Standard reporting in Dazos only reflects current field values, not historical status changes. This guide shows you how to create a workflow-based solution to track status transitions over time, such as conversion rates from 'Sent Application' to 'Paperwork Returned'.

You'll need administrator access to create custom fields and workflows in your Dazos system. Note that this solution only tracks future status changes - historical data cannot be captured retroactively since Dazos doesn't store timestamps for previous status updates.

Step 1: Create a Custom Date/Time Field

Navigate to the module where your status field exists (such as Patients, Referrals, etc.) and create a new custom Date/Time field. This field will capture the exact timestamp when status changes occur.

Step 2: Build the Workflow

Create a new workflow with the following configuration:

Step 3: Configure the Report

Create or modify your report to use the new Date/Time field as a filter. This allows you to:

Once implemented, the workflow will automatically capture timestamps whenever records move between your specified statuses. You can then filter reports by these dates to track historical conversions and status progressions over time.

⚠️ No Historical Data: This solution only works for future status changes. Past transitions cannot be tracked since Dazos doesn't store historical timestamps for field changes.

💡 Tip: Consider creating separate workflows for different status transition pairs if you need to track multiple conversion paths.

For more information about creating workflows and custom fields, contact Dazos Support for assistance with your specific reporting requirements.