Case Saved Search to list the cases that were Escalated on a specified time frame and also the Escalatee.
This would also show the following:
- Date when the case was escalated.
- Escalatee/ to whom the case was escalated to.
- Date it was De-escalated.
1. Navigate to Reports > Saved Searches > All saved searches > New
2. Select Case as Search Type.
3. Enter value for Search Title field (e.g. Cases By Priority.)
4. Under Criteria tab > Standard subtab, add filters if necessary.
5. Under Results tab > Columns subtab, add the following fields:
- Number with Summary Type = Group
- Formula (Text) with Summary Type = Maximum
Formula : TO_CHAR((CASE WHEN {systemnotes.newvalue} = 'Escalated' THEN {systemnotes.date} ELSE NULL END),'MM/DD/YYYY HH24:MI:SS')
Custom Label: Date/ Time Escalated - Formula (Text) with Summary Type = Maximum
Formula : CASE WHEN {systemnotes.field} = 'Escalatee' THEN {systemnotes.newvalue} ELSE NULL END
Custom Label: Escalatee - Formula (Text) with Summary Type = Maximum
Formula : TO_CHAR(CASE WHEN {systemnotes.oldvalue} = 'Escalated' THEN {systemnotes.date}ELSE NULL END,'MM/DD/YYYY HH24:MI:SS')
Custom Label: Date/ time De-escalated
6. Click Save and Run.
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