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Analyze Your Data
Report on Historical Changes

Report on Historical Changes

On top of the standard up-to-the-minute reporting on the current state of your business, you can analyze day-to-day and week-to-week changes in opportunities, cases, forecasts, and custom objects.

Note
Note Historical trend reports are also called historical tracking reports.
  1. Track Changes Over Time with Historical Trend Reporting
    Historical trend reporting uses a special custom report type designed to highlight changes between five snapshot dates, such as five business days or five business weeks. You can visually represent the data changes in charts and on dashboards.
  2. Report on Historical Data with Reporting Snapshots
    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. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.
 
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