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Report-Managed Items

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Message 1 of 4
Eanes.Nikki
440 Views, 3 Replies

Report-Managed Items

I'm trying to create a report that shows the total number of completed change orders for this current month with the total items that were changed (what was added on the Managed tab).  I don't see anything in the report groupings to relate back to the Managed tab.  What am I missing?

 

I have selected in the Grouping: Change Order Number, Last Action, Facility 

Display Columns show: Change Order Number, Last Action, Facility

Filter shows: Current State contains Released & Last Action Date for this Month

I'm sorting by Change Order Number

No Chart.

 

How do I now add in the number of Managed Items related to the Change Order?

 

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3 REPLIES 3
Message 2 of 4
broepke
in reply to: Eanes.Nikki

I think I have what you're looking for.  However I didn't add as many items to count on the chart so that might add to the complexity.

 

First off I set the grouping so I can get the dates grouped by month as well as the "Item" (wich was the field called "item" from the managed item tab...)

 

Screen Shot 2014-08-06 at 2.00.56 PM.png

 

Then... you can see my fields how I have them set - including which ones are set to "count" so i can get the right totals.

 

Screen Shot 2014-08-06 at 2.01.07 PM.png

 

Finally... the results.  Is this close?

 

Screen Shot 2014-08-06 at 2.00.24 PM.png



Brian Roepke
Director, Analytics & Insights
Message 3 of 4
broepke
in reply to: broepke

This is a little better view of what fields are added and which one's are set to "count"

 

Screen Shot 2014-08-06 at 2.14.10 PM.png



Brian Roepke
Director, Analytics & Insights
Message 4 of 4
Eanes.Nikki
in reply to: broepke

Yes that was it.  I didn't realize the link item went to the Managed Items.  Thanks so much for your help!

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