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I have built a report with the [Object Name] Field History report type which is automatically created upon enabling history tracking in an object, but I am unable to use Old Value or New Value in the report filters. My goal is to create a report which shows a specific Old Value which was changed to a specific New Value.

Is there a way around this ?

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  • Are you just trying to figure out how often that happened? You could certainly run a query and export it via workbench, for example.
    – Adrian Larson ♦
    Commented Aug 28, 2016 at 21:46
  • Yha, for instance - I'm trying to figure out when a Status__c field was changed from "Unassigned" to "Assigned". If I can see that then I could report on the number of times a specific user had done that. But if I can't use Old Value and New Value in a filter then I can't specify those values as the only which show up in the report. I suppose exporting is the only route I available...?
    – Zoom_v
    Commented Aug 28, 2016 at 22:27
  • Are you open to adding a field to track it? Populating it via trigger (or more appropriately a declarative alternative) would be trivial. The backfill batch would be pretty straightforward in its own right.
    – Adrian Larson ♦
    Commented Aug 28, 2016 at 22:44
  • @AdrianLarson - my guess is you are referring to the same method brovasi is referring to below ?
    – Zoom_v
    Commented Aug 29, 2016 at 13:03
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    Ok, I'm a little confused because I am working with a custom object named Task__c (not to be confused by the standard object). I am creating a report using the report type "Task History", which I am assuming was automatically created when the field tracking was activated with the Task__c custom object. When I create the reports I have History Data (Old Value & New Value). So where am I supposed to create the new fields ? I don't see a corresponding object specifically for the history fields, is there ?
    – Zoom_v
    Commented Aug 29, 2016 at 13:24

2 Answers 2

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There is currently no way to filter on Old Value/New Value. But I really like this idea. Here is what Salesforce is proposing you :

Currently, there is no ability to filter on the Old Value or New Value in a history report, however there are 2 work arounds.

  1. Use the Analytic Snapshot aka reporting snapshot and create the report off of the Target Object. Please see "Prepare Reporting Snapshots" in Help and Training to learn how to setup up an Analytic Snapshot. When you get to Step 3: Create fields on the target object, create two text fields called "Old Value" and the other "New Value". After the snapshot has run, create a report off of the Target Object and then add a criteria for the "Old Value" and "New Value" into your new report.

NOTE: This only applies to new data and will not report on previous data. Also, 2000 records is the maximum returned per snapshot.

  1. Export the report into Excel to filter on the Old Value or New Values.

https://help.salesforce.com/HTViewSolution?id=000005966&language=en_US

PS: I also invite you to vote for the idea on IdeaExchange

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  • thank you very much. I'm assuming the new "Old Value" and "New Value" fields I will be creating are formula (text) fields ? Otherwise, I'm wondering how they get the values of the original Old Value & New Value fields.
    – Zoom_v
    Commented Aug 29, 2016 at 12:48
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This feature has been delivered in Summer '18. Documentation: https://help.salesforce.com/s/articleView?id=sf.reports_filter_old_value_new_value.htm&type=5

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  • N.B. sadly - still not available in SOQL
    – cropredy
    Commented Jan 26, 2023 at 17:48

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