Reporting on automation

[Shaddai]

Im looking to create a PA dashboard that evidences how many tasks are automated. Rather than look at the tasks raised by users I would need to look at the actual task and report on those that are closed by the system. For example, we have 50 catalogue requests, 23 of those are automated. Is this possible?

[Tai Vu]

Hi @Shaddai 

Yes, you can have 2 Automated Indicators, including 1 for tasks closed by users and 1 for tasks closed by system.

Then, create 1 more Formula Indicator to calculate the percentage of automated (manual) tasks. Like your example: 23 automated / 50 in total = 46% tasks are automated.

Cheers,

Tai Vu

[Shaddai]

Thanks Tai

This would just show the volume of requests raised that are either closed by the user or by the system though wouldn't it? I need to look at the actual forms themselves and report on which ones are automated and which ones arent. 

[Tai Vu]

Hi @Shaddai,

So if you're looking for displaying tickets closed by the system and actual users separately, you can leverage the Dataset feature in Reports. Sample:

The key point is whether your data structure allows you to filter tickets closed by the system versus those closed by normal users. For example, if system-closed tasks are always marked with a specific integration user in the Closed by field, you can just filter based on that.

Cheers,
Tai Vu