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LaurenGrometer's avatar
LaurenGrometer
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2 months ago

Summary report w/multi-select field

Hello, First, thank you in advance for any thoughts and suggestions you might offer here. I would like a report for the average hours worked per technician per week. They record the total time on site in each dated work order record. Thus far, I have created a summary report that summarizes the work time order time by average and it is grouped by week and by the assigned technician in the record. However, this field is a multi-select and there are some records with multiple values as some work orders have multiple assigned technicians. The resulting summary report displays each assignment as a value, meaning the assigned technician(s) rather than searching and filtering for each individual technician, and then averaging each of their hours. I am not sure how best to resolve. I really appreciate your input. 

  • A low tech solution is to use a Dynamic Filter on that Multi Select field and it will allow you to isolate a single technician at a time.

    Another solution is to change the the concept of a Multiple Select field to select the Technicians,  to instead have a child table of Assigned Technicians.  You can still roll up a summary of the assigned technicians using a Combined Text Summary field to the parent Work Order record.

    Then you look up the Work Order hours down to that Assigned Technicians table and run your reports there.

    The last option is a bit more complicated to set up is that you would have a Pipeline that would create Child Assigned Technicians records whenever the assigned technicians in that multi - select field was changed