Reporting to identify groups that have had no tasks assigned

traceymccaw
Tera Contributor

‎02-22-2023 09:21 AM

I'm trying to create a simple report that will enable me to identify all groups (sys_user_group) that have not had any tasks (task) assigned in the last 3 months for task type of Change Task and Incident.   

Can anyone help?

I could do this outside of platform, using Excel, but wondered if there was a simple trick that I was missing in platform.  

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Dillon
Tera Contributor

‎03-11-2023 06:45 PM

Hey @traceymccaw,

 

You can use related list conditions to make that report. Use the Group [sys_user_group] table and add a related list condition on 'Task->Assignment group':

Dillon_0-1678588628372.png

 

  • Update the related list condition to use None (or Equal to 0)
  • I included an OR condition for active=true in the related list because groups could have active incidents or change requests that were opened over 3 months ago
  • I recommend adding a condition on the Type field to limit the results to groups you expect to have assigned incidents or change requests (we use 'assignment', in this example I just used 'itil')

Hope that helps!

-Dillon