Calculate % / Total Calls in First 10 Days of the Month 2

[KalebsDad78]

Hello all,

I am trying to calculate my compliance percentage (Compliance) by month but I only want to see how our first TEN days of the month have been historically. I also want to see how many total calls were received during these first ten days also just for comparison purposes.

My current report has the following columns/data sets:

Zone | Compliance (%) | Total Calls | Late Calls

Compliance percentage is calculated by total calls divided by late calls.

Any help would be appreciated.

Thank you!

 

[Charliy]

Assuming you're grouped by month, create a Running Total that does a count (or Distinct Count depending on your data) with an Evaluation Formula of day({datefield}) <11 Reset on your MOnth Group

Compare that to your count of calls in the month to get the percent in the first 10 days

 

[KalebsDad78]

Hi Charliy,

Thank you for the reply. My only issue there is 'Compliance' isn't a field I can summarize in the Running Total.

Here is the 'Compliance' formula:

IF Sum ({@Count}, {@PresumptiveClassification}) = 0 THEN
100 ELSE
((Sum ({@Count}, {@PresumptiveClassification}) - Sum ({@CountLate}, {@PresumptiveClassification})) / Sum ({@Count}, {@PresumptiveClassification})) * 100

 

[Charliy]

Replace all your Sums with Running Totals, than you can count calls, late calls, calls in the first 10 days, and late calls in the first 10 days.

 

[fisheromacse]

if you are willing to limit to data of the entire report, put Charliy's formula into your record selection.
something like:

//Create the Formula (@DateDayNum}
day({Datefield})

//in the select expert

day({DateDayNum}) in ]1 to 10]

 

[fisheromacse]

i do agree though, if you can convert your sums to running totals you will have a much easier time.

 

[KalebsDad78]

Thank you all for your help. Converting to Running Totals was helpful and allowed me to get the information I needed.