Query Report filtered for Template Used

Query Report filtered for Template Used

I have multiple templates that the service desk technicians use. One of the managers is asking if they can get a report but with only information from a specific template that the technicians use.

The template that is being requested is named:  Recon / Escalations Template

Searching through the forums I was able to find a query that returned information on our custom fields that have been created for this template. The custom fields we are wanting to use are:

aliasname: Agency Error
tablename: WorkOrder_Multi_Fields
columnname: UDF_CHAR18

aliasname: Agent of Record
tablename: WorkOrder_Fields
columnname: UDF_CHAR12

aliasname: Agent Error
tablename: WorkOrder_Fields
columnname: UDF_CHAR13

aliasname: YHI Customer Advocate
tablename: WorkOrder_Fields
columnname: UDF_CHAR19

There are some built in fields they want in the report as well: Request ID, Category, and Subcategory

They would like to have a monthly report scheduled going forward for the last 30 days. But they need to be able to choose a time frame as well. I'm thinking I will need 2 reports with a little bit different query.

I'm hoping to get a report that looks something like this:


Request ID Category Subcategory Agency Error YHI Customer Advocate Agent of Record Agent Error
1234 Cat1 Subcat1 Agency name Technician name Agent name yes/no


I'm hoping to get some help on the query to create a report like this. We use pgsql. If I could get the last 30 days version and a version where we can put in a start and end date as well that would be very helpful.

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