Lifespan report

Service Hub Tips, Tricks & Best Practices
,
1

Hello,

I am wanting to create a report that would show me the total number of companies at each stage of lifespan - i.e. a chart that has <1 year, 1 year, 2 years and so on. I have a lifespan field which is calculated by a start date field and a ‘todays date’ field workflow, i donlt think i can use this to get the exact report i need. I’m thinking i may need another property based on lifespan that will update a ‘years’ property field to be able to report how many are at each year in the property.

Is anyone else doing this/think of a different way to approach?

2

Hi @LCunningham1,

Yes, you will need to create a custom property that stores the amount of years.

Here’s what the workflow would look like:

  • Enroll records when ‘Today’s date’ changes (re-enrollment based on ‘is known’)
  • Set up branches for each year you’d like to count, e.g.
    • <1 (Start date is less than 365 days ago)
    • >1 (Start date is more than 365 days ago)
    • >2 (Start date is more than 730 days ago)
    • etc
  • In each branch, use the “Set property value” workflow action to update a custom property that contains the number of years.

Once you have the property, you can build a report.

Best regards!

3

Thank You Karsten, appreciate your quick reply and guidance on this one :grinning_face: