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? – cropredy May 24 '16 at 14:51Historical 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. – cropredy May 26 '16 at 3:38