Which report formats can be used to create a reporting snapshot?

Which report formats can be used to create a reporting snapshot?

You can choose any custom tabular or summary report as the source report, except legacy forecast reports, Quota vs Actual reports, and Leads by Source reports.

How do you report a snapshot?

Creating A Snapshot Report

1. Step 1: Create A Custom Object.
2. Step 2: Add Fields To The Custom Object.
3. Step 3: Create A New Report To Populate The Snapshot.
4. Step 4: Create Reporting Snapshot.
5. Step 5: Setup Field Mappings.
6. Step 6: Schedule Reporting Snapshot.
7. Step 7: Configure Security.
8. Step 8: Create Snapshot Report Type.

Which two report formats can be used as a source report to configure a reporting snapshot?

You can choose any custom tabular or summary report as the source report, except legacy forecast reports, Quota vs Actual reports, and Leads by Source reports. The Source Report drop-down list does not display standard reports..

What is reporting snapshot?

A reporting 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.

Which two report formats can be used as a source report to configure a reporting snapshot choose 2 answers?

Source Report: The Source Report can be either Tabular or Summary type. It is the source for the Reporting Snapshot. The Running User in the Reporting Snapshot should have the access to the Source Report.

What is cached report?

A report server can cache a copy of a processed report and return that copy when a user opens the report. To a user, the only evidence available to indicate the report is a cached copy is the date and time that the report ran. Caching is a performance-enhancement technique.

How do I run a reporting Snapshot in Salesforce?

From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots. Select the name of the reporting snapshot that you want to schedule to run. Reporting snapshots run as scheduled only if the user in the Running User field has access to the folder in which the source report is stored.

What is analytic snapshot in Salesforce?

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 there port’s data.

How many maximum records are displayed in a report?

2,000 rows
Reports display a maximum of 2,000 rows. To view more rows, export the report to Excel or use the printable view for tabular and summary reports. For joined reports, printable view displays a maximum of 20,000 rows.