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Re: Custom report type to report on history data
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01-13-2010 05:02 PM
Ah - I can't think of a way to get to that report directly. The closest I can think of is a Lead History report filtering on "Field/Event Equals Owner".
That doesn't give you only leads in a certain campaign however and doesn't let you filter on "Old Value Equals TeleSales" as Old Value and New Value aren't availabe as criteria.
If it's important, you could create a custom field on Lead called something like "TeleSales Lead Reassigned" and then use a Lead trigger to make the field True when the owner changes from Telesales to not telesales. Workflow won't work as Owner isn't exposed for criteria.
Once you have the field & the trigger, you can use the Campaigns with Leads report to view all leads in Campaign XYZ where Lead.TeleSales Lead Reassigned = True.
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