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Hello,

 

What I am looking to accomplish is create a report that will include any instance during a specific day of the following :

  • the rep creates a case
  • the rep changes case owner to themselves
  • the rep makes a comment on the case 

Case Origin not equal to Menu Entry,Mobile Redirect,Web Integration 

 

These are my current filters:

 

Filter Logic:((2 AND (1 OR 3) OR 4)) AND (5 OR 6)

 

 

 

1. Case Owner equals "Aarron Gordon,Adrienne Bochert,Andrew House,Chris Falcone,David Severson,Evan Globelnik,Jeri Deyo,Katie Grimland,Kris Santos,Micheal Bach,Mike Asselin,Wolfgang Kaiser"

 

EditRemove

 

 

 

2. Case Origin not equal to "Menu Entry,Mobile Redirect,Web Integration"

 

EditRemove

 

 

 

3. Created By equals "Aarron Gordon,Adrienne Bochert,Andrew House,Chris Falcone,David Severson,Evan Globelnik,Jeri Deyo,Katie Grimland,Kris Santos,Micheal Bach,Mike Asselin,Wolfgang Kaiser"

 

EditRemove

 

 

 

4. Case Comment Created By equals "Aarron Gordon,Adrienne Bochert,Andrew House,Chris Falcone,David Severson,Evan Globelnik,Jeri Deyo,Katie Grimland,Kris Santos,Micheal Bach,Mike Asselin,Wolfgang Kaiser"

 

EditRemove

 

 

 

5. Case Comment Created Date equals "YESTERDAY"

 

EditRemove

 

 

 

6. Opened Date equals "YESTERDAY"

 

Any help is greatly appreciated.

 

Thanks!
1 answer
  1. Sep 11, 2017, 6:16 PM
    Emilio,

     

    You will need to do this as 3 separate reports:

     

    Case (For Case Creation)

     

    Case Comment (For Case Comment Creation)

     

    Case History (For Case Ownership Changes)

     

    - For Case History, you'll also need to ensure that field history is being tracked for the Case Owner field. You may also need to create a field to help facilitate this. Something like Case Ownership Change Date and any time an Owner is changed to the same person who is making the change, populate this field with Today's Date.

     

    Doug
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