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            Filter Field History Reports by Old and New Values

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            Filter Field History Reports by Old and New Values

            Field history reports let you track changes in fields by adding an “Old Value” and a “New Value” column. With a field history report, each report row represents a change to a record. By filtering a field history report, you can answer questions like “Which opportunities have we closed so far this financial quarter?”

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Available in: Enhanced Folder Sharing
            User Permissions Needed
            To add or edit a filter:
            Enhanced Folder Sharing
            Create and Customize Reports

            AND

            Report Builder
            To lock or unlock filters so that users can’t edit them while viewing a report in Lightning Experience:
            Enhanced Folder Sharing
            Create and Customize Reports

            AND

            Report Builder
            To edit a filter while viewing a report in Lightning Experience: Run Reports

            Before filtering on Old Value and New Value, ensure that field tracking is turned on for your Salesforce org. If you don’t see any field history report types (such as Opportunity Field History), or if your field history report isn’t returning any records even though you know that records have changed, then ask your admin to turn on field history tracking. For information about field tracking, including how to set it up, see Field History Tracking in Salesforce help.

            All filters on the Old Value and New Value fields are text filters, which sometimes means that special consideration is needed. Even if New Value captures a change to, say, a numeric field - like Amount - it captures the number as text. That means that filter operators like “greater than” and “less than” won’t work like you’d expect. If a field is represents a currency - like USD 1,000.50 - and you filter the report to show New Value equals USD 1,000.50, then the filter may not return any records for a colleague who works in a different locale. For example, for your colleague in Paris to get the same report results, the filter would probably need to read New Value equals USD 1 000,50 because numer formats vary widely by locale.

            To see which opportunities closed this financial quarter, create an report based on the report type Opportunity Field History, then add these filters:

            • Ensure that the Edit Date standard filter is set to Current FQ.
            • New Value contains Closed
            • Old Value does not contain Closed
             
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