--- title: Total Number of Live Chat Transcripts and Cases Worked | Rollup Helper Use Case Library description: With Rollup Helper, you can create user productivity reports in Salesforce on the total of Live Chat Transcripts and the total of Cases worked in a week. --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Total Number of Live Chat Transcripts and Cases Worked [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## Problem: Need to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. To measure a user’s productivity, I need to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week, but there isn't a way to link the information in a report in Salesforce. ## Solution: Use Rollup Helper to create a report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. 1. Create two number fields on the target object. One field to hold the case count the other field to hold the live chat transcript count. 2. Create a formula field to add up two numeric fields created in the above step. 3. Create two count rollups whose target object is User. One Rollup whose source object is Live Chat Transcript, the other Rollup that uses case as the source object. 4. Select Deleted as the source field, and Count for the rollup type. 5. Create a new filter that will only count Cases/Live Chat Transcripts whose CREATED DATE Equals TODAY, THIS WEEK, THIS MONTH, THIS YEAR or whatever fits your requirements. 6. Schedule the rollup to run in accordance with the filter you have set. (Every day, every month, every week, every year, ect..) Once completed you may create a report that displays the custom formula field to display the total number of cases and live chat transcripts for your users for a given time period.   Tags: [Case](https://www.passagetechnology.com/rollup-helper-use-cases/topic/case), [User](https://www.passagetechnology.com/rollup-helper-use-cases/topic/user), [Live Chat Transcript](https://www.passagetechnology.com/rollup-helper-use-cases/topic/live-chat-transcript), [Scheduled Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/topic/scheduled-rollups), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/topic/sum) | [** Case Limit Reached Rollup for Email ](https://www.passagetechnology.com/rollup-helper-use-cases/case-limit-reached-rollup-for-email) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Salesforce Mobile - Related List Record Counts ** ](https://www.passagetechnology.com/rollup-helper-use-cases/salesforce1-related-list-record-counts) | | --- | --- | --- | [ Optimize Sales Rep Reporting and Leaderboards in Salesforce ](https://www.passagetechnology.com/rollup-helper-use-cases/sales-rep-reporting) [ Rolling Up Marketing Cloud Account Engagement (Pardot) Activity ](https://www.passagetechnology.com/rollup-helper-use-cases/rolling-up-marketing-cloud-account-engagement-pardot-activity) [ Streamline Sales Pipeline ](https://www.passagetechnology.com/rollup-helper-use-cases/streamline-sales-pipeline) [ Creating Grandchild Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/creating-grandchild-rollups) [ Calculate the Number of Cases on a Salesforce Contact Record ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-cases-on-a-contact) [ Creating Account Hierarchy Rollups without Coding ](https://www.passagetechnology.com/rollup-helper-use-cases/account-hierarchy-rollup-without-code) [ Easily Create a Custom Last Activity (Task/Event) Date ](https://www.passagetechnology.com/rollup-helper-use-cases/last-activity-task-event-date) [ Roll-ups Using Formulas Rather than Static Criteria ](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) [ Identify The Primary Contact On An Account ](https://www.passagetechnology.com/rollup-helper-use-cases/identify-the-primary-contact-on-an-account) [ Opportunity Line Item Schedule Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-line-item-schedule-rollups) © 2026 Passage Technology LLC All Rights Reserved. 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