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Creating a Journal Entry Report to report when an Issue has Changed Status or for how long the issue was at that status level

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I'm working on creating a report to identify and understand how long issues are in the "New" status & "In Progress" status. Ideally, it would be a journal entry report that gave me either date that status began and the date ended OR would give me the duration that status was active. 

 

Any help would be appreciated!

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1 Accepted Solution

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Correct answer by
Community Advisor

You can't 
Journal entries give you the date the event was recorded and some info on what changed. 
When You run a report on fieldName=status you will see a bunch of edit entries where the status actually didn't change (some other edit was done)

 

Your best bet is to use calculated fields that set today's date when status changes. 
Simple example:

IF({previousStatus}!={status}&&{status}="INP", "Changed to "+{status}+" on "+$$TODAY, {DE:changeToINP})

you'll need 2 such fields one for when New changes to INP and one for INP changing to CPL

If you want to calculate differences then you need to have this field be of type date, and set it to $$NOW, and then in the report you can show a dateDiff column

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3 Replies

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Correct answer by
Community Advisor

You can't 
Journal entries give you the date the event was recorded and some info on what changed. 
When You run a report on fieldName=status you will see a bunch of edit entries where the status actually didn't change (some other edit was done)

 

Your best bet is to use calculated fields that set today's date when status changes. 
Simple example:

IF({previousStatus}!={status}&&{status}="INP", "Changed to "+{status}+" on "+$$TODAY, {DE:changeToINP})

you'll need 2 such fields one for when New changes to INP and one for INP changing to CPL

If you want to calculate differences then you need to have this field be of type date, and set it to $$NOW, and then in the report you can show a dateDiff column

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Level 1

Thank you Sven,

 

Tangentially related. What would the journal entry required to determine the date the issue was entered? I've found that the filters I am setting won't show the date when the issue was added

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Community Advisor

use the reference to opTask object opTask:entryDate

 

or in the UI, click Issue > Entry Date