Create a tabular source report, build a custom target object with matching fields, then schedule a Reporting Snapshot that captures the source report rows on a recurring basis.
- Design the source report
Open the Reports tab. Click New Report. Pick the report type. Choose Tabular or Summary format. Add columns and filters that capture exactly the rows you want snapshotted.
- Save the source report
Save with a name that signals it is for snapshot use (Source Report: Open Pipeline). Document the filters and columns in the description field for future maintenance.
- Create the target custom object
Setup, Object Manager, Create. Add a custom object with one field per source report column. Match data types exactly (text, number, date).
- Configure the Reporting Snapshot
Setup, Reporting Snapshots, New Reporting Snapshot. Pick the source report, the target object, the running user, and the field mappings.
- Schedule the run
Set the start date, frequency (daily, weekly, monthly), and preferred run time. The job runs in the background and populates the target object.
- Validate after first run
Wait for the first scheduled run. Open the target object's list view. Confirm the row count and field values match the source report at the run timestamp.
- Source reports must be Tabular or Summary. Matrix and Joined reports cannot drive a snapshot; convert the report type before wiring it in.
- Editing the source report breaks column mappings if you add, remove, or rename columns. Re-open the snapshot configuration and re-map after any source change.
- Running user matters. A source report run as an admin returns different rows than the same report run as a sales user; pick the user whose visibility you actually want captured.
- Daily snapshots of large source reports consume target-object storage quickly. Estimate the row count and multiply by the schedule frequency to size storage cost.