---
schema_version: "1"
id: d40a151494b47011fc981bd8abe2e5f79e6137af3523300c68e22a9e81c2f777
title: Define a Reporting Snapshot
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/data_defining_analytic_snap.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.data_defining_analytic_snap.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 19ee5750b76c671bd31be83f9e67c888a95b901bbde558aa9b38876baacea511
description: After you create a source report, target object, and target object fields, you can define your reporting snapshot. You define a reporting snapshot by naming it and choosing the source report that will load report results into the target object you specify when the reporting snapshot runs.
products:
  - Cross Cloud
release: "264"
---
# Define a Reporting Snapshot

After you create a source report, target object, and target object fields, you can define your reporting snapshot. You define a reporting snapshot by naming it and choosing the source report that will load report results into the target object you specify when the reporting snapshot runs.

### 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: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</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="text-align:center;vertical-align:top;" id="d71978e75">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d71978e75 ">
              <span id="data_defining_analytic_snap__SnapshotPermName"><a name="data_defining_analytic_snap__SnapshotPermName"><!-- --></a>To create, save, and schedule a reporting
                snapshot:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d71978e75 ">
              <span id="data_defining_analytic_snap__SnapshotPermDesc"><a name="data_defining_analytic_snap__SnapshotPermDesc"><!-- --></a>Manage Reporting Snapshots</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d71978e75 ">To run a reporting snapshot as a running user and add the results to a custom
              object, the running user must have:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d71978e75 ">
              <p>Run Reports</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Create on the target object</p>
            </td>

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

1. From Setup, enter “Reporting Snapshots” in the Quick Find box, then select **Reporting Snapshots**.
2. Click **New Reporting Snapshot**.
3. Enter a name, unique name, and description for your reporting snapshot.
4. Choose a user in the Running User field by clicking the lookup icon.
    
    The user in the Running User field determines the source report's level of access to data. This bypasses all security settings, giving all users who can view the results of the source report in the target object access to data they might not be able to see otherwise.
    
    Only users with the “Modify All Data” permission can choose running users other than themselves.
5. Select a report from the Source Report drop-down list.
    
    The report you choose determines the report results that will load as records into the target object when the reporting snapshot runs.
    
    You can choose any custom tabular or summary report as the source report, except legacy forecast reports, Quota vs Actual reports, and Leads by Source reports. The Source Report drop-down list does not display standard reports.
6. Select a custom object from the Target Object drop-down list.
    
    The custom object you choose will receive the source report's results as records when the reporting snapshot runs.
    
    If a record used for an reporting snapshot has no record type associated with it, the record type of the running user is associated with the reporting snapshot by default.
7. Click **Save** to save the definition of your reporting snapshot, or click **Save & Edit Field Mappings** to save your reporting snapshot and map its fields.
8. [Map the fields](https://help.salesforce.com/s/articleView?id=analytics.data_mapping_analytic_snap.htm&release=264.0.0&type=5 "After you create a source report, target object, target object fields, and define your reporting snapshot, you can map the fields on your source report to the fields on your target object. You map source report fields to target object fields so that when the report runs, it automatically loads specific target object fields with data from specific source report fields.") on the source report to the fields on the target object.

#### See Also

- [Standard Report Types](https://help.salesforce.com/s/articleView?id=analytics.standard_report_folders.htm&release=264.0.0&type=5 "Salesforce provides a rich collection of standard report types that you can tailor to your unique requirements. You rarely need to create a brand-new report.")