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Dynamics 365 general forum

Filter Setup for Assigned Cases

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Posted on by 5

Hello, I was wondering if someone could tell me how to create a filter that shows how many cases a user has assigned for any specified amount of time (Day,Week)

Basically I would like the filter to show how many cases each team member has assigned during a specified amount of time.

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  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    We can use auditing to filter out the history of assigned cases.

    Go to SettingsAuditAudit Summary View.

    6787.PNG

    Click on the funnel icon on the right to enable filtering.

    0412.PNG

    We use the Event column to filter out the assign  event.

    468172.PNG

    We can select the specified time by filtering the Changed Date column.

    6740.PNG

    We filter out the specified users by the Change By column.

    4657.PNG

    We filter out the Case record through the Entity column.

    2465.PNG

    In this case, we can filter out the records of the assigned cases within the specified time within the specified user according to your needs.

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Is your problem solved? Are there any other questions?

    Please don't forget to close this theme by clicking Yes to mark the verified answer.

    pastedimage1567388797783v1.png

    This will help other users quickly navigate to this theme.

    Thanks.  :)

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