To create a case search that shows open cases by aging (similar to A/R or A/P Aging Report), perform the following steps:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Case.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, add filter: Status is none of Closed.
5. In the Results tab > Columns subtab, add the following:
Field | Summary Type | Formula | Custom Label |
Assigned To | Group |
|
|
Formula (Numeric) | Sum | Decode (Case WHEN (ROUND({today} - {createddate}))= 0 THEN '1' ELSE '0' END, 1,1,0) | Current |
Formula (Numeric) | Sum | Decode (Case WHEN (ROUND({today} - {createddate})) >= 01 AND (ROUND({today} - {createddate}) <= 30) THEN '1' ELSE '0' END, 1,1,0) | 1-30 |
Formula (Numeric) | Sum | Decode (Case WHEN (ROUND({today} - {createddate})) >= 31 AND (ROUND({today} - {createddate}) <= 60) THEN '1' ELSE '0' END, 1,1,0) | 31-60 |
Formula (Numeric) | Sum | Decode (Case WHEN (ROUND({today} - {createddate})) >= 61 AND (ROUND({today} - {createddate}) <= 90) THEN '1' ELSE '0' END, 1,1,0) | 61-90 |
Formula (Numeric) | Sum | Decode (Case WHEN (ROUND({today} - {createddate})) >= 91 THEN '1' ELSE '0' END,1,1,0) | >91 |
6. Click Save and Run.
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