How to create a report filter condition based on fields in a referenced table?

afielden
Tera Contributor

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.

 

3 REPLIES 3

Josh_H
Giga Guru

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

Sohail Khilji
Kilo Patron

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.

SohailKhilji_0-1714055268790.png

 

 

Clicking on Show realted field will enble to dot walk in all reference fields on the selected table.

 

I hope this helps...


☑️ Please mark responses as HELPFUL or ACCEPT SOLUTION to assist future users in finding the right solution....

LinkedIn - Lets Connect

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.