Checks confirm operational status. Reports turn renewal data into client-facing updates that explain what is due, blocked, or completed.
Run checks where live status matters
Checks are most useful for records where the live state can drift from the saved renewal record. SSL certificates are the clearest example because a provider may renew automatically or fail validation unexpectedly.
- Open the asset record.
- Run the available check for the asset type.
- Review the result and update the renewal record if the live state changed.
Generate a client report
Reports should be short, operational, and grouped by urgency. A client should understand what is due, what is waiting on them, and what your team already completed.
- Open Reports.
- Choose the client account.
- Review due-soon, blocked, and completed items before sending the report.
Keep activity history useful
Activity history should explain what happened, who acted, and what changed. This helps future you understand why a renewal was completed, delayed, or moved to a client-owned workflow.
Good reports come from good records. Keep asset status, reminders, and outcomes updated before generating client-facing summaries.