This report is for those activities that have Required Documents. (Also available for Memberships.) When the activity/membership is clicked the results show any registrants that did not submit the required document. Results can be filtered by document or status.
Statuses that will show under this report:
Missing- Document is required for the activity / membership but is not uploaded in the account.
Declined- Document has been uploaded but declined by management.
Expired- Document had been uploaded and an expiration date was set on it and it is now past.
- Go to the Reports tab of the lefthand navigation and select Activity Reports (for Memberships select Membership Reports).
- Under the Activity Reports (for Memberships under Requirements) box select Missing Documents.
- Select the activity/membership name of the documents status you would like to check.
- Filter by Document, Status and/or Type.
- Click Submit.
- Clicking the member name will bring you to the View Member Info page of that member within their account. This is where the document can be updated.