How do I create a dashboard report for my Staff Action - Work Queue

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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