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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-export-wfp.png 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.
 Tip

If a report does not immediately download, you can check the status by navigating to Reports and Queued Download.