I’ve got a requirement to create a monthly report on a call logging database and I’m not sure how to go about one of the requirements and am after a bit of help.
I need to give a list of the top 5 call categories and include a count and percentage of the months total.
Has anyone got any ideas? I can get hold of all documents created in the past month no problem, but I’m stuck on how to find the top 5 and then give percentages. Can anyone suggest anything?
Cheers,
Katherine
Subject: Reports…Got to find top 5 and give percentages
Katherine - couldyou assign a number to each of your call categories in the keyword field (i.e. Major Help|1)? It would allow for proper sorting in a view and would help with the % issues. Counting could/could be done by a column that Totals @elements(CallCat FieldName). Very simplistic but may work for you. Skip
Subject: RE: Reports…Got to find top 5 and give percentages
I dont think I could use a view, but I could use a folder couldn’t I? Hmm this could work!
Thanks,
Katherine
Subject: RE: Reports…Got to find top 5 and give percentages
Let me know - why no view?
Subject: RE: Reports…Got to find top 5 and give percentages
I was going to run an agent on the 1st of the month and grab all the documents created in the previous month. I’ve got to do a number of different stats such as top 5 categories, top 5 sites and a complete break-down of priorities raised and these are all for that month.
I figured it would be better to use a few folders and dump the docs in there rather than maintain a set of views with complicated selection formulas that would just take up space.
What do you think?
Katherine