You build a reporting snapshot in Setup after you already have a custom source report and a custom target object with fields ready to receive the data. The flow below covers defining the snapshot, mapping fields, and scheduling it.
- Prepare the source report and target object
Create a custom tabular or summary report with the columns you want to trend. Then create a custom object with fields sized to hold each value, plus a date or date-time field to stamp each run.
- Define the snapshot
In Setup, use Quick Find to open Reporting Snapshots and click New Reporting Snapshot. Enter a name, unique name, and description, pick a running user, then select your source report and target object.
- Map the fields
Click Save and Edit Field Mappings, or open the Field Mappings section and click Edit. Match each source report field to a compatible target field. For a summary report, pick the grouping level (or Grand Summary) that holds the data you want.
- Schedule and notify
Set the snapshot to run daily, weekly, or monthly, choose a preferred start time, and add email notifications for yourself or a monitored group so you catch failed runs early.
The label and API-safe unique name that identify the snapshot in Setup.
The user whose data access governs what the source report returns; only Modify All Data lets you pick someone other than yourself.
A custom tabular or summary report whose results are captured on each run.
The custom object that receives new records; it cannot have validation rules, triggers, or be a master-detail detail object.
- Each run loads a maximum of 2,000 rows into the target object; rows beyond that are dropped and the notification flags the partial failure.
- You cannot map to Created By, Last Modified By, Created Date, or Last Modified Date on the target object.
- Adding validation rules, workflow, Apex insert triggers, or a 101st custom field to the target object will break later runs.
- Converting the source report from summary to tabular after mapping, or pushing it past 100 fields, causes the snapshot to fail.