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platform analytics reports don't show the change of value for state

valesky
Tera Contributor

Hello,

I created an indicator source on the Case table with the date condition "Created on today".

I built a data visualization on top of this indicator source that shows, in a vertical bar chart, the number of cases grouped by state for each month.
My goal is to see the number of cases in each state by month.

However, with the indicator I created, I am seeing the following behavior:

  • On day 1, I create Case A with state = New.

  • During the night run data collection and on day 2 the case appears in the chart under the current month, in the New state group.

  • On day 2, I change the state of the case to Open.

  • On day 3, I would expect to see the case in the Open state group in the report, but it still appears in New, because the indicator only collects cases created today.

What type of indicator should I create to allow the report to reflect state changes over time?

Thank you

 

1 REPLY 1

MaxMixali
Kilo Sage

Hello i hope that can help

If you find this answer useful, please mark it as solution accepted/helpful

Massimiliano Micali

 

Use a Breakdown Source Instead of Date ConditionOption

1: Create Indicator WITHOUT Date Filter (Recommended)Indicator Source Configuration:

Table: Case [sn_customerservice_case]
Conditions: Remove "Created on today" - leave empty or use other filters
Display field: State
Aggregate: Count
Frequency: Daily (or as needed)
Collect: Yes
Data Visualization Configuration:

Breakdown Source: Your indicator
Group by: State
Time series: Month (using sys_created_on or collection date)
Aggregate: Sum or Count
This way, the indicator collects ALL cases daily, capturing their current state at collection time.

 

 

 

Hello i hope that can help

If you find this answer useful, please mark it as solution accepted/helpful

Massimiliano Micali