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Topics#Reports & DashboardsMinhaj_Developer Arifin's Question
Minhaj_Developer Arifin (FirstPagely) asked in #Reports & Dashboards
Jul 16, 2017, 9:39 PM

On a Dashboard display Total Number of Cases with 'Closed' Status and also give the users the ability to view the Record Types for these Closed Cases

Hello, 

 

I have 3 Record Types for  Cases. 

 

I am creating a dashboard on which I would like to display the following: 

 

1. Total Number of Cases that have been closed today.

 

2. The user should be able to view these closed Cases by Record Type. So they should see:

 

12 Cases closed today for Record Type A

 

19 Cases closed for today Record Type B 

 

23 Cases closed for today Record Type C

 

 

 

What type of Report would I need to create. Would I need to group this report by any particular column? 

 

What chart/metric/ would I add to the dashboard? 

 

Thanks for your help! 

 

 
2 answers
  1. Sunil Sarilla (M&G Investments)
    Jul 16, 2017, 10:21 PM
    Hi Minhaj,

     

    Create a summary or matric report using the report type cases.

     

    Filter the report where Closed Date equals Today

     

    Group the report by Record Type

     

    Now create a vertical bar chart

     

    X-Axis: Record Type

     

    Y-Axis: Record Count

     

    Save the report

     

    See the screenshot of the report filter

     

    Hi Minhaj, Create a summary or matric report using the report type cases.

     

    On Dashboard, select the Vertical Bar chart as the component and use the report as the data source.
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