Export the Workforce Request List

Objective

To export the Request List in Workforce Planning.

Background

The Requests List provides a list of all open workforce requests that have been submitted. You can search, sort and filter the list, as well as 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 'View Requests' 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. Your export reflects what is currently displayed on the workforce Request List.

Prerequisites

• View the Workforce Request List
• Search, Sort and Filter the Workforce Request 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.

See Also

• View the Workforce Request List
• Search, Sort and Filter the Workforce Request List