How to create a report filter condition based on fields in a referenced table?
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04-25-2024 06:57 AM
Suppose I wish to create a report to show the number of SLAs breached, grouped by the customer who reported them.
That can be done by creating a report using table task_sla, and grouping by the 'Created by' field. Easy.
Now what if I want to use an additional filter that only displays records for the customer's company.
And taking this a step further, I may also want to limit records to only a specific *parent* company.
How do I construct more complicated filters like this. There is no scripting option or way to construct arbitrary queries on the report creation form.
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04-25-2024 07:16 AM
Hey @afielden!
On your report, on the 'configure' tab select 'Choose columns.' It looks like you can bring in the columns 'Task.Company' and 'Task.Company.Parent'. Assuming that the company associated to the task is what you are looking for. And then report as normal. Hope that helps!
Cheers,
Josh
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04-25-2024 07:24 AM - edited 04-25-2024 07:27 AM
in the filters go to the bottom most option and click on < show realted fields > option , here you can dot walk in to reference field and create a filter. Eg. on incident table i can set filter as caller.comany is ACME.
Clicking on Show realted field will enble to dot walk in all reference fields on the selected table.
I hope this helps...
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04-25-2024 08:02 AM
No that doesn't allow you to navigate to the referenced information. You can do as Josh suggested, and navigate via the 'Group by' selector on the top left. Choose "caller.company.company name"
Use table incident_sla as the data.
