CarolMcconnell
5 years agoQrew Captain
Report user field consolidation
I need help with creating a summary report. The user will enter a beginning and starting date. That date could be in the Closed date or the reclosed date fields.
This is how the breakdown should go.
Assigned to with a closed date in the date range entered
Transferred to with a closed date in the date range entered
ReAssigned to with a reclosed date in the date range entered
I need to summarize by Employee name and number of records. The employee name could be in any of the three user fields, assigned to, transferred to or reassigned to.
I can't think of how to do this.
1. If they were in the assigned to field and had a closed date with in the date range it should be counted as 1
2. If they were in the assigned to field and did not have a closed date with in the date range but they were also in the reassigned to field and the reclosed date is in the range they should be counted as 1
3. If they were in both and the date range for both closed field where in the date range, then the count should be 2.
Thank you for your help.
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Carol McConnell
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This is how the breakdown should go.
Assigned to with a closed date in the date range entered
Transferred to with a closed date in the date range entered
ReAssigned to with a reclosed date in the date range entered
I need to summarize by Employee name and number of records. The employee name could be in any of the three user fields, assigned to, transferred to or reassigned to.
I can't think of how to do this.
1. If they were in the assigned to field and had a closed date with in the date range it should be counted as 1
2. If they were in the assigned to field and did not have a closed date with in the date range but they were also in the reassigned to field and the reclosed date is in the range they should be counted as 1
3. If they were in both and the date range for both closed field where in the date range, then the count should be 2.
Thank you for your help.
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Carol McConnell
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