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How can I filter on the Old / New Value in a history report?

Knowledge Article Number 000005966
Description

Currently, there is no ability to filter on the Old Value or New Value in a history report, however there are two workarounds.

Resolution

1. Use the Analytic Snapshot aka reporting snapshot and create the report off of the Target Object.  Please see "Prepare Reporting Snapshots" in Help and Training to learn how to setup up an Analytic Snapshot.  When you get to Step 3: Create fields on the target object, create two text fields called "Old Value" and the other "New Value".

After the snapshot has run, create a report off of the Target Object and then add a criteria for the "Old Value" and "New Value" into your new report.

NOTE:  This only applies to new data and will not report on previous data.  Also, 2000 records is the maximum returned per snapshot.

2. Export the report into Excel to filter on the Old Value or New Values.





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