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            Create a Data 360 Report on Calculated Insight Object History (Beta)

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            Create a Data 360 Report on Calculated Insight Object History (Beta)

            Analyze historical data trends by building reports on Calculated Insight Object (CIO) history. Compare metric snapshots across different time periods. CIO history reports support only aggregated tables, such as summary or matrix tables. Detail rows aren't supported.

            Required Editions

            Available in: Lightning Experience
            Available in: Data 360 in Developer, Enterprise, Performance, and Unlimited Editions
            Note
            Note Data 360 Reports on Calculated Insight Object History is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.
            User Permissions Needed
            To create, edit, and delete reports in private folders: Create and Customize Reports
            To create, edit, and delete reports in public and private folders: Report Builder (Lightning Experience)

            Before you create a report on historical data, enable history tracking on the source calculated insight.

            1. In Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings. Then, select Enable reporting on CIO History in Data Cloud Reports (Beta).
            2. From the Report Builder, create a report on Calculated Insight History. For example, to report on opportunity calculated insight history, select Opportunity CIO History report.
            3. On the Outline tab, click + next to Snapshot Dates to select specific dates for historical comparison. You can select predefined options, such as 1 Month Ago, First Day Last Month, 4 Weeks Ago, etc . Or, select custom dates from the Choose Snapshot date option.
            4. In the Groups section, add the Snapshot Date field to either Group Rows or Group Columns.
            5. In the Columns section, add the aggregatable measures to report on. You can add only aggregatable measures to the Columns section.
              By default, measures are aggregated by the Snapshot Date using SUM.
            6. Run the report to view the aggregated historical data across the selected snapshot dates.
             
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