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Lookup values in report filter

edited Dec 30, 2016 4:37PM in Reporting & Analytics for B2C Service 9 comments

Content

I want to create a report where I select an account from a drop-down and where RNOW displays the number of incidents closed by that account + the number of incidents closed by all accounts that are a member of the same account group.

For example I select "John Smith" who is a member of the group "Tier 1". My report should show:

Period  John Smith Tier 1
2016-Q1 150 1502
2016-Q2 165 1726
2016-Q3 162 1645
2016-Q4 149 1662

 

But I'm stuck defining a filter where acct_groups.group_id must get the same value as the acct_groups.group_id for the selected account John Smith (which is stored in a variable $Agent). 

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