   • Certificates Expiring Soon: All certificates that will expire within a date range. Use this to see identify certificates that need to be replaced with a document request. Check Inactive to include certificates that will expire but have already been replaced with a new document.
   • Expired Certificates: Any certificate that expired within a date range. Check Inactive to include certificates that expired but have already been replaced with a new document.
   • Invalid Certificates: All certificates that have been marked invalid within the date range you select. If you just want to export a list of customers with valid certificates, use search instead.
   • New Certificates: All certificates that have been added to CertCapture.
3. Optional: Adjust the report criteria.
   • Select a date range. 
   • Select All Exposure Zones, and then select the exposure zone to include in the report.
   • Select All Exempt Reasons, and then select the exemption reason to include in the report.
4. Select Run Report.

Review the results in CertCapture, export the results to a spreadsheet, or email the report to yourself on a schedule.

See also

Manage CertCapture reports
Export reports or search results
Email a report on a schedule
Edit or delete a report