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Reporting on Status Reason change

Posted on by 443
Hi,
 
Just wondering, is it possible to report on when a Status Reason changed on an Opportunity, and also if its possible to show the previous Status Reason.
For example, a Status Reason changes from 'New' to 'In Process'. How can I find out (apart from checking the Audit Log) when the Status Reason changed and also what Status Reason it changed from?
 
Thanks
Ted
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Reporting on Status Reason change
    Hi Ted,
    If you don't want to use audit log, you need do some customizations:
    1) Create one field on opportunity to store these information, use workflow to update this field when status change.
    2) Create one custom entity to store these changes, use workflow to create new records for this entity when opportunity status change.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

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