Performance Report Help

The Performance Report enables you to view the details of all Work Queue tasks.

To view a Performance Report:

1. Click the Advanced Search () icon.
2. Enter the Date Filter Option. Choose between Due Date, Completion Date, or Created Date.
3. Select Date Range or Custom Dates using the radio button.
   • For Date Range, choose an option using the drop-down menu.
   • For Custom Dates, enter the From and To dates.
4. Select the values for the following filters, as required:
   • Created By – Select the user.
   • Group By – Select the grouping method.
   • Priority – Select the priority.
   • Status – Select the status.
   • Task Owner – Select the task owner.
   • Type – Select the type.
   • Sub Type – Select the sub type for the Type filter, selected above.
5. Click Apply. The report displays the information for the fields selected.

To edit a task:

1. Select a task and double-click.
2. Click the Comment button to enter a comment for the task. Enter the comment and click Save.
3. Click the Workflow button and select the workflow from drop-down list.
4. The Task tab lists all the details of the task. Make any necessary changes and click Save.
5. The Comments tab lists all the comments for the particular task.
6. The History tab lists the complete history for the particular task.
7. Click Delete to delete the task.

To export the report:

1. Click the Export to arrow and select:
   • PDF - To export the report in PDF format.
   • CSV - To export the report in CSV format.