Saturday, September 15, 2018

Open Cases Aging Report (0-30, 31-60, Over 60 Days)

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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