How can I create a report based on certain field value change?

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  • chrisjiang
    Member
    • Dec 2018
    • 88

    How can I create a report based on certain field value change?

    Hi,

    I want to create a report with Advanced Pack based on the following simple condition so that I can see all the opportunities with sales stage changed:

    opportunity's stage changed

    How can I make this happen?

    I have tried to use entity\isAttributeChanged('stage') but it does not work (see attached screenshot)

    Can anyone help me please?

    Thanks.
  • jaythom
    Junior Member
    • Oct 2018
    • 2

    #2
    I'm trying to work this out to - I've been playing with some assorted expressions to no luck either. Have you found a solution yet?

    Comment

    • Maximus
      Senior Member
      • Nov 2018
      • 2731

      #3
      Hi chrisjiang,
      It is not possible to get with the way you provided. For Report there's should be some anchor. This is how I see it:
      1. Create a 'Date' type field for Opportunities (let's call it 'stageChangeDate'). You may don't add it to a layout. It is just our anchor.
      2. Add formula for Opportunity:
      Code:
      ifThen(
          entity\isAttributeChanged('stage'),
          stageChangeDate = datetime\today()
      )
      So when the stage will be changed, the date of this action will be saved in the 'stageChangeDate' field. Note: this will work for the future changes.
      3. Create a report with the filter (if 'stageChangeDate' is not empty). Also, due to the 'Date' type of the 'stageChangeDate' field you can even build a report based on the time period.

      Comment


      • chrisjiang
        chrisjiang commented
        Editing a comment
        Thanks a lot for this help. I think this solves the puzzle I have.

        Best wishes.
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