6 Replies Latest reply on Aug 20, 2019 1:05 PM by Gary Knapp

    Multiple Filters in a Custom Report

    Gary Knapp
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      Has anyone been able to get multiple filters working in a custom report?

       

      I am trying to report on tickets opened by a list of requestors in a date range grouped by the requestor. I can run the report without filters, or by filtering by date range, I cannot figure out the filtering by a list of requestors.

       

      Because this is a custom report it is not covered in the support agreement.

        • 1. Re: Multiple Filters in a Custom Report
          Cris Coffey

          Hey Gary support should still be able to help you create the filter and walk through it to see if there is an issue there. What type of filter are you trying to do?  Is it static, always the same requestors, or dynamic where you are selecting the requestors?

          • 2. Re: Multiple Filters in a Custom Report
            Gary Knapp

            My initial thought was I was using the incorrect operand. for the requestor when the parameter was set to multi-value.

             

            This was correct. I just found the "is any of" operand. The report is now functioning as expected.

            1 of 1 people found this helpful
            • 3. Re: Multiple Filters in a Custom Report
              Cris Coffey

              Ah, that’s good news. So what does this report do? Prompt for you to select technicians? The reason I am asking is because other users may want a similar report and yours may help them.

              • 4. Re: Multiple Filters in a Custom Report
                Gary Knapp

                We were wanting to see the tickets by selected requestors for a particular date range.

                 

                This was to address a couple of things.

                1. Not maintaining the list of active requestors. We know we can set inactive requestors but haven't been on top of this. This would work for any subset of requestors.

                2. We had a significant event in our business on a particular date and we are looking trends starting on that date.

                 

                To duplicate this report:

                Create a New Report with Ticket for the Data Source. We called it Tickets by Requestor.

                Design in Report Wizard as a Data Bound Report.

                Select Ticket for the Available Columns.

                Select  the Columns in order:

                • Requestor
                • Ticket ID
                • Open Date Time
                • Assigned to Technician
                • Priority
                • Expect Due Date Time
                • Status

                Group by Requestor

                Select Ticket ID Count

                Select Layout - suggest Align Left 1

                Select Style

                Enter the Report TItle

                Finish

                Check Alignments (We had to adjust  the Count label and data to not overlap.)

                Go to the Field list

                Add Parameters

                • Requestor
                1. Check Multi-Value
                2. Change Look-up settings to Dynamic List
                3. Set Data Source to Track-It! Data Source
                4. Set Data Member to Ticket
                5. Set Display Member to Requestor
                6. Set value Member to Requestor
                • DateFrom
                1. Change Type to Date
                2. Clear Default Value
                • DateTo
                1. Change Type to Date
                2. Clear Default Value

                Go to Properties of the Report

                add Filter String

                1. Add Condition "Requestor  Is Any Of (Parameter) Requestor"
                2. Add Condition " Open Date Time Is Between (Parameter) Date From and (Parameter) DateTo"

                 

                My next step is to add a pie chart of requestors by ticket count.

                1 of 1 people found this helpful
                • 5. Re: Multiple Filters in a Custom Report
                  Cris Coffey

                  Gary, this is awesome. I was thinking you would export the report and attach it here but this description is great.

                  • 6. Re: Multiple Filters in a Custom Report
                    Gary Knapp

                    I would have attached the report, but I'm having the same issue as Track-IT 2018.3! Multi-Value Parameter Report Error  with 19.2.

                    When I export the report it doesn't import correctly. I get a 404 not found error after importing. The same as the editing error.  I was hoping Edith found a solution.