I would like to create a chart on customer service dashboard that shows the number of open vs closed orders for that day

  • 0
  • 1
  • Question
  • Updated 9 months ago
  • Answered
Photo of SkyTriv

SkyTriv

  • 212 Points 100 badge 2x thumb

Posted 9 months ago

  • 0
  • 1
Photo of Evan Martinez

Evan Martinez, Community Manager

  • 8,754 Points 5k badge 2x thumb
Hi SkyTriv,

So typically your first step in this instance is to go into the table that holds your Order records. Then in that table you would build out the chart you are looking for. For example if you wanted a simple pie chart that showed open versus closed you would create a report/chart, select chart as your option, and then when you go into the report builder you would select the chart type you are looking for and define your Series (which is most likely the field you use to indicate if an order is open and closed) and then your Data Value (which sounds like # of orders). It should look a bit like the linked screenshots below that are a Project report sorting by Status, you would just want to use your Order Status field instead for your Series. 


Then once you have the report built in your Orders table you can add a report widget to the customer service dashboard and add that specific chart to the dashboard. I hope this suggestion is helpful. 
Photo of SkyTriv

SkyTriv

  • 212 Points 100 badge 2x thumb
Thank you!
Photo of Evan Martinez

Evan Martinez, Community Manager

  • 8,754 Points 5k badge 2x thumb
I'm very glad that was helpful
Photo of SkyTriv

SkyTriv

  • 212 Points 100 badge 2x thumb
Also, I am trying to create a formula that will show the status of the order being either open or closed.

I currently have the formula below to show when the status of the order is closed

If(not IsNull([Engineering Complete Date]),"Closed",[Status Update])

This formula works correctly to show the closed status in the pie chart, however the other field in the pie chart just show "blank" instead of "open". On the pie chart it still shows the amount of orders that are still open. It is just confusing to people to have it be called "blank" instead of "open"

How do I add onto this formula to show the open orders?

Thanks!