What is analytical snapshot?

Hi Anjali,

An analytic snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Analytic snapshots enable you to work with report data similarly to how you work with other records in Salesforce.

For example, a customer support manager could set up an analytic snapshot that reports on the open cases assigned to his or her team everyday at 5:00 PM, and store that data in a custom object to build a history on open cases from which he or she could spot trends via reports.Then the customer support manager could report on point-in-time or trend data stored in the custom object and use the report as a source for a dashboard component.

Hope this helps.

• This reply was modified 6 years, 2 months ago by  madhulika shah.

Hi Anjali,

Analytical snapshot is “allowing you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.” This in turn allows you to create Reports and Dashboards based on the data in the Custom Object.

Analytic Snapshots are comprised of three things:

A source Report of type Tabular or Summary
A Custom Object with fields matching the columns in the source Report
An Analytic Snapshot definition, which maps fields and schedules the snapshot runs

THanks.