Deal Change History report - please also provide a result table of the Deals & Deal Change Type

[WSmith5796]

Hi all,

Just off the phone about this topic with Johan in Support, who was very helpful.

The “Deal change history” report in “Report Collections >> Sales >> Forecasts & Pipelines” is a very nice graphic report and just what I have been looking for. However, what I ultimately need is a simple tablular version of this report listing the Deal Names, Deal Change Type, and probably a couple of other useful fields (Close Date, Amount, etc.). Could you add that table as an option for the existing report?

I tried to build it from scratch, but couldn’t and so called in to Support. The issue is that you guys are using some developer secrect sauce to build this kind of query and bring back Deal Change Type, but that kind of query isn’t accessible through the UI.

Thanks,
Whitney

[Jonno_Price]

Thank you and I have the exact same request. The little icons you see in the pop-up report when clicking on the chart are amazing. However you can’t select which deal properties are visible here.

I’ve recreated the report as a table view where you can select which deal properties (columns) to include - but this loses the really helpful icons that really bring the report to life.