Lead Report - Last Modified By not equal to Lead Owner

[MAServiss]

I am trying to create a lead report to find open leads (unread has moved to false), but Sales has not "touched" the record. I think the best way to get this info is to see if the Last Modified By is not equal to Lead Owner. How can I put that into a report??

[Stevemo]

The only way that I've been able to come close to that using an "out of the box" SFDC Report is to create either a Summary or Matrix report where one Group is the Owner and another Group is Last Modified By, and then doing the old "Stare and compare".  If you have a large SFDC Org, with a lot of users this can really blow, but it's the best that I've been able to come up with, without getting into heavy coding.  

The only other option I can think of would be creating a custom formula field that captures the User ID of Last Modified By, and then creating another formula field that evaluates OwnerID and LastModifiedBy.ID and returns a 0/1 or True/False and then running your report off your result field.  But I don't even know how you would begin to code something like that (if it's even possible).    

[BrianW4123a]

You can create a custom formula (text) then use the Advanced Formula tab to get to:

if( LastModifiedById = OwnerId ,"Untouched","Updated" )     (you should be able to copy this directly as well)

Then use this field as a criteria in your report.

Hope this helps.

Brian

Message Edited by BrianW4123a on 09-20-2009 06:15 PM