How to use Custom Tabs in Queue View

Custom Tabs let you open saved Queue View reports directly inside a Queue View. These tabs provide quick access to report data such as future bookings, summaries, and charts.

Permissions required:
N/A

Important: Custom Tabs follow the user’s existing permissions. Users will only see data they are authorized to access, even if the original report includes other locations or broader data.

Open a Custom Tab

1. Open the Queue View that has Custom Tabs.

2. Select the Custom Tab tab you want to view.

3. Review the report information displayed in that tab.
   

Each tab loads the saved version of the report associated with that Custom Tab.

What you can do

With Custom Tabs, you can:

• View saved report output

• Review future bookings details

• View charts and dashboard-style reports

• Access multiple saved reports from one Queue View

What you cannot do directly in Queue View

You cannot fully change report settings from within the Custom Tab.

This includes changes to:

• Time frame

• Selected fields

• Criteria

• Saved report filters

To make changes, the report must be updated in the original instance and saved again.

Understand what data you see

The data visible in a Custom Tab depends on your user permissions.

If your account only has access to a specific location, you will only see data for that location, even if the original report was built with broader visibility.

Example:
A user with New York-only access will only see New York results in the Custom Tab.

Viewing additional tabs

If there are more tabs than can fit in the visible area, look for a plus (+) indicator. This shows there are additional tabs available.

Select the additional tab from the overflow area to open it.

Best practices for users

• Use Custom Tabs for quick report review

• Treat the report as a saved view, not a live editable report builder

• Contact your administrator if a report needs different filters or date ranges

• Confirm your permissions if expected data does not appear

If you still need any support or have any questions please reach out to our Qtrac Support Team.