Report for inactive business owners

_bhishek
Tera Guru

Hi All,

 

I want to create a trend report for my dashboard .where i want to show inactive business owners  for business applications from past 6 months .As we have corrected/updated inactive business owners to active business owners (another user).So we want to show the report which shows the trend for inactive business owners earlier and now.

Thanks

3 REPLIES 3

Slava Savitsky
Giga Sage

In reports, you cannot access the previous state of your data. If you have already replaced inactive business owners with new (active) ones, the system can no longer tell you how many inactive business owners there were before the clean-up. You should have captured that information before making the update.

 

Going forward, you can use Performance Analytics to make regular snapshots of your data. That way in the future you would be able to have the trend report you want, but unfortunately it is not possible to do retroactively for the past.

Thanks for your response .

Can we have data base view with the history line table that can tell us how many business owners are changed to active buisness owners for business application.Is this possible or you can suggest any other way to get the trend.

Thanks 

 

Hi @_bhishek ,

 

in general you should have thought about the need for reporting on trend before changing the owners inactive to active owners, then it would have been a lot easier to create a PA report.

 

if my answer has helped with your question , please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

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