Incident Transaction Counts (Multiple Transaction Types) - Analytics Cookbook Recipe
Content
Incident Transactions Counts
Vanilla Report Counting Multiple Transactions Types
Author: Bastiaan van der Kooij
Independent Oracle Service Cloud Consultant
Difficulty rating: (Intermediate)
Target persona: Shift Leaders & Managers
Ingredients:
10 Columns using formulas (min, max, sum & if statements)
1 Rollup
11 Calculations
Overall description/purpose: This report can be considered as a Shift Leader / Management report for a day-to-day operational overview of the performance of agents. It is an intentionally plain report to show the possibilities of the transactions table when reporting on actions taken on incidents.
Use case being served: A vanilla report that can be used as a starting point in defining your own report based on the transactions table and defining your own KPI’s by combining the different columns. Conditional or exception based formatting could easily be added to highlight specific thresholds for your business processes.