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Daniel Steyn
Fractional Sales Leader
Asked a question 5 months ago

Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/and custom date fields)? For example, the expected close date field might get updated a few times during a project because of several reasons, and might be updated by one of several people. I would like to run a report to see a) all the projects for which the projected close date field has changed over the last 1/2/3 months and b) see what the original projected close date was vs the updated projected close date. This will help us analyze our ability to project close dates and analyze why projects get pushed out so that we can address that issue. I would like to do this for the projected close date but also for other custom date fields such as the projected delivery date.

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