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alliswellalliswell 

Report on multiple fields

Hi All,

 

Scenario:

 

- A custom object

- Multiple custom fields in  that custom object. These fields have History Tracking Enabled.

 

Need:

- One single report to be run on a monthly basis.

- That report shall consist the values of those fields for that particular month.

 

Question:

- Is it possible?

- Summary, Tabular, Matrix, Joined, Bucket fields....what applies for solution?

 

Any input goodfellas?

 

Thanks :)

TheDoctorTheDoctor

History tracking will only a generate rows when a field is changed, so not sure that it's going to give you the output you're after in the report.

Perhaps you could look into using an Analytic Snapshot to get what you're after.

 

Try running the Snapshot daily and filter the base report on records with a Last Modified Date of yesterday OR Last Modified Date not equal to this month (So you'll end up with delta changes and anything that hasn't been changed since last month. Might be worth putting some more thought into what the base report looks like as well - depending on exactly what you're trying to get out of your report, there may be a better report to run that will minimise Snapshot rows.

 

This is still not going to give you 100% accurate output as it won't accomodate scenarios where the fields are changed multiple times in a single day, but may be the closest you'll get without having to write APEX.

 

Would love to hear if anyone has any better solutions for this...