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Advanced report on audit log

Emelie Garton

Hi, 

I want to create a report to track how a field has changed (estimated close date, in the opportunities module) in order to be able to follow how well people in sales estimate this and to get a better view on how often it's accurate at first guess.  

Does anyone here have any thoughts on how to solve this?
 

  • 0

    Hi Emelie,

    If your Sugar version provides Advanced Reporting and you are familiar with SQL, then writing Custom Queries for Advanced Reports could help in reading and processing "physical" audit data changes for RLI records (where the Est Close Dates are managed)

    You could start from this query:

    SELECT
    date_created, created_by, before_value_string, after_value_string
    FROM revenue_line_items_audit
    WHERE field_name = "date_closed"

    However, processing "physical" audit data into "logical" conclusions on the business level may not be as easy.

    That is why we suggest our customers to arrange a TimeLine in Sugar and configure the logic for collecting key events on the timeline - making the conclusion at the moment it happens   - e.g. collect key event "estimated close date is changed by Peter Pan for the 3rd time" for the target Opp at the moment when the estimated close date is changed.

    Also I would suggest reading this thread:
    sugarclub.sugarcrm.com/.../

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient