Filter Historical Report Data

When you filter on a historical field in a historical trending report, you specify a past date or date range in addition to an operator and value. Results are returned if the filter criteria are true during the historical date range.

Example:

This report filter returns all records where 1 month ago the Close Date field had the value NEXT 30 DAYS.

If Any Snapshot Date is selected for the historical date, then the filter returns results when the filter criteria are true for all of the snapshot dates that are specified on the Outline tab under Snapshot Dates.

Example:

A Historical Opps report has two snapshot dates specified: Yesterday and 1 Month Ago.

For this report, the following report filter returns all records that had Probability greater than 80% in the Yesterday and 1 Month Ago snapshots.