Opportunity status reason and date

Ashley Gelderblom

Hello, it is possible to add and edit these fields on an opportunity, but it doesn't look like it's possible to extract them for reporting, can anyone help? I have had a look at the sky add in via PA and all that is returned is the status

Dan Snyder

@Ashley Gelderblom Not for an opportunity and even on the constituent level all you can get from the API is days elapsed for the prospect status, not a reason.

I have an inelegant workaround for reporting prospect status changes, but that involves the start date that you can get for that endpoint and there is no corresponding start date for the opportunity status endpoint.

Off to the idea bank we go it looks like. Here are the two I found:

Alex Wong

@Ashley Gelderblom
Hi, the create opportunity API endpoint does not have a reason, which field are you talking about?

there is a opportunity status, which you can get from the get opportunity endpoint.

as for “date” field, which date field are you talking about that you can create/edit but can't get? the ask, expected, funded date are all create/edit/getable.

Ashley Gelderblom

@Alex Wong

Ashley Gelderblom

@Dan Snyder I meant the comment field not the reason field

Alex Wong

@Ashley Gelderblom
status date (date in status) and comment on the status is not an available piece of information from an endpoint.

While you can create/update an opportunity's status, you cannot set the comment on the status neither.

Idea Bank ……..

Dan Snyder

@Ashley Gelderblom Yeah, same situation that you can add it, but not retrieve it. It seems to be similar to the summary note on a constituent record. When you add that information, it creates a note with a type of RE NXT Summary that you can see in database view, but you can't pull that note type through in a flow (at least when I last checked).