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Service | Customer Service, Contact Center, Fie...
Answered

Analytics on cases by subject

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I have added several subjects to our implementation of D365 Customer Service and do see them as selectable when responding to cases. I am having trouble, however, with figuring out how to report on cases by the subject that was selected. When creating a dashboard and adding a component, I do not see Subject as an available selection to report on. Any guidance would be wonderful!
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  • Verified answer
    Daniyal Khaleel Profile Picture
    723 Most Valuable Professional on at
    Fix: Add Subject to the Case view used by charts
    • Go to Advanced Settings → Customizations → Customize the System.
    • Expand Entities → Case → Views.
    • Open the view you plan to use (commonly All Cases, Active Cases, or a custom one you created for dashboards).
    • Click Add Columns → check Subject.
    • Save & Publish.
    Now that this view includes the Subject field, any chart based on it will be able to use Subject as:
    • Category (group by)
    • Series
    • Filter

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