Question
Create a report for Tracking Lead movement or management in Creatio Reports
21:33 May 22, 2026
Hi Everyone,
I am trying to build a weekly summary report in Creatio to track key lead milestones, and I am facing an issue with tracking stage movement accurately.
Requirement:
- Report should show leads moving from ABC to DEF
- Leads marked as Qualified or Disqualified
- Opportunities moved to Closed Won or Closed Lost
- Weekly summary only (not individual notifications)
The issue I am facing is specifically with tracking:
“Leads moved from ABC to DEF
In the report setup, I can filter current fields like:
- Source
- SBU
- Lead Stage
- Status
I am trying to understand:
- What is the best way to track field transitions in Creatio reports?
- Is it better to create a custom object via business process to store stage movement history?
- Has anyone implemented similar milestone tracking reports?
Any guidance or recommended architecture would be greatly appreciated.
Thank you!
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