Definition
The specific Salesforce report whose results are captured each time a Reporting Snapshot executes, with the report's columns mapped to fields on the target custom object where snapshot records are stored.
Real-World Example
When a data analyst at MarketPulse needs to streamline operations, they turn to Reporting Snapshot Source Report to uncover trends and patterns hidden in their CRM data. By configuring Reporting Snapshot Source Report, they create visualizations that tell a clear story about business performance. The executive team uses these insights to adjust strategy mid-quarter and the company exceeds its revenue target by 12%.
Why Reporting Snapshot Source Report Matters
The Reporting Snapshot Source Report is the specific Salesforce report whose results are captured each time a Reporting Snapshot executes, with the report's columns mapped to fields on the target custom object where snapshot records are stored. The source report defines what data gets captured: its filters determine which records are included, its fields define what data each snapshot row contains.
Designing a good source report is foundational to good snapshot data. Well-designed source reports produce clean, structured snapshots; poorly-designed source reports produce data that's hard to work with downstream. Mature orgs treat source report design as careful work, with explicit consideration of what columns will be needed, what filters should apply, and how the data will be analyzed once captured.
How Organizations Use Reporting Snapshot Source Report
- •BrightEdge Solutions — Designs source reports carefully with future analytics needs in mind.
- •NovaScale — Uses dedicated source reports that feed snapshot processing, separate from analytical reports.
- •TrueNorth Software — Treats source report quality as foundational to snapshot data quality.