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Manage Reporting Snapshots
After you set up a reporting snapshot, you can view details about it and edit and delete it. From Setup, enter Reporting Snapshots in the Quick Find box, then select Reporting Snapshots to display the Reporting Snapshots page, which shows the list of reporting snapshots defined for your organization.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
From the Reporting Snapshots page, you can:
- Select a list view from the View drop-down list to go directly to that list page, or click Create New View to define your own custom view.
- Define a new reporting snapshot by clicking New Reporting Snapshot.
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Update the reporting snapshot name, description, running user, source report, and target object
by clicking Edit next to its name. Only users with the
“Modify All Data” permission can choose running users other than themselves.
If you have the “Customize Application” permission, enter a unique name to
be used by the API and managed packages.
If you change the source report or target object on a reporting snapshot with existing field mappings, the field mappings are deleted when you save the reporting snapshot. You can also view Summary Fields in Source Report and Fields in Target Object to see the number of summary or target fields, respectively.
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Delete a reporting snapshot by clicking Del next to its name.
After the reporting snapshot is deleted, it cannot be restored from the Recycle Bin.
When you delete a reporting snapshot, the source report and target object aren’t deleted; however, when the source report runs, it won’t load the target object with data.
You can delete the schedule of when a reporting snapshot runs. You can’t stop or pause a reporting snapshot when it is running, nor can you delete its source report. To delete the source report, you must first remove the report from the reporting snapshot by changing the report in the Source Report drop-down list.
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Display detailed information about a reporting snapshot and customize it further by clicking
its name. Then you can:
- Click links in the Identification section that redirect you to the reporting snapshot running user, source report, and target object. In addition, you can view the preferred date and time at which the reporting snapshot will approximately run next in the Next Run field, and view the date and time at which it last ran in the Last Run field.
- Click Edit in the Field Mappings section to further customize
the fields mapped from the source report to the target object.
The Reporting Snapshot Field Mappings section displays which source report fields are mapped to the target object's fields. You can view the number of fields in the source report available for mapping to the target object in the Columns in Source Report field. Also, you can view the number of fields available for mapping in the target object in the Fields in Target Object field.
- Click Edit in the Schedule Reporting Snapshot section to
schedule when to run the reporting snapshot.
The Schedule Reporting Snapshot section displays details about when the reporting snapshot is currently scheduled to run.
- The Run History section displays details about when the reporting snapshot ran.
Details include:
- The date and time at which the reporting snapshot ran
- The name of the source report, target object, and running user
- The time it took for the reporting snapshot to run
- The total number of detail or summary rows in the source report, depending on the report type
- The number of records created in the target object
- Whether or not the reporting snapshot ran successfully
Up to 200 records are stored in the Run History section. After 200 records are stored, the oldest record is automatically deleted and cannot be retrieved from the Recycle Bin.
