Reporting on when a Field is changed

Is there a way to pull a report on when a field has been changed / amended?

We have a multi-select field in the Accounts module, which we would like to be able to report on when a change has been made (date), and also what the change was (selection / removal).

Is this possible to do?

Thank you in advance!

Parents
  • hi  
    what about a simple BPM that triggers an email when that field changes, with both the before and after value, would that work for you?

    .

    CRM Business Consultant

  • Hi Vincent, thank you for your reply. Unfortunately this wouldn't work for what we are needing - there could be large numbers of changes each month so we need all the change information collated into one report...

  • OK, in that case sounds like you need a monthly report with all the changes on that field during the whole month rather than every time for each change?

    If that is the case, then an advanced report should help with achieving this.

    .

    CRM Business Consultant

  •   If you want to try 's suggestion, I believe one of the examples in A simple custom Query like a for quick summary. Great for use in Advanced Reports. may help give you a template to work from (you'll need to update the specifics, but it hopefully can give you a start):

    Reviewing Case Status Changes:  

    If your goal is to identify cases that have changed status most frequently in the past 90 days—perhaps to coach service agents on improving efficiency by minimizing back-and-forth interactions—you can use:

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    SELECT parent_id a, COUNT(id) b
    FROM cases_audit
    WHERE field_name = 'status'
    AND date_created >= DATE_SUB(CURDATE(), INTERVAL 90 DAY)
    GROUP BY a
    ORDER BY b DESC;
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

  • Thank you   and , yes a monthly report will likely do what we want... we will have a look into the Advanced Reports, thank you for sharing the template.

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