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Ryan Tracey Run a report based on historic picklist values
Is it possible to have a report check the history for an object and report based on this?
Example:
08APR16
Order 1 Stage = In Progress
Order 2 Stage = Active
Order 3 Stage = Active
09APR16
Order 1 Stage = Active
Order 2 Stage = In Progress
Order 3 Stage = In Progress
10APR16
Order 1 Stage = Active
Order 2 Stage = Active
Order 3 Stage = In Progress
My report would show everything for the last 3 days and whatever was 'In Progess' on each day. For the above example the report if ran on the 10th would show:
08APR16
Order 1
09APR16
Order 2, 3
10APR16
Order 3
I'm a SF noob but I can't think of any way to back date this. I figured I could make an update field that grabs the days date when it was changed to 'In Progress' but this isn't back dateable however the Order Stage is being recorded in history.
Example:
08APR16
Order 1 Stage = In Progress
Order 2 Stage = Active
Order 3 Stage = Active
09APR16
Order 1 Stage = Active
Order 2 Stage = In Progress
Order 3 Stage = In Progress
10APR16
Order 1 Stage = Active
Order 2 Stage = Active
Order 3 Stage = In Progress
My report would show everything for the last 3 days and whatever was 'In Progess' on each day. For the above example the report if ran on the 10th would show:
08APR16
Order 1
09APR16
Order 2, 3
10APR16
Order 3
I'm a SF noob but I can't think of any way to back date this. I figured I could make an update field that grabs the days date when it was changed to 'In Progress' but this isn't back dateable however the Order Stage is being recorded in history.
Historical Trending:
Historical trend reporting lets you analyze how your opportunity pipeline or custom object data changes over time.
https://www.youtube.com/watch?v=dbvu81mHH6s
https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_opps_trending.htm&language=en_US
https://help.salesforce.com/HTViewHelpDoc?id=reports_historical_setup.htm
http://docs.releasenotes.salesforce.com/en-us/winter14/release-notes/rn_186_analytics_trending.htm
https://help.salesforce.com/HTViewHelpDoc?id=reports_historical_limits.htm
https://releasenotes.docs.salesforce.com/en-us/winter14/release-notes/reports_historical_limits.htm
Please do let me know if it helps you.
Regards,
Mahesh