function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion

Opportunity Stage history -Reporting problem.

Hi i am trying to get a report like from which stage the Opportunity was won i.e i have 6 stages A,B,C,D , E(Won),F(Lost).


So from which stage it came to E(WON) . So i am using the native reporting available for us Opportunity history information fields FROM stage and To stage fields Problem here is the Opportunoity history is recording a change in the stage history when ever we make a change to stage or cloise date or 2 other fields so even i chnage the close date it is recording a entry in the history that there is change in stage . How can i overcome this.





Hi Akhil,


Have you tried setting a filter to "Stage Change equals True" ? That should only show you records where the stage actually changed. Then you can set your desired to and from stage. 


problem with that is it is missing some Opportunites it is not at all counting the Opportunites which are won and then some date changes and all happen then that Opp is not at all recorded as a WON Opportunity. 


These are the filters I use. Not sure if it'll get you want you want...


Filtered By:   Edit 
   To Stage equals Closed Won Clear 
   AND Stage Change equals True Clear 
   AND Won equals True Clear