Hello,
I need to see the Data of the Approved from tickets. It seems this action item is a SysAid default. But I can’t find it in the Data tab in reports. ( maybe its called something else?) I looked in lists and field customizations and couldn’t find it there either. We need to see that the new hire ticket was approved (Yes/No) in the reports.
Any help will be appreciated thank you.
Best answer by dragos.baciu
Hi
To add an action item data to the form of the report you will have to create a report that is Action Item type and not Service Record Type.
Analytics > Overview > Reports > All reports Tab > Create New Report > Report Type (entoty) = Action Item > Give it a name > Done > Click on the new created report > Edit it (click on the pen on the top right side of the screen) > Click on Data tab > look for approved > drag it to the report.
You will also find a screenshot here which shows this.
This must be done because the Action Items have a separate section of data even if they appear on a Service Record.
If you need more help, have further questions, or just want to chat about this topic, please don't hesitate to reach out.
+1Hi
To add an action item data to the form of the report you will have to create a report that is Action Item type and not Service Record Type.
Analytics > Overview > Reports > All reports Tab > Create New Report > Report Type (entoty) = Action Item > Give it a name > Done > Click on the new created report > Edit it (click on the pen on the top right side of the screen) > Click on Data tab > look for approved > drag it to the report.
You will also find a screenshot here which shows this.
This must be done because the Action Items have a separate section of data even if they appear on a Service Record.
If you need more help, have further questions, or just want to chat about this topic, please don't hesitate to reach out.
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