I would like to know all options on reporting on historical trends - pros/cons for each, limitations and where is each of them most appropriate to use. Thank you very much
1 resposta
Hi Lukas,
Please find the answer below:
Historical Trend Reports, new with the Winter 2014 Release, but still new to those of us too busy to explore all of the options with each release!
You can easily set up Historical Trend Reports to meet goals such as monitoring the sales pipeline or comparing historical and current values on key attributes to see how your pipeline has changed over time.
Salesforce makes three months of historical data available for you to analyze. You can select up to five date snapshots in that span to compare using up to four historical filters.
The best reports will come as you compare day-to-day or week-to-week values.
Set Up Historical Trend Reporting
To make historical trend reports available to your users, start by using filters to configure the amount of data that’s captured for historical trend reporting. Then select the fields needed for historical reports.
For more info visit : https://help.salesforce.com/HTViewHelpDoc?id=reports_historical_setup.htm
Limitations on Historical Trend Reporting
You can make up to three months of data available for historical trend reporting.
Up to 5 million rows of historical trending data can be stored for each object. Historical data capture stops when the limit is exceeded. The admin is alerted by email when any object reaches 70 percent of the limit, and again if the limit is exceeded.
Each historical trend report can contain up to 100 fields. In Opportunities reports, this includes the standard preselected fields, which can’t be disabled.
You can specify up to five historical snapshot dates in each historical trend report.
You can use up to four historical filters on each historical trend report.
These field types are supported: Number, Currency, Date, Picklist.
Internet Explorer 6 is not supported.
The Report Wizard is not supported. Historical trend reports can only be created with the Report Builder.
When you turn off historical trending for a field, that field’s historical data is deleted.
When you turn off historical trending for an object, all historical data and configuration settings are deleted for that object, including the object’s historical trending report type and any reports that have been created with it.
When you turn off historical trending for a field, and then delete that field, the field’s historical data will not be available if historical trending is enabled again.
Hope this helps but if not do let me know.
Thanks.
