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Schedule and Run a Reporting Snapshot
After you create a source report, target object, target object fields, define your reporting snapshot, and map its fields, you can schedule when it runs. You can schedule a reporting snapshot to run daily, weekly, or monthly so that data from the source report is loaded into the target object when you need it.
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 |
The number of reporting snapshots you can schedule to run is determined by your Edition. After a reporting snapshot has run, you can send an email notification to yourself and other users that includes details about the reporting snapshot run, such as the date and time it ran, whether it ran successfully, and how many records were loaded into the target object from the source report. Also, the notification includes a link to the reporting snapshot detail page in Salesforce.
- From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots.
-
Select the name of the reporting snapshot that you want to schedule to
run. Reporting snapshots run as scheduled only if the user in the
Running User field has access to the folder
in which the source report is stored.
If the running user becomes inactive, the report doesn’t run. Salesforce sends an email notification to either activate the user, delete the report schedule, or change the running user to an active one. Salesforce sends the notification to users with the “Manage Users,” “Modify All Data,” and “Manage Billing” permissions. If no user has all these user permissions, Salesforce sends the notification to users with the “Manage Users” and “Modify All Data” user permissions.
- Click Edit on the Schedule Reporting Snapshot section. The Schedule Reporting Snapshot section on a reporting snapshot detail page displays details on when the reporting snapshot is scheduled to run.
-
Select a notification setting to send an email when the reporting
snapshot finishes running:
- Click Me to send an email to the email address specified on your Salesforce user record.
- Click Others... to send an email to additional users. You can only send reporting snapshot notifications to email addresses included on Salesforce user records. You can only select Users and Public Groups in the Search drop-down list. You can only share with internal users, not external users (such as Experience Cloud site users).
-
Schedule the reporting snapshot to run. If you schedule multiple report snapshots for the same
time slot (for example, from multiple browsers), the report snapshot
jobs may fail.
- In the Frequency field, select the
frequency at which the reporting snapshot runs. When you
click the Daily,
Weekly, or
Monthly fields, more options
display that allow you to refine frequency criteria.
If you schedule a reporting snapshot to run on a specific day of every month, the reporting snapshot will only run on months that have that specific day. For example, if you schedule a reporting snapshot to run on the 31st day of every month, then the reporting snapshot will only run on months that have 31 days. If you want a reporting snapshot to run on the last day of every month, choose last from the On day of every month drop-down list.
- In the Start and End fields, specify the dates during which you wish to schedule the reporting snapshot to run.
- In the Preferred Start Time drop-down
list, click the Find available
options... link to choose a preferred
start time for the reporting snapshot to run.
Your preferred start time may not be available if other users have already selected that time to run a reporting snapshot or your organization has reached its reporting snapshot limit.
- Reporting snapshots run in the time zone of the user who schedules the
run. For example, if the Time Zone field on your user
record is set to Pacific Standard Time, and you schedule a reporting snapshot to
run every day at 2:00 PM, then the reporting snapshot will run every day at 2:00
PM Pacific Standard Time.
Note When daylight saving time (DST) begins or ends, date/time values may shift by one hour. This shift can cause reporting snapshots to appear inconsistent over time. To ensure consistency in future snapshots, use a running user with a time zone that does not observe daylight saving time. - If you view and save a schedule in a time zone different from the one in which it was previously scheduled, the time slot could potentially change.
- The reporting snapshot runs within an hour of the time you select in the Preferred Start Time drop-down list. For example, if you select 2:00 PM as your preferred start time, the reporting snapshot may run any time in between 2:00 PM or 2:59 PM, depending on how many other reporting snapshots are scheduled to refresh at that time.
- In the Frequency field, select the
frequency at which the reporting snapshot runs. When you
click the Daily,
Weekly, or
Monthly fields, more options
display that allow you to refine frequency criteria.
- Click Save to schedule the reporting snapshot to run. When the reporting snapshot runs, it adds new records to the target object.
Optionally, once you have scheduled a reporting snapshot to run, you can perform the following actions after you click Edit on the Schedule Reporting Snapshot section of a reporting snapshot detail page:
- Click Edit to update the notification and frequency settings of the reporting snapshot.
- Click Delete to permanently delete the existing schedule of when the reporting snapshot runs.
A reporting snapshot will fail during a scheduled run if:
- The source report includes more than 100 fields.
- The source report was changed from summary to tabular.
- The selected grouping level for a summary source report is no longer valid.
- The running user does not have access to the source report.
- The running user does not have the “Run Reports” permission.
- The target object has more than 100 custom fields.
- The target object contains validation rules.
- The target object is included in a workflow.
- The target object is a detail object in a master-detail relationship.
- The target object runs an Apex trigger when new records are created on it.
- The running user does not have the “Create” permission on the target object. If the target object's status is In Development, the running user must have the “Customize Applications” permission.
- The reporting snapshot is scheduled with frequency set as Monthly and the run date is changed after the snapshot has run for the current month. The snapshot doesn't run on the new day for the current month unless the snapshot frequency is changed to Daily.
To unschedule a reporting snapshot from Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots. Click Edit for the snapshot and then click Unscheduled Snapshot. After unscheduling, you can set up another schedule as needed.
