How to run an Expired Documents Report

Learn how to generate an Expired Documents Report in SILO to identify documents that have expired or are due to expire. Use the report to help keep your records up to date and support ongoing compliance reviews.

Kimberly Smith
5 steps
3 minutes

Microsoft Teams

Silocompliancecloud

**Option 1: From the Dashboard** 1. In the **Senior Compliance Dashboard**, locate the **Active Profiles with Expiring Documents** table. 2. This table displays documents that are already expired or due to expire within the next 30 days. 3. You can expand the table to view all records on a single page or click **Export to Excel** to export the data.

**Option 2: Using Reports** 4. Click **Reports**.

Select **Documentation**.

Select **Document Expiry**

- Apply the relevant filters, including: - Date range - Profile status - Document type Select **Include Documents with No Expiration** to include documents without an expiry date in the report. - Click **Create Report** to generate and export the results.

How to run an Expired Documents Report

Kimberly Smith
5 steps
3 minutes

Microsoft Teams

Silocompliancecloud

**Option 2: Using Reports** 4. Click **Reports**.

Select **Documentation**.

Select **Document Expiry**