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I need to create a Case Lifecycle Report, and the preview looks exactly like what I would need.  I thought the default Case Lifecycle Report would be configured to display just like in the image.

 

https://na8.salesforce.com/img/rptcaselifecycle.gif

 

What customizations need to be made to change the formatting to something that will display the case age for each status?
21 respuestas
  1. 1 abr 2013, 9:32 p.m.
    Yeah, you'll need to create the report using the settings that I posted before:

     

    Format(Matrix)

     

    Row(Case Owner)

     

    Column (Case Status)
  2. 1 abr 2013, 8:21 p.m.
    That looks like a basic Matrix Report grouped by Row(Case Owner) and Column (Case Status)

     

    Can you post a screenshot of the report and settings, groupings, fliters, etc that you're using? 
  3. 13 nov 2024, 5:28 p.m.

    Sure thing @Steve Molis (and thanks again)

     

    1. You see in rows one and two the case was changed from a queue to a rep and it stamped that as a change despite report not being grouped by user
      1. Row 3 is what I was but the report sees all three rows as a "status change" and averages out results
    2. Row 4 and 5 again just an owner change
    3. Row 6 and 7 again just an owner change

    Since report (as far as I can tell) doesn't have any flag indicating if audit row was triggered by status or owner I can't filter out the extra information

     

    Sure thing (and thanks again) You see in rows one and two the case was changed from a queue to a rep and it stamped that as a change despite report not being grouped by userRow 3 is what I was but the

  4. 13 nov 2024, 5:00 p.m.

    @Brian Makas can you post screenshots?  For questions related to Reports and Dashboards those are really helpful 

    (otherwise it's kinda like playing "Pin the Tail on the Donkey")

  5. 13 nov 2024, 4:47 p.m.

    @Steve Molis When grouping just by status it still shows all owner changes as if they were status changes.

  6. 12 nov 2024, 11:51 a.m.

    Thanks @Steve Molis, sadly it looks like there's still no option to track time in stage on its own but appreciate the reply.

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