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.
New
toArchived
in one step (DML event) or including intermediate steps?Historical Trend Reporting
is not available forAccounts
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.