Past Due Follow Up Reports

One question we get asked periodically, is how can administrators identify past due follow up reports. Administrators have a couple of options for doing this. One option is to identify past due follow up reports from the Dashboard. Once you do this, it is easy to send a batch email to the people assigned to complete the follow ups. Another option is to create a report that will list any past due follow up.

This video describes an easy way to identify past due follow up reports on your dashboard and email the individuals who were assigned to complete each report.


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