We have a report on our call center activity. There are various fields in the call center
entry page that have a name, however, on the report they are showing as a #. Example:
Select “sale” on the entry form and you get a 1 on the report. I have created a formula that will translate them into the actual type they are. The report now shows “sale” rather then 1. The field is called: call_type_id I have a group on the report: user_id. This is what the field is called. It also returns a number for the user. Again another translation formula that gives me the agents name. I have two summaries. One for the count by agent and the other giving me the % to total for that agent. I have three cross tabs for this report.
One gives me the number of calls by source, the second the number by branch and the third the number by type. I am able to get the break down of how many calls by each category in each cross tab. The first and second only need that info. They are fine. The third I also want to show the % each category is to the total. I can get the number to show but not the % to the total. From a previous question I was told to create a formula called “@0”. I have this formula. The fields used for the translation are: {calls.call_type_id}, {calls.user_id},{calls.source_id}. The field on the report shows: @Call Type Translation, @User ID Translation and @Call Source Translation. They are all the same type of formula: whileprintingrecords;
if {calls.source_id} = 10
then
"Customer"
else
“ “.
else
“ “.
The double quotes are only after the last else.
My summaries on the report use the calls.source.id. Both are counts. The second has the “Show as a percentage” box checked.
Cross Tab: Rows: call Type translation and Columns: User Id translation. Summary: call type translation.
Probably what I am missing is very obvious, however, I cannot see it and hope that a 2nd or 3rd pair of eyes will.
Thanks
entry page that have a name, however, on the report they are showing as a #. Example:
Select “sale” on the entry form and you get a 1 on the report. I have created a formula that will translate them into the actual type they are. The report now shows “sale” rather then 1. The field is called: call_type_id I have a group on the report: user_id. This is what the field is called. It also returns a number for the user. Again another translation formula that gives me the agents name. I have two summaries. One for the count by agent and the other giving me the % to total for that agent. I have three cross tabs for this report.
One gives me the number of calls by source, the second the number by branch and the third the number by type. I am able to get the break down of how many calls by each category in each cross tab. The first and second only need that info. They are fine. The third I also want to show the % each category is to the total. I can get the number to show but not the % to the total. From a previous question I was told to create a formula called “@0”. I have this formula. The fields used for the translation are: {calls.call_type_id}, {calls.user_id},{calls.source_id}. The field on the report shows: @Call Type Translation, @User ID Translation and @Call Source Translation. They are all the same type of formula: whileprintingrecords;
if {calls.source_id} = 10
then
"Customer"
else
“ “.
else
“ “.
The double quotes are only after the last else.
My summaries on the report use the calls.source.id. Both are counts. The second has the “Show as a percentage” box checked.
Cross Tab: Rows: call Type translation and Columns: User Id translation. Summary: call type translation.
Probably what I am missing is very obvious, however, I cannot see it and hope that a 2nd or 3rd pair of eyes will.
Thanks