Overview


There are four reports in LaborChart that are available to run: Availability Look-Ahead, Assignment History, Workforce and Tags Requiring Action. All reports are available for saving and downloading. This article will explain the function of the Tags Requiring Action Report.


Running the Report


The Tags Requiring Action Report will pull together a list of all the Tags or Certifications that are expired or nearing their expiration date.


report


Select the Tags to be reported on using the Tag Filtering Drop-Down.


There are a few filtering options on this report that will allow you to choose the information you want to include, such as:

  • Include Tags that are within their Expiration Warning Range
  • Display Employee Number
  • Display Employee Job Title
  • Show Expiration Date
  • Show Time Until Expiration


filter


Once you have completed customizing the report, you will have the ability to download it as a PDF or CSV file.

To download the report:

  • Select the Download Icon located in the upper right corner of the page
  • Select the file type, page orientation and page size
  • Select the blue Export button


export

Below is an example of the Tags Requiring Action Report, downloaded as a PDF.

file


If there is a specific report that you use frequently, you can select the Save icon located in the upper right corner of the page. This will allow you to quickly access the report under the Use Existing Report Drop-Down. All selected Tags and configurations will be saved within the report.


save


Click HERE to watch the video relating to this article.


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