What is the Expiration Breakdown table?
The Expiration Breakdown table is a visual dashboard within Insurance & Certificates that provides a quick, at-a-glance overview of the expiration status of all tracked credentials. It categorizes credentials by type (Insurance Policies, Licenses, Bonds, Certifications) and groups them into color-coded columns based on how close they are to expiring.
The Expiration Breakdown table is interactive—clicking on any number within a color-coded category automatically filters the list below to show only those specific records, so you can take action without having to manually search.
Full details on navigating and using the Expiration Breakdown table can be found here.