Export the Tags Requiring Action Report

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

• Required User Permissions

• The information in the report reflects your access to information in Resource Planning.

• You can only choose tags that are configured with an expiration date.

• Supported File Formats:

  • Comma Separated Values (CSV)

  • Portable Document File (PDF)

• Configure Tags for Resource Planning

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.

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.
     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.