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    I am attempting to create a report, where the info changes. Example I want to know what user moved a case Stage to Pending Posting, when the Case stage will change to Closed succesfull later. I have tried to use "Resolved By" and "Resolution Date" Problem is that Pending Posting is a Resolved status and so is Closed successful. Different person is changing the status each time which is changing my data. Is there a way to run a report on a specific status, even if the status changes later?

    Thursday, March 20, 2014 8:40 PM

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    Reporting in CRM uses the data that is stored for a record. So, if someone is changing the data then the report will run on updated data and not with the old data. 

    From what I understand of the issue, if you had to find cases that were in a particular status and could have moved to the next status then you could have a flag (a bit field) to indicate that the case was in the specific status at some point of time. You could then use this bit field for reporting purposes.

    HTH

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Marked as answer by jwolfe7 Thursday, March 20, 2014 10:09 PM
    Thursday, March 20, 2014 9:46 PM
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    Easiest approach would be a workflow triggered on status change that checks if the status is Pending Posting and then copies the Last Modified By to a custom field (a lookup to User entity) named "Move to Pending By". You could also copy the date/time they did this as well, if that is useful.

    Now you have capture and "frozen" that information in a new field, it won't get overwritten by later status changes, and you can easily report on it.

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    • Marked as answer by jwolfe7 Friday, March 21, 2014 10:46 PM
    Friday, March 21, 2014 4:33 PM

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    Reporting in CRM uses the data that is stored for a record. So, if someone is changing the data then the report will run on updated data and not with the old data. 

    From what I understand of the issue, if you had to find cases that were in a particular status and could have moved to the next status then you could have a flag (a bit field) to indicate that the case was in the specific status at some point of time. You could then use this bit field for reporting purposes.

    HTH

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Marked as answer by jwolfe7 Thursday, March 20, 2014 10:09 PM
    Thursday, March 20, 2014 9:46 PM
  • Question
    Sign in to vote
    1
    Sign in to vote

    Easiest approach would be a workflow triggered on status change that checks if the status is Pending Posting and then copies the Last Modified By to a custom field (a lookup to User entity) named "Move to Pending By". You could also copy the date/time they did this as well, if that is useful.

    Now you have capture and "frozen" that information in a new field, it won't get overwritten by later status changes, and you can easily report on it.

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    • Marked as answer by jwolfe7 Friday, March 21, 2014 10:46 PM
    Friday, March 21, 2014 4:33 PM