Analytic snapshots
Analytic snapshots are more like taking a picture of a report at a particular point of time and then creating a record out of it and storing it in a custom object. These records can then be used to make a report again. Users can schedule analytic snapshots to summarize data at specific times.
The benefits of using analytic snapshots include:
- Running reports faster by reporting data that is already summarized
- Creating dashboards that refresh quickly by associating them with presummarized data
- Sorting and filtering specific data summaries via list views
- Viewing trends in data via custom object records
The following diagram depicts how report data is mapped onto a custom object for further reporting. It eliminates the need to keep two different reports and compare them.
Let's create an analytic snapshot report from the demo report that we have created in the opportunity field. It will store the data every day, and then we will report the data to the custom object. Perform...
