How To: Find Clients With Expired HSP Maintenance Agreements In Manage

What this guide covers: After following this guide, you'll be able to generate a report listing all clients whose HSP maintenance agreement has expired, so you can track and follow up with them.

Who is this for?

This guide is for anyone who needs to track HSP maintenance agreement expiry across your clients, such as for renewal follow-up or reporting purposes.

Before you start

You'll need:

Access to Manage 11 with permission to view the Reports section
Knowledge of the Areas, Regions, or Locations you want to include in your results

Steps

Step 1: Open the HSP and DVA report

Go to Reports › Operations › HSP and DVA.

Step 2: Filter for expired agreements

Set the HSP Expired field to Yes.

Step 3: Narrow your results

Select the relevant Areas, Regions, or Locations to limit the report to the clients you're responsible for.

Step 4: Generate the report

Click Generate to produce the report.

✅ You're done!

You should now see a list of all clients whose HSP expiry date has passed, ready for tracking and follow-up.

Troubleshooting

If something didn't work:

No results appear: Double-check that HSP Expired is set to Yes and that you haven't selected an Area/Region/Location combination that excludes all your clients.
Report includes clients you don't expect: Review your Area/Region/Location selections - leaving these blank returns results across all locations.

Setting up HSP maintenance agreement renewal reminders
Understanding the Operations reports in Manage
Filtering client reports by Area, Region, or Location