Report Snapshots

Report Snapshots allow you to report on historical data very easily. With report snapshots, users can recurringly save report results to fields on a custom record based on a defined schedule and mapping. This then allows you to quickly and simply work with report outputs, much as you would with any other record type in the Workbooks reporting engine.

Report Snapshots have a number of useful applications within Workbooks. For example, a customer support manager may wish to set up a reporting snapshot based on the open support cases assigned to their team each day at 5pm. Storing this information in a custom record via the Snapshot functionality builds a history of open cases which can then be used to spot trends and patterns in the data. Having this store of data within Workbooks allows for both point-in-time reporting and trend analysis to be easily undertaken within the database. The below example uses data such as this to draw out conclusions on the age of open Cases on any one day.

Below are a series of steps to aid you in setting up Report Snapshots as well as an example. 

1. Preparing your Report
To set up a Snapshot, you will need a source report. Learn how to prepare a Report for use in a Snapshot.

2. Creating a new Snapshot
Now that your Report is ready, learn how to start making Snapshots of it.

3. Configuring a Snapshot
Once a Snapshot has been created, learn how to configure and schedule it.

4. Reporting on Snapshot data.
Now that you have your Snapshot data, learn how to use this data in your Reports.