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I have been asked to pull a report and I am not sure how, so I am hoping you all might have the answer! 

 

This report would need to be by Month, which user owned which Account. So essentially, who owned what in October 2018, who owned what in November 2018, and so on. 

 

I do not want to pull a report only on Account Changes, I can pull a report by person as well as the team is not too large, but I am totally stumped on where to begin. Let me know if you have a solution! 

10 commenti
  1. 9 set 2019, 15:01
    This is just one of those Admin rights of passage. If something like this was that important to them, they should have spec'd it out in the first place so that you could have had the Snapshots built and setup from day one.
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