---
schema_version: "1"
id: d26676e146a64beb23b98ac73853d164268d848700637719438d2b755067c475
title: Guidelines for 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_guidelines.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_trend_create_guidelines.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 31f97bb392eb395e8e6810349710f33dd12a6d58950dfbfecb50e6ee4f0b5975
description: Review our guidelines when trending Salesforce Reports.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Guidelines for Trending Salesforce Reports

Review our guidelines when trending Salesforce Reports.

### 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>

- Don’t attempt to trend matrix reports. These reports don’t have the required structure to be trended.
- Choose reports that have changes on a frequency matching the trending schedule you set up.
- Always clone the source reports into your personal folders. After you start trending, don’t edit the reports. Keeping the report unchanged ensures a consistent view. If you plan to share trending dashboards, save them to view-only apps. This approach keeps the data consistent and prevents anomalies from appearing on the trending CRM Analytics dashboard.
- To get focused, easily observable, and actionable insights, tightly scope source reports. For example, trend only new business deals closing in the current quarter rather than all opportunities. A broad scope makes it more difficult to spot trends.
- Group and summarize your reports in the report builder with key information before you start trending them.
- Don’t create joined reports just for trending. Trending dashboards can't be created from joined reports.