Service Desk Practitioners Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

Report on CI's when status changes

Highlighted
Gail D
Collector

Report on CI's when status changes

I need to produce a monthly report for only CI's who's status changes from Stock to Active. Filter by register -> modified does not work because it picks up items that where entered with Status=Active

Any ideals?
4 REPLIES
David Borojevic
Frequent Visitor

Re: Report on CI's when status changes

Hi Gail,

If the status id Audited then there will be records in the history that you can get at via crystal.

If you don't want to query the databse directly then you could have a business rule that sets a custom date field (eg "Date Stock2Active")to indicate that the CI went from Status=Stock to Active.

Alternatively export the list of CIs that are stock each month and export the Actives and do some joins and criteria etc in an MS-Access query to provide those that went from stock to active.

It is likely someone will suggest other methods better than these?

Cheers
Gyula Matics_1
Honored Contributor

Re: Report on CI's when status changes

You can, as David suggested, query the database for history lines and report on that.

Another way to do it is to set up a date type custom field to store the date it changed to active. Create 3 db rules.
1. set it to null, when the status is anything but stock or active.
2. set it to some invalid value like 01/01/1900 when status is Stock
3. set it to current date when it is 01/01/1900 and status is set to Active.

Then you can create a view and filter by the value of this field.

hope this helps.
Gyula
David Borojevic
Frequent Visitor

Re: Report on CI's when status changes

Hi Gail, Gyula,

I'm not sure about the first rule:

1. set it to null, when the status is anything but stock or active.

When a CI went from Active to decommissioned or any other statuses after "Active" in the CI lifecycle, then you would lose the history of when it went from stock to active. Perhaps it would be better to have

1. set it to Null when status is set to any of the status's that proceed the "In Stock" status.

This should hardly ever occur but it would mean the history of the CI going to active is not lost.

Cheers
Gail D
Collector

Re: Report on CI's when status changes

Hey thanks,

I ended up creating a custom date field with a db rule that when

1. existing item is open where status=active set date to current date.
2. new item open where status=active set date =null

Never thought of a direct query the history. I'll have to try that too.

Thank you both for your help. I think I have enough to work with.

thanks again

//Add this to "OnDomLoad" event