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            Define a Reporting Snapshot

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            Define a Reporting Snapshot

            After you create a source report, target object, and target object fields, you can define your reporting snapshot. You define a reporting snapshot by naming it and choosing the source report that will load report results into the target object you specify when the reporting snapshot runs.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, save, and schedule a reporting snapshot: Manage Reporting Snapshots
            To run a reporting snapshot as a running user and add the results to a custom object, the running user must have:

            Run Reports

            AND

            Create on the target object
            1. From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots.
            2. Click New Reporting Snapshot.
            3. Enter a name, unique name, and description for your reporting snapshot.
            4. Choose a user in the Running User field by clicking the lookup icon.

              The user in the Running User field determines the source report's level of access to data. This bypasses all security settings, giving all users who can view the results of the source report in the target object access to data they might not be able to see otherwise.

              Only users with the “Modify All Data” permission can choose running users other than themselves.

            5. Select a report from the Source Report drop-down list.

              The report you choose determines the report results that will load as records into the target object when the reporting snapshot runs.

              You can choose any custom tabular or summary report as the source report, except legacy forecast reports, Quota vs Actual reports, and Leads by Source reports. The Source Report drop-down list does not display standard reports.

            6. Select a custom object from the Target Object drop-down list.

              The custom object you choose will receive the source report's results as records when the reporting snapshot runs.

              If a record used for an reporting snapshot has no record type associated with it, the record type of the running user is associated with the reporting snapshot by default.
            7. Click Save to save the definition of your reporting snapshot, or click Save & Edit Field Mappings to save your reporting snapshot and map its fields.
            8. Map the fields on the source report to the fields on the target object.

            See Also

             
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