Skip to main content
Solved

How to calculate total activity by owner by week in GI

  • September 18, 2024
  • 3 replies
  • 42 views

Forum|alt.badge.img
  • Semi-Pro II
  • 122 replies

Hello,

I need to find the total number of calls performed by person by week in GI. I have added the following fields in grouping. Is Count the right function to be using? 

 

Best answer by Laura02

Hi,

I think you want to Count the NoteId identifier, not Sum it, to arrive at # of Call Activities per employee per week.

 

There is a field that records Week # in Timecard Activities.

Laura

View original
Did this topic help you find an answer to your question?

3 replies

Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3132 replies
  • September 18, 2024

Hello,

To count # of calls by Owner by Week, I think you need to

  1. Group by Week, then Owner and
  1. Sum on the Key field for an Activity, which I think is the Note ID.

Laura


Forum|alt.badge.img
  • Author
  • Semi-Pro II
  • 122 replies
  • September 18, 2024

@Laura02 I was not able to use the SUM function for NoteID because it is a unique identifier not a number. 

Also, when you say group by Week, do you mean under the grouping tab or with functions? I don’t see Week as an option.

Thanks!


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3132 replies
  • Answer
  • September 18, 2024

Hi,

I think you want to Count the NoteId identifier, not Sum it, to arrive at # of Call Activities per employee per week.

 

There is a field that records Week # in Timecard Activities.

Laura


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings