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Member Since 22 Apr 2014
Offline Last Active Jun 04 2014 04:22 PM

Topics I've Started

Stage Change Report

04 June 2014 - 07:35 AM

I am struggling to figure a way to create a key report requested by our users.

I'd like to be able to gather opportunities that have had their stage changed in the last 7 days, and report on various fields including what the stage was prior to being updated and it's current stage.

I am able to do the filtering using a custom 'stage_update_date' field which is updated by a workflow (not sure if there is an easier way).

My challenge at the moment is getting the prior stage...