# Find endorsements about to expire

> The Endorsement expirations report and the dashboard tile are the durable list. The nightly email is a convenience and is only sent once per stage.

Source: https://www.aerscheduler.com/docs/training/endorsements-about-to-expire
Section: Training and curriculum. For: Owners, Admins, Dispatchers, Instructors.

`Reports → Compliance → Endorsement expirations` (web console) is the list to work
from, and the Endorsements expiring tile on the Reports overview is the shortcut to it. The
nightly email is a convenience: it is sent once per endorsement per stage, so do not treat it
as the reminder system.

**Who can do this:** Owners, Admins, Dispatchers

Instructors cannot open Reports. Their two routes are the nightly digest and the
Endorsements card on each pilot's page.

## The dashboard tile

`Reports → Overview` (web console)

The attention strip carries an **Endorsements expiring** tile counting everything already
lapsed, however long ago, plus anything due in the next 14 days. Click it and the Endorsement
expirations report opens, pre-filtered to Expired and Expiring over that same window.

An endorsement due in 15 days or more is still Valid, so it is not in the count. The tile is
the urgent list, not the month ahead: use the report for that. When the count is zero the
tile leaves the strip and the name is listed on the **Clear:** line underneath it.

## The Endorsement expirations report

`Reports → Compliance → Endorsement expirations` (web console)

One row per endorsement, with:

| Column      | What it tells you                                                           |
| ----------- | --------------------------------------------------------------------------- |
| Student     | The pilot the endorsement was signed for.                                   |
| Endorsement | Which one. Its AC 61-65K code is a separate column, added from the toolbar. |
| Status      | Expired, Expiring or Valid.                                                 |
| Expires     | When it lapses.                                                             |
| Days left   | Negative once it has lapsed.                                                |
| Signed by   | The instructor who signed it.                                               |

The default range is the next 90 days. Widen it to see further out, or set it backwards to
sweep up anything that lapsed while nobody was looking.

![Reports, Endorsement expirations](https://www.aerscheduler.com/docs/report-endorsement-expirations.png)

Everything else on the standard report toolbar works here too: filter, group, add columns,
save the view, export it, or [have it emailed on a
schedule](https://www.aerscheduler.com/docs/reports/email-a-report-on-a-schedule).

## What the report leaves out

Two things, both deliberate, and both worth knowing before you use this as a compliance
sweep:

- **Endorsements with no expiry date never appear.** A flight review sign-off or a complex
  aircraft endorsement has no clock, so there is nothing for this report to count down. Look
  at the pilot's Endorsements card instead.
- **An endorsement that has been renewed is excluded.** Renewing signs a new one that replaces
  the old, so only the current endorsement is listed.

## Turn the email and push digest on or off

`You → Notification settings` (web console)

The **Endorsement expirations** row has a switch for email and a switch for push. The row only
appears for admins and instructors, because nobody else is ever sent the digest.

> **Careful:** The digest is sent once per endorsement per stage: one warning 14 days out, and one on the day
> it expires. Miss the email or delete it and nothing chases you again. The report and the
> dashboard tile are the durable half of this.

## Renew before it lapses

Open the pilot's page, find the endorsement on the Endorsements card and click **Renew**. The
template is preselected, you fill in the blanks and your certificate number, and sign. See
[Sign an endorsement](https://www.aerscheduler.com/docs/training/sign-an-endorsement).

Renewing never edits a date. It signs a fresh endorsement that replaces the old one, so the
row leaves this report and comes back with a new clock. The old text stays on the record,
which is what makes the history readable later.