To make historical trend reports available to your users, start by using filters to configure the amount of data that’s captured for historical trend reporting. Then select the fields needed for historical reports.
Available in: both Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, and delete reports:
“Create and Customize Reports”
Shape your historical trend data to have enough for users to exploit but doesn’t exceed the space limits. Consider which fields contain useful historical data and which fields contain data you can leave out.
Retaining historical data increases the amount of data you store. The effect depends on the ways your organization works. Say that someone updates the status of a typical opportunity record every day or two. Historical trending data for the Status field on the Opportunity object takes up more space than if the record changes once or twice a month. If any of your trended objects is in danger of exceeding the data limit, you receive an email alert.
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. Historical trend reporting is available only for Collaborative forecasting, not Customizable forecasting. If Cumulative Forecast Rollups are enabled in Collaborative Forecasts settings, Forecasting Items are not available in historical trend reports.
Select Enable Historical Trending.
Use the filters under Configure Data to specify the total amount of data you can use to create historical trend reports.
You can narrow down historical data for Opportunities, Cases, and custom objects. For Forecasting Items, the available data is selected for you.
For example, to reduce the data stored for Opportunities reports, drop out the least likely deals by setting Stagenot equal toProspecting.
Under Select Fields, choose up to 8 fields to make available for historical trend reporting.
These fields can be selected when creating historical trending reports.
For Opportunities reporting, 5 fields are preselected: Amount, Close Date, Forecast Category, Probability, and Stage. You can add 3 more.
For Forecasting, all 8 available fields are pre-selected.
After you enable historical trending, a new custom report type is available when you create future reports. If you enable historical trending on a new field, that field is automatically added to the historical trending report layout.
When you turn off historical trending, keep these points in mind.
Turning off historical trending for a field hides the historical data for that field. If you re-enable historical trending, historical data for the field can be viewed again, including data created after historical trending was turned off.
Turning off historical trending for an object causes all historical data and configuration settings to be deleted for that object. The object’s historical trending report type and any reports that have been created with it are also deleted.
If you turn off historical trending for a field and delete it, the field’s historical data is no longer available even if you re-enable historical trending.
The historical fields available to each user depend on the fields that user can access. If your permissions change and you can no longer see a given field, that field’s historical data also becomes invisible.
Each historical field has the same field-level security as its parent field. If the field permissions for the parent field change, the historical field’s permissions change accordingly.