Enterprise & Sell

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Reports

haritha raghavan 9 months ago

HI

Does anyone know how to create a report that says how long an opp (advanced report?) has stayed in a sales stage? or maybe the date when it came to a certain sales stage and the date when it left the stage

Parents

0 Vincent Amari 9 months ago

hi haritha raghavan

The advanced report method is explained here:

https://support.sugarcrm.com/knowledge_base/reports/reporting_on_records_change_log_via_advanced_reports/

or you can create the BPM method as explained here:

https://support.sugarcrm.com/knowledge_base/sugarbpm/capturing_how_long_a_record_spends_in_each_status_using_sugarbpm/

.

CRM Business Consultant

Reply

0 Vincent Amari 9 months ago

hi haritha raghavan

The advanced report method is explained here:

https://support.sugarcrm.com/knowledge_base/reports/reporting_on_records_change_log_via_advanced_reports/

or you can create the BPM method as explained here:

https://support.sugarcrm.com/knowledge_base/sugarbpm/capturing_how_long_a_record_spends_in_each_status_using_sugarbpm/

.

CRM Business Consultant

Children

0 haritha raghavan 9 months ago in reply to Vincent Amari

Thank you. I've created both But I was wondering if I can create a custom query where there can be custom field created to show the date when the opp came to a stage and when it left the stage?