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Report on Agents who ONLY got 10s in surveys for the week

Mark Becker
Tera Expert

I'm running a pivot table report to show actual results across the top and agent names down the left. I want to filter this report to only show the agents who ONLY got 10s. If I filter to 10 then I get the agents who got SOME 10s if that makes sense. The result of the filter should be the 7 agents below who ONLY got 10s for the week. I've tried Related List but we don't have a connection to Metric Result -> Instance -> Task -> Assigned to. I've tried to filter on Avg is 10 but can't find that or Minimum is 10 but can't find that. Thanks!

 

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2 REPLIES 2

boteeuwen
Kilo Sage

The reason filtering on 10 does not work is that the report filters individual Metric Result records. So an agent who has an 8, 9 and 10 will still appear because one of their records matches 10.

I would solve this with a Database View plus a Report Source. The Database View can expose the relationship from Metric Result through Instance and Task to Assigned to. Then use that view as the data source for the Platform Analytics pivot report.

In the Report Source, add a predefined condition that excludes any agent who has a result other than 10 for the selected week. That way the pivot only receives data for agents whose results are all 10, instead of just showing agents who have at least one 10.

Since I don't have the exact table/field, i did include an example below. You should create the report source from the database view, and add it in the predefined conditions.
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Mark Becker
Tera Expert

I'm not seeing how the database view would connect to the original table or the solution here. It's almost like a new table needs to be created with only the names of agents who got something other than a 10 and then do a related list condition on agents who did cases and then only show names of those who are not on the list. I'm going to keep researching on my side.