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cinziet23cinziet23 

Opportunity Field History Report

HI

I would like to send a report every 2 weeks

which captures the changes that have happened to all the opportunities.

 

IN the report I would like to be tracked which one was the old value and which is the new value the opportunity field history  is already set up for the 3 values I want to track (probability, amount and close date)

 

From the below it shopuld be selected the ones which created date is withintin 2  weeks and than the action should be reported as below with from (prev value) to (new value)

 

Is there a way or a way around it to get this kind of information?

 

Thanks Cin

 

Created Date User Action

18/09/2012 9:04 DZZ Changed Close Date from 11/09/2013 to 21/08/2014.

17/09/2012 13:15 DZZ Changed Close Date from 6/03/2013 to 11/09/2013.

13/08/2012 10:12 DZZ Changed Close Date from 12/12/2012 to 6/03/2013.

Best Answer chosen by Admin (Salesforce Developers) 
AroraAnupAroraAnup

You may want to explore the standard Opportunity History Report in Salesforce. It will provide you the required info on changes to the Stage, Close Date and Opportunity Amount fields. 

Hope this helps!

All Answers

AroraAnupAroraAnup

You may want to explore the standard Opportunity History Report in Salesforce. It will provide you the required info on changes to the Stage, Close Date and Opportunity Amount fields. 

Hope this helps!

This was selected as the best answer
cinziet23cinziet23

Thaaaaaanks, i had found this type of report already in the help and training

but just now found how to get it from the report possibilities....

 I'll give it a try now

 

:-)

thanks

Cin
AroraAnupAroraAnup

Great! Let me know how it goes.

Do click KUDOS if you find my suggestion helpful :)
cinziet23cinziet23

:-) What is KUDOS?

 

I clicked that you had given the right solution, was it what you meant?

 

Cin 
AroraAnupAroraAnup

:) I see that you clicked on your own post and made it a SOLUTION. What you need to do is click on the dark blue STAR icon on my post.

KUDOS is like earning points for all the good work that we do on the SFDC community. Just helps you make your presence felt in the community :)
cinziet23cinziet23

Oeps,

 

ok I amended by setting your message as solution and not mine,

and clicked on your star...The kudos should be there. Thanks for the explanation :-)

 

Cin
AroraAnupAroraAnup

Thanks Cin! :) Will continue to support you in the coming times!
cinziet23cinziet23

Thanks!

 

also because I just finished my report, I have done it in a Matrix form and looks beautiful :-) I mean really useful!

 

Regards

Cin
AroraAnupAroraAnup

Glad I could be of help!