
Viewing Reports (Tenant Manager)
How to use the reports from a manager's point of view (To view reports, you need to be a tenant manager)
Accessing Certified, Expired or Overdue Certifications Reports
Navigate to https://primarycareacademytraining.com
Click "Reports"
Click the report you want to use
Click "Expired or Overdue"
And click "Due or Expiring"
Click search. (After any changes here click search)
This then shows Expired & Due certifications
Unselect the "Due or Expiring" field.
Click search.
Click "Certification Name" to sort by Certification Name
Click "Date due" to sort by due date Ascending or Descending
Click in the "User's Email (ignoring user display setting) value" field.
Type "Part of the name or email of member"
Click Search.
Click the "Due or Expiring" field.
Click Search.
Shows just the user you search for expired or due
Or download the document below to print out!!

