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I have been asked to figure out how long a SF case is worked on not just opened and closed but the actual time the case took to complete.

 

#Analytics

1 个回答
  1. 2021年8月6日 17:42

    Hi Brett, 

     

    I would first try the Case Lifecycle report as this shows long a case was in certain statuses, so you could hopefully get the appropriate groupings and filters as needed. 

     

    Other than that, the best way to handle this is to put in a data model in place to track time for certain statuses. I've seen this done a couple of ways:

    1. Fields can be added to a case to track the date/time a case enters a certain status and then leaves that status

    2. A custom object can be used related to a case that creates a record for the date/time a case enters and leaves a status

     

    There's actually a package you can install that builds a data model around this latter option. 

    https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000E1hf7UAB

     

    What then this allows is for you to report on how long a case was in certain statuses. 

     

    Thanks,

    Mikey

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