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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Creating Report Snapshots (On-Premises Only)

Report snapshots let you save the data in a report at a particular moment in time. This is useful for measuring end-of-time-period results. Snapshots can be run on demand or scheduled to run regularly. Figure 21.24 shows the page for scheduling the frequency for creating a snapshot of the Account Distribution report.

Figure 21.24. The Report Scheduling Wizard.

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The Report Scheduling Wizard shows up on the ribbon of the Report menu, and you can edit its properties to determine where it is available.

By the Way: Scheduled Reports

Scheduled reports are individually owned by default. If you need them to ...

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