Reports and exports

How do I use the next 60 days report range in LOXA?

Select Next 60 days in Reports. Renewals and alerts use a 60-day window.

LOXA Reports and exports screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Reports and exports workflow in your LOXA role.
  • Have today as the starting point ready before you begin.

Step by step

  1. Sign in to LOXA and open Reports and exports.

  2. Select Next 60 days in Reports

  3. Enter or review today as the starting point.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that renewals and alerts use a 60-day window.

What should happen

Renewals and alerts use a 60-day window.

Open this workflow in LOXA