How can I export a list of upcoming license renewals?

Situation

You are a GFI Software partner and need to export a list of upcoming license renewals.

Resolution

1. Log in to the GFI Accounts Portal
2. Go to Manage > Licenses > filter button
   
   Note: if you are interested in checking for a specific partner/customer you can enter their CID in the Search box before clicking the filter button
   
3. The filters menu has many options.
   • For preset upcoming renewals:
     1. Click Settings to expand the menu
     2. Upcoming Renewals > Yes
     3. From Upcoming Renewal Days select one of the preset options
     4. Apply
        
        
   • For more granular control:
     1. Click License Settings to expand the menu
     2. Set Trial and NFR to No
     3. Click License to expand the menu
        • Select Filter by Date Range to enter a specific date range e.g. 03/01/2025 - 03/31/2025
        • Select Filter by Day Range to use the sliders for a specific amount of days before and/or after today
          
     4. Apply
     5. Once the desired results are showing on the Licenses page click gear icon > Export License
        
     6. From the pop-up enter a relevant title for the exported file > manually enter an email recipient or select one from the list > Export
        
        
     7. Once the "Your LicenseExportTask - Renewals Export March 2025 request was successfully processed and is now ready." appears at the bottom of the screen, the report will be delivered shortly to the selected email address from the email sales@gfi.com
        
     8. Open the email and click the orange download button to download the XLSX report (you may be requested to confirm your GFI Accounts Portal login credentials)