In some cases, you may need to answer questions based on data as at a specific point in time over events completed in the past. For example, to get the count of CRM activity statuses at a certain date. If you ran the report a week ago, the count of the statuses would be as per the statuses of each activity at that point in time. Running the same report today will give you the count of the activities whose statuses are as they are today, which may have changed since last week, as they go through their life cycle from open to close. So, you need to report on the snapshot at each stage of the case’s life cycle.
0 commit comments