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Guidance in report
Hi,
I have created a summary report where I have grouped the values based on Account name.
The main requirement is to find the precentage of accounts which have used atleast one case
Here when I am trying to group using accounts so that my report will look like
Account name(XXXX)(2 records)
Case number Case used
YYYYY 1
YYYYY 1
Account name(ZZZZ)(2 records)
Case number Case used
AAAAA 1
AAAAA 1
Now two account have used atleast 1 case. There may be accounts without using cases also. In that case how can I get the number of accounts those who used a single case.
if 2 among 3 accounts used cases then I need a percentage 2/3 = 66.67%
How to make this possible?
Regards,
Sai
This is possible if you create a custom report type with primary object as account and secondary object as cases.
Now create a report on the newly created report type and include all accounts in your report.
Create a formula field at grand summary level on the report to evaluate the percentage.
Hi Sai,
You may create a report | Reports | new Report | Customer Service Reports | Cases | Summary Reports | Drag and Drop case numbers then Account above that.
This will give you the list and number of cases under noe Account.
Regarding the % you may have to create a hidden Custom Rollup Summary Field on Account.
Regards,
Ashish