1. From Setup, enter “Reporting Snapshots”in the Quick Find box, then select Reporting Snapshots.
2. Select the name of the reporting snapshot that youwant to schedule to run.Reporting snapshots will not run as scheduled if the user in theRunning User field does not haveaccess to the folder in which the source report isstored.Note If the running user becomes inactive,the report doesn’t run. Salesforce sends an email notification to either activate theuser, delete the report schedule, or change the running user to an active one.Salesforce sends the notification to users with the “Manage Users,” “Modify All Data,”and “Manage Billing” permissions. If no user has all these user permissions, Salesforcesends the notification to users with the “Manage Users” and “Modify All Data” userpermissions.
3. Click Edit on the Schedule Reporting Snapshotsection.The Schedule Reporting Snapshot section on a reporting snapshot detail page displays details on when the reporting snapshot is scheduled to run.
4. Select a notification setting to send an email when the reporting snapshot finishes running:Click Me to send an email to the emailaddress specified on your Salesforce userrecord.Click Others... to send an email toadditional users. You can only send reporting snapshot notifications to email addresses included on Salesforce userrecords. You can only select Users and Public Groups in theSearch drop-down list. You can onlyshare with internal users, not external users (such as communityusers).
5. Click Me to send an email to the emailaddress specified on your Salesforce userrecord.
6. Click Others... to send an email toadditional users. You can only send reporting snapshot notifications to email addresses included on Salesforce userrecords. You can only select Users and Public Groups in theSearch drop-down list. You can onlyshare with internal users, not external users (such as communityusers).
7. Schedule the reporting snapshotto run:In the Frequency field, select the frequencyat which the reporting snapshot runs. When you click the Daily,Weekly, orMonthly fields, more options displaythat allow you to refine frequency criteria.If you schedule a reporting snapshot to run on a specific day of every month, the reporting snapshot will only run on months that have that specificday. For example, if you schedule a reporting snapshot to run on the 31st day of every month, then the reporting snapshot will only run on months that have 31 days. If youwant a reporting snapshot to run on the last day of every month, chooselast from the On day of every month drop-down list.In the Start and Endfields, specify the dates during which you wish to schedule thereporting snapshot to run.In the Preferred Start Time drop-down list,click the Find available options... linkto choose a preferred start time for the reporting snapshot to run.Your preferred start time may not be available if other users have already selected that time to run a reporting snapshot or your organization has reached its reporting snapshot limit.Reporting snapshots run in the time zone of the user who schedules the run. For example, if the Time Zone field on your user record is set to Pacific Standard Time, and you schedule a reporting snapshot to run every day at 2:00 PM, then the reporting snapshot will run every day at 2:00 PM Pacific Standard Time.If you view and save a schedulein a time zone different from the one in which it was previously scheduled,the time slot could potentially change.The reporting snapshot runs within an hour of the time you select in the Preferred Start Time drop-down list. For example, if you select 2:00 PM as your preferred start time, the reporting snapshot may run any time in between 2:00 PM or 2:59 PM, depending on how many other reporting snapshots are scheduled to refresh at thattime.
8. In the Frequency field, select the frequencyat which the reporting snapshot runs. When you click the Daily,Weekly, orMonthly fields, more options displaythat allow you to refine frequency criteria.If you schedule a reporting snapshot to run on a specific day of every month, the reporting snapshot will only run on months that have that specificday. For example, if you schedule a reporting snapshot to run on the 31st day of every month, then the reporting snapshot will only run on months that have 31 days. If youwant a reporting snapshot to run on the last day of every month, chooselast from the On day of every month drop-down list.
9. In the Start and Endfields, specify the dates during which you wish to schedule thereporting snapshot to run.
10. In the Preferred Start Time drop-down list,click the Find available options... linkto choose a preferred start time for the reporting snapshot to run.Your preferred start time may not be available if other users have already selected that time to run a reporting snapshot or your organization has reached its reporting snapshot limit.Reporting snapshots run in the time zone of the user who schedules the run. For example, if the Time Zone field on your user record is set to Pacific Standard Time, and you schedule a reporting snapshot to run every day at 2:00 PM, then the reporting snapshot will run every day at 2:00 PM Pacific Standard Time.If you view and save a schedulein a time zone different from the one in which it was previously scheduled,the time slot could potentially change.The reporting snapshot runs within an hour of the time you select in the Preferred Start Time drop-down list. For example, if you select 2:00 PM as your preferred start time, the reporting snapshot may run any time in between 2:00 PM or 2:59 PM, depending on how many other reporting snapshots are scheduled to refresh at thattime.
11. Your preferred start time may not be available if other users have already selected that time to run a reporting snapshot or your organization has reached its reporting snapshot limit.
12. Reporting snapshots run in the time zone of the user who schedules the run. For example, if the Time Zone field on your user record is set to Pacific Standard Time, and you schedule a reporting snapshot to run every day at 2:00 PM, then the reporting snapshot will run every day at 2:00 PM Pacific Standard Time.
13. If you view and save a schedulein a time zone different from the one in which it was previously scheduled,the time slot could potentially change.
14. The reporting snapshot runs within an hour of the time you select in the Preferred Start Time drop-down list. For example, if you select 2:00 PM as your preferred start time, the reporting snapshot may run any time in between 2:00 PM or 2:59 PM, depending on how many other reporting snapshots are scheduled to refresh at thattime.
15. Click Save to schedule the reporting snapshot torun.When the reporting snapshotruns, it adds new records to the target object.