I need some help creating a report that will show the number of open cases for a specific customer for a 7 day period. What I would like to be able to do is subscribe to a report that when generated shows me the number of open cases for that day plus the previous six days displaying the number of open cases that exist for a specific customer. I'm getting hung up on the aggregation of data and how to get the report to run for the current day plus previous days. Is this possible?
Hello,
With Salesforce Reports the data you see is the live information that reflects the system as is.
If you wanted historic aggregates then there are few options for this;
(1) Have a scheduled flow that runs daily to count the number of cases and stores this in a custom object - let's say "Case Snapshot"
(2) Use a Reporting Snapshot to run a 'snapshot' on a daily basis which would create a record in a custom object eg. "Case Snapshot"
(3) Report on Case History but this would be had to work out on a specific date how many cases were open.
The difference between 1 and 2 is option 1 would have no relationship to the cases itself and just hold a number as a count whereas option 2 would create a record for each open case everytime it runs which could include more info eg. origin, reason etc.
However option 2 could have a considerable impact on your storage depending on the volumes of cases.
