Expiry & At-Risk Reports
Two report sections help you act before compliance slips: At-Risk Users for course deadlines, and Expiry Reports for SCORM course certification expiry.
Where to find them
- Log in as an Admin
- Go to Admin → Reports
- Select At-Risk Users or Expiry Reports from the report sections (At-Risk Users may appear under More on smaller layouts)
At-Risk Users
Shows learners with mandatory training deadlines that are approaching or already overdue — before expiry dates on completed courses.
| What you see | Use it to |
|---|---|
| Courses at risk count | Prioritise who needs attention first |
| Most urgent deadline | See the nearest due date per user |
| Overdue badge | Spot users past deadline immediately |
| Reminder history | Check whether automated reminders have already fired |
| Per-course breakdown | Open a user drawer to see each at-risk assignment |
Filter the list
- Search — by name or email (minimum 3 characters)
- Department — focus on one team
- Deadline status — All, Approaching, or Overdue
- Sort — by deadline urgency, reminder count, name, department, or courses at risk
Export for follow-up
Click Export to download an Excel file of the filtered at-risk list — useful for manager check-ins or weekly compliance stand-ups.
Tip
Expiry Reports
Tracks completed SCORM course certifications that will expire or have already expired (when expiry is enabled on the course). Three sub-tabs:
- Summary — counts for valid, expiring soon, expired, and urgent expiring courses
- Expiring Soon — completions nearing expiry (adjustable day threshold, default 31 days)
- Expired — learners whose course certifications have lapsed and need renewal
External certificates are separate
CSCS cards, SIA badges, and other uploaded external credentials use the External Certificates report section (with gap analysis), not Expiry Reports. See External Certificates.
When to use which report
| Situation | Report to open |
|---|---|
| Learner has not finished mandatory training by due date | At-Risk Users |
| Learner finished training but certification will expire | Expiry Reports → Expiring Soon |
| Certification already lapsed — needs re-assignment or renewal | Expiry Reports → Expired |
| External card or licence expiry (CSCS, first aid, etc.) | Reports → External Certificates |
Related Guides
- Exporting Reports — broader report types and export formats
- Due Dates vs Training Expiry — which clock overdue vs expiring uses
- Training Expiry & Renewals — configure expiry on courses and renewal behaviour
- Course Deadlines & Reminders — how deadlines feed into at-risk reporting
- External Certificates — evidence uploads and external expiry reporting