How to change a Reports' Queue
From the My Filings tab
- Go to Report Filings > My Filings.
![Screenshot 2023-02-28 at 1.31.07 PM.png 2041](https://files.readme.io/b03019f-Screenshot_2023-02-28_at_1.31.07_PM.png)
- Select the report (you might want to search or use filters).
- Click on the report in the table to open up the detail view.
![Screenshot 2023-02-28 at 1.31.21 PM.png 2041](https://files.readme.io/85f9263-Screenshot_2023-02-28_at_1.31.21_PM.png)
- Click on Go to * page.
- Click the Change Queue button:
![Screenshot 2023-02-28 at 1.32.07 PM.png 2041](https://files.readme.io/1080c39-Screenshot_2023-02-28_at_1.32.07_PM.png)
- Select the queue from the dropdown.
![Screenshot 2023-02-28 at 1.32.42 PM.png 2041](https://files.readme.io/3121353-Screenshot_2023-02-28_at_1.32.42_PM.png)
Success:
![Screenshot 2023-02-28 at 1.32.45 PM.png 2041](https://files.readme.io/01469ab-Screenshot_2023-02-28_at_1.32.45_PM.png)
From the Queued Filings tab
The steps are the same as above.
From the Admin tab
- Go to Report Filing > Admin.
![Screenshot 2023-02-28 at 1.33.39 PM.png 2041](https://files.readme.io/ecd42d0-Screenshot_2023-02-28_at_1.33.39_PM.png)
- Select the report or reports from the table (you might want to search or use filters):
![Screenshot 2023-02-28 at 1.34.26 PM.png 2041](https://files.readme.io/364ad69-Screenshot_2023-02-28_at_1.34.26_PM.png)
- Click Change queue:
![Screenshot 2023-02-28 at 1.34.42 PM.png 2041](https://files.readme.io/b926b57-Screenshot_2023-02-28_at_1.34.42_PM.png)
- Select the queue you want to move the report(s) to from the drop-down:
![Screenshot 2023-02-28 at 1.35.05 PM.png 2041](https://files.readme.io/2f92f9a-Screenshot_2023-02-28_at_1.35.05_PM.png)
Changes take effect immediately:
![Screenshot 2023-02-28 at 1.35.10 PM.png 2041](https://files.readme.io/68ba0e7-Screenshot_2023-02-28_at_1.35.10_PM.png)
Changing queues removes assignments.
If you change a reports' queue, the agent assigned to the report will be unassigned.
Updated 8 months ago