If you manage compliance for a real team, you probably look at the same slices of your data over and over. The certifications expiring in your Texas region. The insurance certificates tied to one general contractor. The driver files a single fleet manager owns. Until now, seeing those slices meant applying the same filters to your expiration items list by hand, every single time you logged in.
Today, Custom List Views is part of Expiration Reminder.
Filters are powerful, but a filter you have to rebuild is a filter you eventually stop using. When the only way to see "expiring COIs for the northeast projects" is to set five conditions from scratch each morning, that view quietly falls out of your routine. The information is still in the system, but the friction keeps you from checking it as often as you should.
That friction has a real cost in compliance work. Organizations that track expirations manually or in spreadsheets tend to keep only 40 to 60 percent of their records current, because the effort of monitoring the right subset is too high to sustain. In regulated settings like healthcare credentialing or DOT fleet compliance, the gaps that open up when nobody is watching a specific slice are exactly the ones that surface during an audit.
The answer is not more filtering. It is filtering you only have to set up once.
Custom List Views lets you save a filtered version of your expiration items list and return to it whenever you want. Instead of reapplying conditions, you build the view a single time and it stays with you.
Above your list of expiration items, click "New View." You will be prompted to name it, so you can call it something meaningful to your team like "Northeast COIs" or "CDL renewals - Q3." A new tab appears for that view, sitting alongside the built-in views you already rely on, such as items due within 60 days and items due within 90 days.
From inside your new tab, apply the filters you care about. Expiration Reminder saves those conditions to the view, and the tab updates automatically as your records change. When a new item matches the filter, it shows up in the view. When an item is renewed and no longer qualifies, it drops off. You do not maintain the list; it maintains itself.
The result is a set of named tabs across the top of your list that map to how your team actually divides the work, each one a saved question you can answer with a single click.
Anyone who monitors more than one category of expiring documents will feel the difference. A credentialing coordinator at a hospital can keep separate tabs for physician licenses, malpractice coverage, and DEA registrations, and check each without rebuilding a search. A safety manager running a construction program can save a tab per general contractor so certificate of insurance reviews take seconds. A fleet compliance lead can split driver qualification files by terminal, and a facilities team can carve out permits and inspections by site.
If different people own different slices of the same compliance program, each person can build the view that matches their responsibility and live in it.
Custom List Views works on top of the expiration items list you already use, so everything else continues to function as before. The items in every view still carry their records, reminder schedules, and document history. Your automated reminders keep firing on their staged cadence regardless of which tab you happen to be viewing, and any integrations feeding data into Expiration Reminder populate your custom views the same way they populate the built-in ones. This is a faster way to look at your data, not a change to how the data behaves.
Compliance holds up when the right people can see the right information without effort. Every filter your team has to rebuild is a small tax on that visibility, and small taxes are what let records quietly go stale between audits. By letting each person save the views that matter to them, Custom List Views turns the lists you check most into something that is always one click away, so staying current becomes the path of least resistance instead of a daily chore.
If you are already using Expiration Reminder, open your expiration items list and click "New View" to build your first one. If you are still tracking expirations by hand, this is a good moment to see what automated, always-current compliance tracking feels like.