How can you create a report to show requests rejected at specific stages of a RITM?

Nathalie Cancik
Tera Contributor

I am creating reports, and I have a requirement to show requests rejected at specific stages of a RITM. The first stage has an approval and the second stage has a task that someone is assigned to. 

I rejected the approval at the first stage I'm looking at to test it out, and that changes the stage to Request Cancelled and finishes the workflow. I’m not sure how I would specify that it was rejected at that particular stage in a report. Is there any way to tell cancelled records apart? I don’t know if it’s the best idea, but I was thinking I could possibly have two hidden checkboxes on the RITM called “Rejected at ____ stage” and set up logic to have them checked in some way through workflow, business rule, etc. Any help is appreciated! 

 

1 REPLY 1

Community Alums
Not applicable

Hi @Nathalie Cancik ,

You'll want a metric on stage on RITM and then a report should be pretty easy from there.

Take a look in the Metric Definitions view at the "Incident State Duration" - first step is to make a copy of that for Requested Items and point to the field that you want to monitor.

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep