Jim Posted March 30, 2023 Posted March 30, 2023 Hello, I would like to be able to run daily reports filtered to only activities completed that date on a request - Is there anyway I can use a filter on reports that can check if an activity has been completed and the date it was completed? I've tried searching the obvious tables using task or activity but not finding what I'm after Thank you
Steve Giller Posted March 30, 2023 Posted March 30, 2023 Is this report definition the kind of thing you're after? Please note: I built it as a Platform Report so you'll need to be in Platform Configuration->Reports to upload it, but if you're creating your own from scratch you should be able to do that in Service Manager->Reports tasks-completed-today.report.txt
Jim Posted March 31, 2023 Author Posted March 31, 2023 Hi @Steve Giller This may be useful for something else but not quite what I am after, we have a task in a new starter process which captures the user id and email of the new user, I want to be able to extract this in reports to send to our HR team, so I would like to run this report daily only on requests which have had the activity completed that day hopefully this makes sense?
Jim Posted March 31, 2023 Author Posted March 31, 2023 I have managed to achieve what I wanted, just for reference below for joining the tables and then I am filtering based on the task title I am after
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