Filter the Opportunity History Report to only show most recent Stage Change Date

Question

I need a report that will show me the most recent "Stage Change Date" so I only get one record for each opportunity returned in the report. I also need the "Stage To" and the "Stage From" fields.  I know that the Opportunity History reports often return multiple records per opportunity, depending on if the Stage has been updated.  Is there a way to only retrieve the record where the stage was most recently updated and also see the "Stage To" and "Stage From" fields?

David Reece · Answer

You may want to look at creating your own custom field to the historical values.

Using workflow rules and field updates you should be able to keep track of the prior stage, the new stage and the date/time stamp when it occurred.

Because the fields are stored on the opportunity level and not the opportunity history level you will only ever have one entry. Every time it changes it will overwrite the previous values. You then just run a normal opportunity report. The behavior will be different to the history report.

This solution is not retroactive and will only start the tracking process once you activate the rules.

Filter the Opportunity History Report to only show most recent Stage Change Date

Data Management

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