Create a report for Tracking Lead movement or management in Creatio Reports

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:

  1. What is the best way to track field transitions in Creatio reports?
  2. Is it better to create a custom object via business process to store stage movement history?
  3. Has anyone implemented similar milestone tracking reports?

Any guidance or recommended architecture would be greatly appreciated.

Thank you!

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