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Customer Forum

People without a Case

External Posted: 2012-02-16 14:41

Is it possible to build a people report within Workbooks which has a criteria to only return People records for those who dont have a Workbooks Case and if so, how would this be achieved?

Regards

Samantha Jones - CABA

Workbooks Support Posted: Mon, 27.02.2012 - 07:53

Hi Sam

Yes, this is possible. Build your report on People then use GROUP_CONCAT to put all their Case reference numbers on one line, like this:

GROUP_CONCAT(cases.object_ref)

Summarise by the Person and use a calculated criteria to show only those rows where the Case reference numbers are blank.

Hope that helps.

External Posted: Tue, 13.08.2013 - 07:41

In the next release of Workbooks, due out in late summer, you can build the same report by undertaking the following steps:

  •  Create a new blank report based on People. Within the Details view add a column for Person Name and Case Reference (Cases > Case Number).

The details view now shows all People and any Cases they have. A summary view can be built to concatenate a Person Cases, to show them on a single row. To do this:

  • Select 'Add Summary View' and 'Add grouping column'. Group by 'Person Name'.
  • Add a Calculated column which uses the following formula:

        'GROUP_CONCAT( PARENT('Case Number') SEPARATOR ', ')'

 

This formula concatenates the Cases for each Person onto a single row.

  • Add a calculated criterion which says that 'Cases is not blank'.

The report should now look something like the one below (click to enlarge).