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Salesforce.com Customization Handbook by Sagar Pareek, Rakesh Gupta

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Analytical snapshot

Analytical snapshot in Salesforce helps you to build trend reports, which are based on historical data. You can use tabular or summary reports as the source report in an analytical snapshot. The column from the report is mapped to the fields in an object.

Let's take an example, where the CEO of Appiuss Inc. has asked the system administrator to build a monthly, historical trend report based on the Opportunity this month report he created for tabular reports to compare the opportunity statuses of the current month and last month. To do this, follow these steps:

  1. Build a summary or tabular report. We have already built a report under the summary report topic.
  2. Consider the fields you need to track to build a trend report (in our case, ...

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