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Nilesh Jariwala (JAYAN1)
PEGA
Lead Business Architect
Pegasystems Inc.
US
JAYAN1 Member since 2011 4 posts
PEGA
Posted: June 22, 2016
Last activity: July 8, 2016
Posted: 22 Jun 2016 15:12 EDT
Last activity: 8 Jul 2016 6:36 EDT
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How to use OOTB Balance of function in Report Definition?

How do I use Balance of < > items in status < > created < > resolved < > and last week < >? function to get a list of open, resolved tasks (cases) and group by operator?

User Story (Customer Requirement):

As a Manager, I need a report on list of open tasks and resolved tasks for the previous week and grouped by employee (operator).


Currently solution I am trying is building a custom report definition:


The report definition is under UGC-US-MI-CS-Work-UW and is configured as follows:


Query tab:

Column source Column name Summarize Sort Type Sort order
.pyStatusWork ECM Cases Count <blank>
Balance of <Resolved> items in status <.pyStatusWork> created <.pxCreateDateTime> resolved <.pyResolvedTimestamp> and last week <Current Week>


Edit Filters:

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How do I use Balance of < > items in status < > created < > resolved < > and last week < >? function to get a list of open, resolved tasks (cases) and group by operator?

User Story (Customer Requirement):

As a Manager, I need a report on list of open tasks and resolved tasks for the previous week and grouped by employee (operator).


Currently solution I am trying is building a custom report definition:


The report definition is under UGC-US-MI-CS-Work-UW and is configured as follows:


Query tab:

Column source Column name Summarize Sort Type Sort order
.pyStatusWork ECM Cases Count <blank>
Balance of <Resolved> items in status <.pyStatusWork> created <.pxCreateDateTime> resolved <.pyResolvedTimestamp> and last week <Current Week>


Edit Filters:

Condition Caption Column source Relationship Value
A .pxObjClass Is equal "UGC-US-MI-CS-Work-UW-ECM"

 

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