Custom report type to report on history data

[XKennan]

How do I create a custom report type to enable someone to write reports on history data?  I would like to have a report type that relates campaigns->leads->lead history.

Why am I struggling with this?

X

[alvatse]

Have you looked into Analytic Snapshot? It involves building custom report and custom object to see data trend over time. Although I'm not sure if you can go back in time, but for sure, going forward.

[jkucera]

Do you mean campaign history or field history?  I don't believe field history is accessible via the API.  Even if it was, it would be difficult to parse as I beleive it's just a text area field without structure.

For campaign history, you can do a bunch of things to track history whether it's tracking it in campaign member custom fields or creating date fields that update with workflow or triggers when an interesting event happens.

[XKennan]

I want to be able to create a report that uses lead history, similar to the standard Lead History report contained in the Lead folder.  My goal is to be able to generate this report by Campaign.  One can create custom report types but the history object (or whatever it is) is not available to be included in a report type.

[jkucera]

Got it - it's not the easiest to find, but you can do this with a custom report type.  Create one with the following objects:

Campaign-->Lead

Once yous save it, you should see a section in the custom report type called "Fields Available for Reports".  Click Edit Layout.

Then on the right, under "View:", select Leads Fields.  There's a link under there that says "Add fields related via lookup >>".  Click this and you'll be able to add fields from Account, Contact, Opportunity, or any custom object that you look up to from lead.

Note the Account, Contact, and Opportunity are the records created when the lead is converted and will be blank for other leads.

[mlazarenko]

Did you find a work around?

I am trying to get lead history on a campaign report.

[jkucera]

Does the Custom Report type method I proposed not work for you?

[mlazarenko]

I don't see Lead History fields there. I only see the following:

Converted Account

Converted Contact

Converted Opportunity

Created By

Last Modified By

Lead Owner

Lead Record Type

Referred By

I'm trying to create a report that shows all lead that change from our telemarketers to an inside sales rep but with the campaign name on it. Which of the above would give me that?

[jkucera]

If all you need a list of leads w/ campaign name, you don't need to add any more fields from Account, Contact, or Opportunity and can use that report type as is.

How do you know they changed from TeleSales to Inside Sales?

btw-if you're willing, I'd love to pick your brain on how your sales process works as I'm designing features to aid telesales and want to make sure they are built in a way that will meet your needs.

If you have a few moments, send me an email at:

jkucera (at) salesforce.com

[mlazarenko]

Our telesales group has a user license to our site. They go into the lead and change the owner to one of our reps. They are sent lists from several campaigns and we'd like to know how those campaigns are going based on how many they are re-assigning. That's why I need lead owner history. It isn't available on regular report types with campaigns.