how to create a reporting snapshot in salesforce

How to Set Up Salesforce Reporting Snapshots – Freeze Data for Future Reference

1. Create a Report Folder and Report. This report should be of the data you want to capture (no more, no less.) I always...
2. Create a Custom Object to hold the results of the Snapshot. The Custom Object is what will actually hold the data...
3. Set up the Snapshot. Navigate to Setup ->...

Full Answer

What is reporting snapshot in Salesforce?

Reporting snapshot is a Salesforce feature that allows users to report on their company’s historical data. It means that you can take snapshots of specific record sets and freeze particular data that could be useful in the long run.

What data should be in a reporting snapshot?

The Running User in the Reporting Snapshot should have the access to the Source Report. The Target Object is used to store the data generated by the report. The data will be stored at the time of the scheduling. It should have at least one field to map with the Source Report. The fields are created with the same data type as the report’s columns.

How can I use reporting snapshots to estimate the accuracy?

Using reporting snapshots can help you estimate the accuracy of your team’s projected forecasts. If you have snapshot reports categorized, you can simply pull them out and check whether your team is achieving the set goals. Also, you can compare their previous forecasts with historical performances for additional insight.

What is the target object in a reporting snapshot?

The Running User in the Reporting Snapshot should have the access to the Source Report. The Target Object is used to store the data generated by the report. The data will be stored at the time of the scheduling. It should have at least one field to map with the Source Report.

How do you create a reporting snapshot?

Go to Setup and enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots. 10. Give your Analytic Snapshot a name. Make sure the Running User has permission to view and report on the data you're going to push into your custom object.

What is a reporting snapshot?

A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data.

What are snapshot reports Salesforce?

Salesforce Reporting Snapshots is a little-known feature that is included in out-of-the-box Salesforce orgs and is easy to set up. Snapshots allow you to take a picture of a set of records and freeze the data on them for future reference.

Which report formats can be used to create a reporting snapshot?

Tabular and Summary report can be used to create reporting snapshot.

How does Salesforce store historical data?

First you need to activate the feature. Go to Setup and search for Historical Trending. Select the Object you want to report on, for the Pipeline we need Opportunities. Select the fields you require and ensure you select Enable Historical Trending, then select Save.

What is Salesforce reporting?

A Salesforce report is a list of data generated based on predefined criteria. They can be displayed in either rows or columns and be public, shared, hidden, and read-only or with write access. The benefit of reports in Salesforce is being able to quickly and easily understand the data within the system.

What is snapshot in SSRS?

A snapshot in SSRS is a pre-executed report which contains the layout information and the Dataset that used for the report. You can use this snapshot option to store the report data based on the schedules. So, you can restrict the user from accessing the long-running queries.

How do I turn on historical trending in Salesforce?

From Setup, enter Historical Trending in the Quick Find box, then select Historical Trending. Select the object that you want to do historical trend reporting on. You can select Opportunities, Cases, Forecasting Items, and up to 3 custom objects. Select Enable Historical Trending.

What is opportunity History report Salesforce?

View information about the history of your opportunities, including stages and close date.

What is historical trending in Salesforce?

What is Historical Trend Reporting? Historical Trend Reporting is a niche reporting feature available on Salesforce. It allows for reporting on the standard up-to-the-minute state of the business as well as analyze day-to-day and week-to-week changes in forecasts, cases, opportunities, or values in custom objects.

How do I join a report in Salesforce?

Create a Joined ReportFrom the Reports tab, click New Report.Choose a report type and click Continue. ... The report opens in the report builder. ... To add another report type to the joined report, click Add Block. ... Customize the joined report with columns, groups, filters, and formulas.Click Save and name the report.More items...

How to Set Up Opportunity Pipeline Reporting Snapshots

1. Create a Report Folder and Report. This report should be of the data you want to capture (no more, no less.) I always recommend including ID values as well, because any record with a text value for a name could potentially change and you need a unique reference to be able to watch a single record change over time.

Summary

Now that you have all this setup, you can let it run quietly in the background. The longer your Snapshot runs, the better picture you will have of data changing over time. It’s an easy (and free) way to give good analytics to your Sales team and see what your pipeline or records looked like on a given date in the past.

What is a source report?

Source Report: The Source Report can be either Tabular or Summary type. It is the source for the Reporting Snapshot. The Running User in the Reporting Snapshot should have the access to the Source Report.

Does Salesforce report only show the most recent data?

It is very common that the business users use Salesforce Reports to view their organization data frequently, but when they run the report, it would display only the most recent data available at the time of running the report.

What comprises a Reporting Snapshot?

To get started with building a Reporting Snapshot, there will always be 3 main ingredients: a source report, a target object, and Target object fields.

Defining & Mapping the Reporting Snapshot

After you have taken care of the initial steps, you are ready to configure the snapshot itself. The first part is self-explanatory – you will need to define a name, a running user (which should have access to all the object (s) and field (s) needed for the source and target), and the source report/target object you already created.

Scheduling your Reporting Snapshot

The final action you need to take for your Reporting Snapshot to function properly is to create a schedule. This is another straightforward step, but it is critical that those providing requirements understand the implications about being indecisive with the schedule.

Digesting the Output

To make use of the data that Salesforce will now be creating for you over time, you will need to create another report in addition to the original one that was used as the source of information.

Important Considerations

In addition to formulating a general reporting strategy, there are specific technical nuances to look out for when configuring reporting snapshots that may serve as roadblocks in achieving the strategic goals of your organization.

In Conclusion

Salesforce’s reporting and dashboarding tools are some of the most powerful and intuitive available in the market today, but because of its open-endedness, due diligence, sound architecture, and thoughtful policy are of utmost importance.