Training
End of the Year: Resetting Permit Numbers and Annual Reports
VirtualEvent
Tracy Troutner
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Just a quick reminder that our year-end GeoPermits session is happening tomorrow. We’ll cover the essential configuration and reporting steps your team should take to ensure a clean start in 2026.
We'll walk through:
- Permit Number Configurations: How to update settings for the new year, use dynamic year references, and reset numbering sequences.
- Annual Reporting Overview: A look at built-in reports such as Number of Permits Issued, Total Fees Collected, and others to support your year-end review.
- Data Export for Custom Reporting: How to create custom datasets when your reporting needs go beyond standard options.
This session is a great opportunity to get your system ready for the new year with streamlined numbering, helpful reports, and flexible data exports, all inside GeoPermits.

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