How do I create a dashboard report for my Staff Action - Work Queue
  • 17 Jul 2024
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How do I create a dashboard report for my Staff Action - Work Queue

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Article summary

To create a dashboard that will display when you click on the "Reports" icon, on the Staff Action Work Queue, please do the following:

Step 1: When setting up a program dashboard, set up a tab called "workqueue" (not case sensitive - but do not add spaces).

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Steps to create a Program Dashboard Tab
  • Go into Programs (Resources > Programs & Activities > Programs)
  • Select your Program by clicking on its ID
  • Click on the Dashboard/Reports icon
  • Click on the Edit Layout icon
  • In the Dashboard Settings panel, click the Options drop-down and select Configure Tabs
  • Click New Dashboard Tab
  • Enter a Name and an optional Sort Order
  • Click Save
  • Click Return
  • Close the Dashboard Settings panel
  • Click Return
  • Close the Program

Step 2: In the Staff Action - Work Queue, when you click the Report icon, you get the 'Workqueue' dashboard contents:

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