Problem Management Reports that include task root cause codes

LuanneI
Tera Contributor

How are companies creating Problem Management Reports to include root cause codes from tasks?

2 REPLIES 2

M Iftikhar
Tera Sage

Hello @LuanneI,

 

You can achieve this by creating your report on the Problem Task [problem_task] table instead of the main Problem table. This way, you’ll have direct access to the Root Cause Code and other task-level fields.

Then, include the Problem (parent) details in the report by adding related fields from the Problem record, for example, Problem Number, Problem Statement, or Description.

Result:

MIftikhar_0-1761130853780.png

MIftikhar_2-1761130901508.png

This setup lets you view both the individual task data (like root cause codes) and the high-level problem context in one place.

 

 If my response helped, please mark it as the accepted solution so others can benefit as well.  

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @LuanneI 

You can create a report on the PTask table and then dot-walk to the parent/problem record to get all the fields from the parent. This is the best way to do it.

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Dr. Atul G. - Learn N Grow Together
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