• #31876
    Forcetalks

    What Is Analytical Snapshot in the report in Salesforce?

    What Is Analytical Snapshot in the report in Salesforce?

     

    #31885
     Anjali #7
    Forcetalks

    Hi Chanchal,

    Salesforce  defines Analytic Snapshots as “allowing you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.” This in turn allows you to create Reports and Dashboards based on the data in the Custom Object.

    Analytic Snapshots are comprised of three things:

    • A source Report of type Tabular or Summary
    • A Custom Object with fields matching the columns in the source Report
    • An Analytic Snapshot definition, which maps fields and schedules the snapshot runs
    #33650
    Salesforce | Parul Parul #2
    Forcetalks

    Hi

    Analytic snapshots are simply a snapshot of data on a report that can be taken at a specific time and the data can then be stored in a  custom object.

    Analytic Snapshots as “allowing you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.” This in turn allows you to create Reports and Dashboards based on the data in the Custom Object.

     

    Thanks

    #34312
    Salesforce | shariq shariq #1
    Forcetalks

    Hi,

    An analytic 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 there port’s data. Analytic snapshots enable you to work with report data similarly to how you work with other records in Salesforce.

    For example, a customersupport manager could set up an analytic snapshot thatreports on the open cases assigned to his or her team everyday at5:00 PM, and store that data in a custom object to build a historyon open cases from which he or she could spot trends via reports.Then the customer support manager could report on point-in-time ortrend data stored in the custom object and use the report as a sourcefor a dashboard component

    It is available in Professional,Enterprise,Unlimited and Developer editions

    Hope this helps.

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