Hi everyone,
I'm trying to generate CRM reports of jobs (I think these are called usually deals) based on when they were moved to a particular stage, ie all jobs that were moved to Proposal/Quote in the previous financial year. I can see from other similar queries that the solution has been to use the job (or deal) as the primary module for the report and staged history as a secondary module. I've tried to do this with the following filters:
1. Moved ToISProposal/Quote
And
2. Modified Time (Stage History)ISPrevious FY
However, the report generates jobs that were moved to Proposal/Quote this financial year as well as last financial year.
How can I remedy this? Thank you!
Jules