Skip to main content The new Salesforce certifications experience is live! Visit Trailhead Academy to explore your new certifications homepage.
I'm trying to run a report of all opportunities that were moved into a specific stage during a specified time period. For example, show all opportunities that went into the "Presentation" stage during this quarter.

 

I can customize an opportunity history report to show opportunity history with the "Presentation" stage. However, there are duplicates because (for example) an opportunity was moved into the stage and then updated with new information thus creating two history entries within the "Presentation" stage. So that's one issue.

 

The other issue is that I can't figure out how to specify a time period for the stage itself. I could do something like all opportunities created during a time period. But what I want is all opportunities moved into the "Presentation" stage during a specific time period. I don't care when it was created, last modified, etc. Only when it moved into that stage.

 

Is it possible to create the report i want and if so, how?

 

Thanks.
2 answers
Loading
  1. Apr 13, 2012, 6:11 PM
    Yep, that's what I thought. Thanks for the confirmation.
0/9000