Number of approvals by assingment group
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02-23-2017 05:06 PM
Hopefully a easy question for others... All I am looking to do is figure out a way in the Reporting module to capture the number of approvals are done by day, week, month, etc. by a specific workgroup. I have tried using the Change, Change Metric, Group Approval, Approval tables to figure this out, but I am at a loss.
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02-24-2017 09:10 AM
The report setup is correct then, the system just isn't recording all of the records you need. That's going to come down to your workflow setup (or whatever else it is) that's generating the approvals. You'll need to access the workflow to view the details I mentioned previously before any more troubleshooting can occur.
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02-24-2017 12:59 PM
ok... thx
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02-24-2017 06:57 AM
Hello Brad,
I may be misunderstanding the use case, but it seems like you're trying to count the number of change requests, not the number of approvals, correct?
If so, there is a "Count Distinct" function in the API that isn't exposed through the Reporting module. With Explore Analytics you can report on the 'distinct number of change requests':
In the example above, there are 67 approval records, but those 67 approval records are against 12 distinct changes.
For extra credit, you can also create a calculated field to tell you the # of Approvals per Change Request:
You could show that as a chart or a pivot or a scorecard:
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02-24-2017 08:57 AM
Hi Guy! Actually, no. I am trying to capture the number of approvals that are done by day, week, month, etc. by a specific workgroup that is an Assignment Group on Change Records.
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02-24-2017 01:54 PM
I think the way you would have to do this is with a scripted metric definition on the sys_approver table. This metric definition would look for the approval states, and when the approval moves to "approved" the metric script would grab whatever information you wanted from the record and store it to the metric instance. You could then report against the metric instance. Take a look at the OOB "First Call Resolution" metric definition. While that is looking at a completely different table and data, the premise is the same.
Best Regards,
Greg