Export the Tags Requiring Action Report

Objective

To generate and export the Tags Requiring Action report in Workforce 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 Workforce Planning and How do I use tags with expiration dates in Workforce Planning? You can export the report to one of the supported file formats.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    OR
    'Read Only' level permissions or higher on the Workforce Planning tool with the 'Allow Exporting Data' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Supported File Formats:
  • Comma Separated Values (CSV)
  • Portable Document File (PDF)
• Additional Information:
  • The information in the report reflects your access to information in Workforce Planning.

Prerequisites

• Configure Tags for Workforce Planning

Steps

1. Navigate to the Company level Workforce 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 Workforce 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.

Next Steps

• Create Saved Reports in Workforce Planning

See Also

• How do I use tags with expiration dates in Workforce Planning?
• Export the Availability Look-Ahead Report
• Export the Assignment History Report
• Export the Workforce Report