Cases Report

Hi, 

I am trying to create a report that shows percentage of cases closed with 30 days (month-wise). 

For now i created a customer integer field that calculates the number of days between case created and case closed but can i generate the above report?

Any help would be greatly apreciated

  • Hi  ,

    Since you've already created a custom integer field to capture the days to close, you have a good start on what else you will need. The next thing to do is create a dropdown field to capture the time-to-close ranges you want to report on (e.g. "30 Days or Less", "31 to 60 Days", "Greater Than 60 Days"). When creating that field, make it calculated so that it evaluates the integer and assigns the corresponding dropdown entry. The formula would look something like the following:

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    ifElse(
    isInList(
    $status,
    createList(
    "Closed"
    )
    ),
    ifElse(
    not(
    greaterThan(
    $days_to_resolution_c,
    30
    )
    ),
    "30 Days or Less",
    ifElse(
    not(
    greaterThan(
    $days_to_resolution_c,
    60
    )
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    Once you have that field created, force recalculation on your existing closed cases. Then, you can then build a summartion report grouped on your new dropdown field with a pie chart to see the percentage of cases closed in 30 days or less compared to the entire set of closed cases.

    Chris

  • Hi Chris,

    Thank you for your response,

    I am getting this error?

    Is there anything I can do?

    Cannot read properties of undefined (reading 'returnType')

  • Hi  ,

    Please clarify where you are receiving the error. Please also paste a copy of the formula you are using.

    Thanks!

    Chris

  • I get the error when I am while saving the formula after making the field time_to_close calculated.

    ifElse(
    isInList(
    $status,
    createList(
    "Closed"
    )
    ),
    ifElse(
    not(
    greaterThan(
    $time_to_resolution_c,
    30
    )
    ),
    "30 Days or Less",
    ifElse(
    not(
    greaterThan(
    $time_to_resolution_c,
    60
    )
    ),
    "31 to 60 Days",
    "Greater Than 60 Days"
    )
    )
    )

    I copy pasted your formula exactly te only thing I changed was the field name days_to_resolution to match the field name I had created which is time_to_resolution (I know i previously said days_to_resolution but that was the display label 

  • Hi  ,

    Apologies, I had a syntax error in the formula I previously shared. Here is the proper syntax:

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    ifElse(
    isInList(
    $status,
    createList(
    "Closed"
    )
    ),
    ifElse(
    not(
    greaterThan(
    $time_to_resolution_c,
    30
    )
    ),
    "30 Days or Less",
    ifElse(
    not(
    greaterThan(
    $time_to_resolution_c,
    60
    )
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    Chris

  • Thank you so much. That works. But how do you force recaculation?

  • Hi  ,

    You can force recalculation on existing records via the list view mass actions menu.

    Chris

  • Hi Chris, 

    Thank you so much for helping out with this. I've been also asked to include cases that have the status: open as well. So for all cases that does not have the status as 'closed', how can I just show the status as open ? Would that be possible? Any help would be appreciated