Report on status history: Difference between revisions

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Planfix lets you create [[Reports | reports]] on the history of a [[Tasks | task's]] statuses. This information is available in reports built based on Tasks:
Planfix lets you create [[Reports | reports]] on the history of a task's statuses. This information is available in reports built based on [[Tasks |Tasks]]:


   
   
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In the Report view tab, you can see the following details for status history:
In the '''Report view tab''', you can see the following details for status history:




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Status history.Status - a status the task had
*Status '''history.Status''' - a status the task had
Status history.Status sequence number - the sequence number for this status in the status set of the task process
*Status '''history.Status sequence number''' - the sequence number for this status in the status set of the task process
Status history.Subsequent status - the status the task changed to
*Status '''history.Subsequent status''' - the status the task changed to
Status history.Date changed to subsequent status - date and time when the task changed to the subsequent status
*Status '''history.Date changed to subsequent status''' - date and time when the task changed to the subsequent status
Status history.Time with status (total) - time, in minutes, that the task spent with the status before changing
*Status '''history.Time with status (total)''' - time, in minutes, that the task spent with the status before changing
Status history.Time with status (working) - assignee's working time, in minutes, that passed while the task had the status, before changing
*Status '''history.Time with status (working)''' - assignee's working time, in minutes, that passed while the task had the status, before changing
   
   
Important
 
New information about a tasks' status history appears when a task is changed to the subsequent status. This is done so Planfix calculate the amount of time a task spent with a status. As such, status history does not contain any information about a task's current status.
==Important==
This is important for understanding how reports function that use status history, specifically reports on the sales funnel for a period of time from the Transaction management standard configuration.
New information about a tasks' status history appears when a task is changed to the subsequent status. This is done so Planfix calculates the amount of time a task spent with a status. As such, '''status history does not contain any information about a task's current status.'''
 
 
This is important for understanding how reports function that uses status history, specifically reports on the sales funnel for a period of time from the Transaction management standard configuration.
 





Latest revision as of 16:56, 9 March 2020

Planfix lets you create reports on the history of a task's statuses. This information is available in reports built based on Tasks:


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In the Report view tab, you can see the following details for status history:


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  • Status history.Status - a status the task had
  • Status history.Status sequence number - the sequence number for this status in the status set of the task process
  • Status history.Subsequent status - the status the task changed to
  • Status history.Date changed to subsequent status - date and time when the task changed to the subsequent status
  • Status history.Time with status (total) - time, in minutes, that the task spent with the status before changing
  • Status history.Time with status (working) - assignee's working time, in minutes, that passed while the task had the status, before changing


Important

New information about a tasks' status history appears when a task is changed to the subsequent status. This is done so Planfix calculates the amount of time a task spent with a status. As such, status history does not contain any information about a task's current status.


This is important for understanding how reports function that uses status history, specifically reports on the sales funnel for a period of time from the Transaction management standard configuration.


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