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In Salesforce , the “Custom Object History” report type can show field changes, but it fundamentally cannot group or display data in 3-month intervals. It only shows individual change records chronologically without time-based aggregation capabilities.
Here’s how to create flexible report types designed for interval-based analysis that actually show status change patterns across 3-month periods.
Build interval-based status reports using Coefficient
Coefficient provides time-series analysis reports with flexible interval grouping that Salesforce cannot deliver natively. You can import custom object history data and add calculated columns for quarter identification, then create pivot tables that group by 3-month intervals.
How to make it work
Step 1. Import custom object history data.
Use “From Objects & Fields” to import your custom object history with all status change records. Include fields like Status, OldValue, NewValue, CreatedDate, and any related lookup fields you need for context.
Step 2. Add interval grouping calculations.
Create calculated columns for quarter identification using formulas like =ROUNDUP(MONTH(CreatedDate)/3,0)&” Q”&YEAR(CreatedDate). For fiscal quarters, use =IF(MONTH(A2)<=3,"Q4",IF(MONTH(A2)<=6,"Q1",IF(MONTH(A2)<=9,"Q2","Q3"))) to align with your fiscal calendar.
Step 3. Build interval-based dashboard views.
Create summary tables showing Quarter, Total Changes, Top Status Transition, and Average Days Between Changes. Use pivot tables to group status changes by your 3-month intervals and calculate transition percentages for each period.
Step 4. Set up custom SOQL queries for advanced analysis.
Use Coefficient’s custom SOQL capability to write queries like SELECT Status, OldValue, NewValue, CreatedDate, CALENDAR_QUARTER(CreatedDate) as Quarter FROM Custom_Object__History WHERE Field = ‘Status__c’ ORDER BY CreatedDate DESC for more complex interval analysis.
Step 5. Create comparative analysis across intervals.
Build reports showing multiple 3-month periods side by side, calculate weighted averages for status duration within each interval, and track cohorts by object creation quarter. Add predictive modeling based on historical 3-month patterns.
Get the interval reporting Salesforce can’t provide
This approach provides the interval-based reporting that Salesforce cannot natively deliver, with unlimited flexibility in how you define and analyze your 3-month periods. Start building comprehensive interval reports that show the patterns you need for strategic planning.
