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Reporting Field Level Changes on ALL Fields

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Copper Contributor
Posts: 45
Country: United_Kingdom
Accepted Solution

Reporting Field Level Changes on ALL Fields

Hi

 

Is it possible to report on any changes to any fields in Contact/Company/Opportunity - on a daily basis!

I know you can define fields to generate a history upon change - but does anyone have a suggestion as to how best manage this?

Thanks in advance.

Glenn Lye
glye@crmdata.co.uk
07827 643672

Accepted Solutions
Solution
Accepted by topic author crmdata
‎05-25-2016 01:35 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Reporting Field Level Changes on ALL Fields


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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Reporting Field Level Changes on ALL Fields

If you've generated the History, why not use the History List view ... You can filter it to the date range and the history type that you need
Copper Contributor
Posts: 45
Country: United_Kingdom

Re: Reporting Field Level Changes on ALL Fields

Hi Mike

 

Yeah that's what I had in mind (this will only work for Contact History), but was trying to see if there was a way of not having to set up every field to generate a history.

I am thinking that this will write a lot of data into the History tabs, and users will have to employ filters to see what they need.

Glenn Lye
glye@crmdata.co.uk
07827 643672
Solution
Accepted by topic author crmdata
‎05-25-2016 01:35 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Reporting Field Level Changes on ALL Fields

If you aren't cutting the history for the changes, there will be nothing to report on
Copper Contributor
Posts: 45
Country: United_Kingdom

Re: Reporting Field Level Changes on ALL Fields

Thanks Mike - I guess that was what I was driving at - whether or not I had to force the history changes within define fields or whether there is an internal audit/log mechanism that I could use.

Glenn Lye
glye@crmdata.co.uk
07827 643672
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Reporting Field Level Changes on ALL Fields

You could create a dynamic group using a lookup along the lines of:

Act!_2016-05-18_11-06-24.png

 

This would show you a list of the contacts which have been updated today.

 

You could do the same for Opportunities or Companies, although you would have to save these lookups, and then you could place a custom command on the toolbar to run them.