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02-27-2024 06:24 AM
Good Morning - I received a request to create a report that includes all weekends of the month except for the last weekend. Is it possible to do this in basic reporting? Or would this be Performance Analytics? We do have PA but that's a whole different beast that I have not been trained on yet.
Thanks,
Jewell
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02-27-2024 11:49 PM
Hi @jaubert ,
This should be possible through the normal report designer. Please look at below condition which I think should do the trick:
Opened on Saturday or Sunday is = weekends
Opened before 7 days ago exclude last weekend
Opened on this month = month wise (Here you could also do a times series report by per month - if you would like this, the condition should be removed)
If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
best regards
Anders
If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.
Best regards
Anders
Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/
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02-27-2024 07:59 AM
What are you trying to report on? And the direct answer to your question is: no, you can't do this with basic reporting. What is the use case? What is happening in the last weekend? And do know that this can turn ugly quick... what is the last weekend of the month when the first of the next month is on Sunday?
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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02-27-2024 08:08 AM
We are noticing that some of our locations are starting to open on the weekends. It's been like this for the past 3 months. We are just wanting to see how many tickets are being submitted so that we can work on a schedule for support to be available if the demand is high. But we do have a department that works on the last weekend of the month, so we want to exclude those numbers from the report. And the weekend would include a Saturday, this is typically when they would be opened. So if the first day of the next month starts on Sunday, that is fine. It's mainly the last Saturday.
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02-27-2024 11:19 PM
You're not going to get that out of the system, but looking at your requirement: create a column chart on the table you want to see with condition 'created on last three months', because it didn't happen earlier.
If you put the 'group by' on 'created' and add 'per' as day and a count aggregation, it will show you on which day how many tickets were created. Clicking through on the 'saturday' option, you will get all tickets created on a Saturday. For just 3 months, it's easy to just check on the weekends you already have a team in place.
As a few pointers (I have set up support teams myself): if locations are starting to open, that will probably be a trend, so more will follow, causing the numbers to rise. Once they know you are supporting them, the numbers will rise even more.
Does your team have enough work left over from during the week? Can they work on other tickets if no new ones are getting in? In that case, you can plan people with a margin to the top (if you get enough tickets for 2.2 man-days, you can plan 3, because the work is there).
It shouldn't really matter how many tickets are created in the last weekend, because I don't think there will be a huge difference between the weekends. Maybe at this moment, because location know that their tickets are handled in the last weekend, but that difference will disappear once the other weekends get staffed as well. I think your plan should start with just checking the numbers in the weekend. It will even itself out once you get started.
Good luck, and if anything else is needed, let me know.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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02-27-2024 11:49 PM
Hi @jaubert ,
This should be possible through the normal report designer. Please look at below condition which I think should do the trick:
Opened on Saturday or Sunday is = weekends
Opened before 7 days ago exclude last weekend
Opened on this month = month wise (Here you could also do a times series report by per month - if you would like this, the condition should be removed)
If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
best regards
Anders
If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.
Best regards
Anders
Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/