I'm trying to incorporate stage history in reports and it's surprisingly difficult.
1. Adding the Stage History table appears to do a join on that table and Potentials, which makes sense. How do I get Zoho to show only the rows where the Stage modified time is newest for each Potential? I don't want ALL the history, just the most recent. In the report I want to show the current stage and when it was last assigned that stage.
2. Why does the "Stage (Stage History)" criteria option force me to type freeform text instead of clicking from the picklist like the Stage criteria?