How to use OOTB Balance of function in Report Definition?
How do I use Balance of < > items in status < > created < > resolved < > and last week < >? function to get a list of open, resolved tasks (cases) and group by operator?
User Story (Customer Requirement):
As a Manager, I need a report on list of open tasks and resolved tasks for the previous week and grouped by employee (operator).
Currently solution I am trying is building a custom report definition:
The report definition is under UGC-US-MI-CS-Work-UW and is configured as follows:
Query tab:
| Column source | Column name | Summarize | Sort Type | Sort order |
|---|---|---|---|---|
| .pyStatusWork | ECM Cases | Count | <blank> | |
| Balance of <Resolved> items in status <.pyStatusWork> created <.pxCreateDateTime> resolved <.pyResolvedTimestamp> and last week <Current Week> |
Edit Filters:
How do I use Balance of < > items in status < > created < > resolved < > and last week < >? function to get a list of open, resolved tasks (cases) and group by operator?
User Story (Customer Requirement):
As a Manager, I need a report on list of open tasks and resolved tasks for the previous week and grouped by employee (operator).
Currently solution I am trying is building a custom report definition:
The report definition is under UGC-US-MI-CS-Work-UW and is configured as follows:
Query tab:
| Column source | Column name | Summarize | Sort Type | Sort order |
|---|---|---|---|---|
| .pyStatusWork | ECM Cases | Count | <blank> | |
| Balance of <Resolved> items in status <.pyStatusWork> created <.pxCreateDateTime> resolved <.pyResolvedTimestamp> and last week <Current Week> |
Edit Filters:
| Condition | Caption | Column source | Relationship | Value |
|---|---|---|---|---|
| A | .pxObjClass | Is equal | "UGC-US-MI-CS-Work-UW-ECM" |
Pegasystems Inc.
US
Hello,
When I tried to run the pyWeeklyThroughput report inside designer studio, it throws Error:
"**** The Input Parameters provided to function pxBalance are incompatible".
Pegasystems Inc.
US
| Operator | pxCurrentWorkPool | pxWorkGroup |
|---|---|---|
| CASysAdmin | PegaCA-Work | Default |
| jariwalan | UGC-US-MI-CS-Work | CS_Underwriting |
Hello Ronald,
I can run the OOTB report when I use CASysAdmin operator login. When I run it under my operator login, the above error shows up. I have checked all of the roles/privileges are appropriate. The only difference I see is that the filter condition takes in following under two operators as seen above. Any help is appreciated.
Pegasystems Inc.
IN
Hello Nilesh,
Can you check with [email protected] operator also.
Did you customized the pyWeeklyThroughput OOTB RD and send us the screen shots of pyWeeklyThroughput RD.
Regards,
Praveen