We send assessments out on each completed service request and primarily use the Metric Result [asmt_metric_result] table for reporting. This allows us to dot walk to the task table and extended fields to get information about the requested item and include it in the report and/or use it as a filter. For example, here is the configuration of a report that shows us the overall satisfaction scores for the Conferencing Item.
Both the selected column Instance.Task.Item [Requested Item] and Item in the filters use extended fields and while this would allow us to create a report for any given Requested item, my preference would be to create a report like this without the item filter, put it on a dashboard or homepage and use an interactive filter on the Item field. However, when I go to build the interactive filter relationship, I do not see a way to get to extended fields. Does anyone know of a way to do this? I could probably build a database view to bring the item field directly into the table I report from, but I'd rather use existing tables if I can.
I have not tried but you could try build it up in a list and copy query
After you have copied the refrence, edit it in list view and paste it here:
That property is already set to true and allows me to use extended fields in the report filter itself, but the dialog for selecting the field to setup the Interactive Filter Reference table shows only the fields that are in the task table and not the extended fields like Requested Item.
I have not tried but you could try build it up in a list and copy query
After you have copied the refrence, edit it in list view and paste it here:
