Need help with a report to display all Incidents and Tasks assigned to Inactive user

Mark Nguyen · ‎03-31-2022

Hi Platform Analytics Community,

I have a requirement to report on all Incidents and Tasks assigned to a specific inactive user who is no longer with our company.

I am using Task [Task] table but got stuck in how to build the appropriate conditions to query for the inactive user.

Does anyone have any experience building this type of report? Is admin role required to be able to see inactive users in report administration?

AndersBGS · ‎03-31-2022

Hi Mark,

Just utilize below filter instead:

Assigned to contains the_interactive_user_name. Remember the state - Otherwise you get also closed, resolved and so on task.

Please also know, that the task table contains a lot - it could be you should specify to incident, request and so on.

If above answer has helped you in archiving your goal, please mark my answer as helpful or/and correct answer.

Best regards

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
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linkedIn: https://www.linkedin.com/in/andersskovbjerg/

View solution in original post

chrisperry · ‎03-31-2022

I don't think you will need admin to see inactive users for selection in reports.

You could create a report on the task table as below, and filter on Task Type field as needed:

If this answer is helpful please mark correct and helpful!

Regards,

Christopher Perry

If this answer is helpful please mark correct and helpful!

Regards,
Chris Perry

Mark Nguyen · ‎03-31-2022

Thanks for the reply.

The issue is when using the Assigned To field I am unable to choose an Inactive user. I can only show Active users.

I suspect it's because in order to see Inactive user it may require admin role but I am not exactly positive.

chrisperry · ‎03-31-2022

Gotcha - I agree then it sounds like a role issue. Do you have user_admin and/or itil_admin roles?

If this answer is helpful please mark correct and helpful!

Regards,

Christopher Perry

If this answer is helpful please mark correct and helpful!

Regards,
Chris Perry

Mark Nguyen · ‎03-31-2022

No I do not have neither user_admin and or itil_admin. I will have someone with these roles assigned to try and run the report for inactive users. Thanks for helping tip me in the right direction.