Determining Open Issues based on a date

PMOGal

Hi Community. I need to develop 2 formulas based on STATUS and LOG DATE

1. Need to total request status that may be "In Progress", "Retest", "New", "Pending Closure", etc. (there is a laundry list) that have been opened based on a date. The starting date is 5/15. I need to see this total daily.
2. Need to total requests where the status is "Closed" based on a date. The starting date is 5/15.

I will run the formula daily, so on 5/15 it will give me a total for each day. On 5/16 I'll run it again. I have to do this for 6 days so it won't be too bad. So maybe the Today() function will work?

Thank you for your assistance.

Kelly Moore

Hey @PMOGal

If you have a laundry list of statuses to total, one easy approach is to build a report. You would group by Status and summarize by count. You can filter on 'is today'. This would give you daily totals without any work at all. You can put the report on a dashboard, view it anytime you wish, or have it emailed to yourself (as pdf or excel) daily (if desired).

Would this work for you?

Kelly

If interested, you may find these posts helpful

https://help.smartsheet.com/articles/2482082-configure-grouping-to-organize-results-in-report-builder

https://help.smartsheet.com/articles/2482083-summarize-content-to-extract-key-information-with-report-builder

Kelly Moore

Hey @PMOGal

If you have a laundry list of statuses to total, one easy approach is to build a report. You would group by Status and summarize by count. You can filter on 'is today'. This would give you daily totals without any work at all. You can put the report on a dashboard, view it anytime you wish, or have it emailed to yourself (as pdf or excel) daily (if desired).

Would this work for you?

Kelly

If interested, you may find these posts helpful

https://help.smartsheet.com/articles/2482082-configure-grouping-to-organize-results-in-report-builder

https://help.smartsheet.com/articles/2482083-summarize-content-to-extract-key-information-with-report-builder

PMOGal

@Kelly Moore this is helpful. I will give it a whirl. Thank you for the tip and additional links.