Snapshot Trending

Angela Logie

Looking for your help, we have a project health column (red, amber, green) on our register that we are looking to trend week on week. Or to run a report on whats changed yellow to red or green to yellow for example. And no idea how to do that . I looked at automation and the trigger on has 'changes to' it doesnt allow 'changes from' and changes to'.

Hope this makes sense...and thanks in advance for any support you can provide!

Ang

Paul Newcome

You would need to set up a Copy Row automation to copy each row over when the health column changes to capture the static/historical data. From there you can create a report that can group either by task or date or however you need it to be grouped.

Angela Logie

Oh this is a great idea...thank you!

Paul Newcome

Happy to help. 👍️