Export the Tags Requiring Action Report

Objective

To generate and export the Tags Requiring Action report in Resource Planning.

Background

The Tags Requiring Action report displays a list of all tags that are expired or nearing their expiration date. See Configure Tags for Resource Planning and How do I use tags with expiration dates in Resource Planning? 

Things to Consider

• Required User Permissions
• The information in the report reflects your access to information in Resource Planning
• Supported File Formats:
  • Comma Separated Values (CSV)
  • Portable Document File (PDF)

Steps

1. Navigate to the Company level Resource Planning tool.
2. Click Reports and select Tags Requiring Action.
3. From the drop-down list, choose the Category of tags.
4. Mark the checkboxes for the Tags to include in the report.
   Note: You can only choose tags that are configured with an expiration date.
5. Configure your report with the following options:
   • To 'Include Tags that are not expired but within their warning range,' move the toggle to the ON position. See How do I use tags with expiration dates in Resource Planning?
     Note: If this toggle is OFF, only expired tags are included in your report.
   • To 'Show Employee Number,' move the toggle to the ON position.
   • To 'Show Employee Job Title,' move the toggle to the ON position.
   • Select whether to display the tag by Name, Abbreviation, or Both.
   • To 'Show Expiration Date,' move the toggle to the ON position.
   • To 'Show Time Until Expiration,' move the toggle to the ON position.
6. Click the export  icon, then select to download a CSV or PDF. 
   • If exporting a PDF, select the page orientation and paper size.
7. Click Export CSV or Export PDF.

See Also

• Configure Tags for Resource Planning 
• How do I use tags with expiration dates in Resource Planning?