Filtering Family Entries in Renewals Reports

We have introduced a new filtering capability within the Renewals report to provide employers with greater control over their data. This update allows you to customize your report views by specifically including or excluding family members, ensuring that the information you see is always relevant to your current administrative needs.

Key enhancements in this update include:

• Customizable Report Views: Use the new "Family" filter to toggle the visibility of family-related renewal entries. This is particularly useful when you need to separate employee-only data from dependent-related records.
• Streamlined Focus: By excluding unnecessary entries, you can more efficiently manage and prioritize the renewals that require your immediate attention.
• Updated Email Notifications: To ensure consistency across the platform, automated email notifications regarding upcoming renewals have been updated to reflect these filtering preferences, providing clearer communication for your team.

This improvement is part of our ongoing commitment to making the management of global teams more intuitive and flexible. You can access the new filter directly within the Renewals section of your dashboard.