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What Is Analytical Snapshot?

Answer»

Analytical snapshot allows reports run at scheduled time to be stored as OBJECTS. Analytical snapshots are used to perform trend analysis. As an example if we want to view how MONTHLY sales are growing, fields in a report with sales figure can be stored in a custom object every month using Analytical snapshot. Data in this custom object can then be used to perform trend analysis.

Analytical snapshot are available from the Data Management menu OPTION. SOURCE report in Analytical snapshot can be of the type Tabular or SUMMARY.

Setup Analytical reports require a four step process:

  • Select source report
  • Select custom object
  • Map source report fields to custom object fields
  • Schedule the frequency for taking the snapshots

Analytical snapshot allows reports run at scheduled time to be stored as objects. Analytical snapshots are used to perform trend analysis. As an example if we want to view how monthly sales are growing, fields in a report with sales figure can be stored in a custom object every month using Analytical snapshot. Data in this custom object can then be used to perform trend analysis.

Analytical snapshot are available from the Data Management menu option. Source report in Analytical snapshot can be of the type Tabular or Summary.

Setup Analytical reports require a four step process:



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