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1) I have created a report on the Account Field History. I have filtered on the field Status.

Now I want to count the number of accounts that have gone from New to Archived.

I am not sure how I can filter on the old and new values. Any ideas?

2) I also want to create a second report in which I count how many accounts were set to Archived this month. In this case I somehow need to put a filter on the New Value field and set it to Archived and then a filter on the last 30 days.

3) Is there some good documentation on creating field history reports?

Tia, Lily.

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  • From New to Archived in one step (DML event) or including intermediate steps?
    – cropredy
    Commented May 24, 2016 at 14:51
  • That is in one step.
    – Lily
    Commented May 25, 2016 at 7:33
  • Hmm. Options: (1) Historical Trend Reporting is not available for Accounts so that won't work; (2) AccountHistory reports don't give you the filters you need. (3) Analytic Snapshots frequency may miss changes; (4) Either custom VF page using SOQL in controller or something like Conga Composer where you can post process results in Excel.
    – cropredy
    Commented May 26, 2016 at 3:38

1 Answer 1

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Hi @Lily For History related reports.As per i understood about your requirements.

You have to select report type:account History

And you put a filter and select Field/Event Equals Your field.

For reference:enter image description here

2.You can filter your results with your conditions.But It shows changes from old value to new value

3.If you want retrieve a particular month report use respected date field criteria as per your requirement and select like this month

May be it works for you.If you face any issues let me know.

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  • Pavan -- OP has a tricky problem -- Account may have changed from New to Foo to Bar to Archived over 4 different dates. Elaborate on how this answer counts Accounts that were in New at start of date range and then were in Archived at end of date range?
    – cropredy
    Commented May 23, 2016 at 18:54
  • Hello. That's exactly my problem. I need to create a report that only shows reports that have gone directly from New to Archived. It looks like it's not possible to do that.
    – Lily
    Commented May 24, 2016 at 7:06
  • Hey thanks @cropredy how i forgot that.In case my case only owner changes from with single user it works perfectly.Because we can't filter old value & new value in that report.Even i tried so many things didn't work.
    – Pavan tej
    Commented May 24, 2016 at 14:11

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