need a way to report when agreements due

[atlasjen]

we are going to hit the same issue for TF agreements, trainer agreements, and so on that i am hitting for CEUs we need to be able to report on

• when a TF agreement is due
• when a Trainer agreement is due

this will be when the agreement date < LAST YEAR and the position status=active. i have no way to do this in standard reports. I am looking at what i can do in dashboards as they seem to include additional filtering

[deb761]

We are storing the LastReceivedAgreement, can't you use that?

[atlasjen]

Ah yes, this one i can do. they are on contacts. ok. closing.