Reporting on Two casetypes which are under same class group
With two case types defined under the same class group, if I create a report in one case type, I need to fetch records from both. What's the best approach.
Accepted Solution
Updated: 16 Apr 2025 8:29 EDT
Eclantiqx
SG
Hi @Yuvaraj, In the Report Definition, under the Data Access tab, we have an option "Report on descendant class instances"; enabling this checkbox helps in retrieving all instances from the two case types.
EvonSys
IN
Create a report at class group class instead of case type class.
ex: XYZ-ABC is a class group and XYZ-Work-A is case type 1 and XYZ-Work-B is case type 2, then create a report in XYZ-ABC.
Accepted Solution
Updated: 16 Apr 2025 8:29 EDT
Eclantiqx
SG
Hi @Yuvaraj, In the Report Definition, under the Data Access tab, we have an option "Report on descendant class instances"; enabling this checkbox helps in retrieving all instances from the two case types.