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List of Accounts which has more than 100 open cases during last x year

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Posted on by 971

Hi experts,

 

I have a requirement to create report to show list of Accounts which has more than 100 opened cases during last x year where x is 1.

 

I need fetchxml which can be used in report.

 

Many thanks for your help !

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  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 971 on at
    Re: List of Accounts which has more than 100 open cases during last x year

    Hi @a33ik ,

     

    That's sounds like a great approach.

     

    Thank you!

  • Verified answer
    a33ik Profile Picture
    a33ik 3,304 on at
    Re: List of Accounts which has more than 100 open cases during last x year

    Yeah, I tried, and seems the Rollup field won't help.

    Then I would recommend creating just a whole number and some kind of scheduled Azure Function/Power Automate Flow to populate that field for all of the accounts.

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 971 on at
    Re: List of Accounts which has more than 100 open cases during last x year

    Hi @a33ik ,

    I did tried that but I ran into roadblocks where I was not able to add filter on created on field to filter child records which are created in last x year 1

     

    Thanks,

    Bipin

  • a33ik Profile Picture
    a33ik 3,304 on at
    Re: List of Accounts which has more than 100 open cases during last x year

    Hello,

    I would recommend adding Rollup Field to the account, running the Rollup Recalculation for accounts and using that field in your reporting.

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