Export the People List

Objective

To export the People List in Workforce Planning.

Background

The People List provides a list of every person that is managed in Workforce Planning, within the selected group. This includes people that are classified as 'Users', 'Assignable' or 'Both'. You can search, sort or filter the list to locate the people you want to view. 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 'View People' and 'Allow Exporting Data' granular permissions 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:
  • You can search, sort or filter before you export. The exported file reflects what is currently displayed on the People List.

Prerequisites

• View the People List
• Search, Sort and Filter the People List

Steps

Follow these steps once you have configured your columns, sort order and filters:

1. Click the Export  icon.
2. Select PDF or CSV.
   • If exporting a PDF, select the Page Orientation and Paper Size.
3. Click Export.
   Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.

See Also

• View the People List
• Search, Sort and Filter the People List