---
schema_version: "1"
id: af33e872b066955cf62735f3eca383c9a631ab3a62d2911b0be960d78d19b60a
title: Start Trending Salesforce Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_trend_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_trend_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7b20cef4ed73d967f7dfdc1d68de5895f5a3f5d2b5ec1417b98c0ba021e2766a
description: To trend data in CRM Analytics, you trend a report that's collecting that data.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Start Trending Salesforce Reports

To trend data in CRM Analytics, you trend a report that's collecting that data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d80809e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d80809e70 ">To trend reports in CRM Analytics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d80809e70 ">
              <p>Use CRM Analytics OR Use CRM Analytics Templated Apps</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Trend Report Data in
                CRM Analytics</p>
            </td>

          </tr>
        </tbody>
      </table>

Watch a Demo: ![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/play_btn.png) [Trend in CRM Analytics](https://salesforce.vidyard.com/watch/6dRdRv8f2yn8Wfc45eAU1Q)

To enable this feature, contact Salesforce Customer Support.

1. Create a dataset.
    
    ![Create a dataset in CRM Analytics to set up trending](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_trend_create_dataset2.png)
2. Choose **A Salesforce Report** from the available data sources.
3. Select a report.
    
    ![select a report to trend](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_trend_select_report2.png)
    
    If the report you want to trend doesn’t exist, you must create it first.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)
    
    Note Only the saved version of a report is trended. If you've made unsaved changes to a report, then trend the report, the changes aren’t reflected in the trending dashboard.
4. Enter a title for the trending dashboard and the new trending dataset.
5. Set a schedule for updating the dashboard, which determines how often snapshots of report data are taken.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)
    
    Note
    
    - After you set the schedule, it can't be changed.
    - If you choose a schedule that updates on the 29th, 30th, or 31st of the month, no updates occur on months that have too few days to meet that schedule.
    - To avoid unwanted behavior during changes to daylight savings, don't choose 2 A.M. as an update time.
6. Choose a different app if you don’t want to save the trending dataset in **My Private App**.
    
    If you save the dataset to a shared app, all users who can view that app can view the dataset.
7. Click **Start Trending**.
    
    When the new trending dashboard is ready, you receive an email with a link. After the dashboard is ready, you can also begin to explore the associated dataset, which appears in the CRM Analytics datasets list.
8. Connect to the new trending dashboard using the link in the notification email, or by going to the app in which you saved it (after receiving the notification email).
    
    At first, the trending dashboard displays only 1 data point. As snapshots are taken and added to the new CRM Analytics trending dataset underlying the dashboard, more data points are added.

You can’t re-create a trended report. Therefore, it's recommended that you make a copy of the report to guard against data loss.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Trend data stored by a copy of a report counts towards your dataset row limit.

You can also trend any report directly by clicking **Trend** on that report.

In Lightning Experience:

![trend a report in Lightning Experience](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_trend_report_sfx.png)

In classic Salesforce:

![trend a report in classic Salesforce](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_trend_report_classic.png)

After you start trending, the **Trend** button on the report becomes **View Trend**. If you click that button in Lightning Experience, an embedded dashboard appears.

![trending dashboard embedded in lightning experience report page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/rd/rd_trend_embed_dashboard.png)

To return to the report, click **Back to Report View** (1). To view the report in CRM Analytics, click the Analytics button (2).