We have sales locations that are constantly changing and I am trying to build a time series table of how many of each type of location we had on any given date and how many units are at each location.
The table/object I built to collect this info basically looks like this:
Date | sum of grocery locations | sum of units at grocery locations | sum of gas stations | sum of units at gas locations | etc.
Each account has a "Location Type" field that is a pick list and a "Number of Units" field that is an integer.
It seems like I should be able to build one report and one Snapshot to load this info daily, but I can't for the life of me figure out how to set it up. The SF documentation has been less than helpful, to say the least.
6 answers
It looks like you're summarizing your report by your Location Type field. When you go to edit the field mapping on the reporting snapshot, look at the first area where it wants you to select a Summary Grouping Level, change it from Grand Summary to Grouping 1: Location Type. Does that give you access to more fields to map?
