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(Kindly Note : I have tried every example available)

What I have : Report - Summary report on Cases using Standard Report Type - Cases.
Object - Custom object having fields similar to above report.

I want to create Analytical Snapshot for the above report.

Hi, I have a scenario where I need to map Case (standard object) Age, Open, Closed fields to custom object for Analytic Snapshots. I have a report shown below

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This reports have fields such as Open, Closed and Age, for these fields I choose Age(number), Open and Closed(Checkbox) but only TL9000 Security Level and # minor count is visible when I do mapping. My Custom object is having "Enable Reports" and is Deployed. Custom object is given below:

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My Reporting Snapshot is not showing any field to map.

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Kindly let me know how can I find all the fields to map of Reports in Reporting Snapshots setting.

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  • Are you sure you've got the right report selected? Can you show us the saved report and the report you have when you setup your Reporting Snapshot?
    – David Litton
    Dec 28, 2015 at 14:26

3 Answers 3

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The reason fields from your source Summary report are not be showing on the left side of the mapping dialog is that the report fields must be either:

  • One of the group by fields
  • A field that is summarized in some way (sum, avg, min, max)

TL9000 Security level is a group by field and Minor Count is summarized. That is why they appear.

An Analytic Snapshot on a summary report is snapping the summary rows, that is all

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  • Yes, after so much of hassle and head banging, I should say you are right. Another limitation of Salesforce? or we have some workaround for summary reports
    – Rohit
    Dec 29, 2015 at 12:44
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    you could snapshot a tabular report and do the sums on the snapshotted rows in a subsequent report. As SFDC says, the feature is called 'Analytical' Snapshots and hence designed to do trending of 'analytical' == 'summary' data over time.
    – cropredy
    Dec 29, 2015 at 16:07
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This will usually happen when the report format of your source report is not correct. It needs to be a Tabular or Summary report (not a Matrix report) - make sure you are using the correct report format and it should be resolved.

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  • It is a Summary report.
    – Rohit
    Dec 28, 2015 at 14:39
  • Interesting, do you see the mapping fields if you switch to a tabular report?
    – Gaurav Kheterpal
    Dec 28, 2015 at 15:18
  • Yes I have tried the Tabular report. It only has Global Summary as expected and no other fields. I am trying custom report types but fields like Open is not present.
    – Rohit
    Dec 28, 2015 at 15:39
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The print screen about looks like a summary report so I do not think that it the issue.

I have had this issue in the past. I had to add the user object to the report type and then select it at the top of the snapshot mapping and then the fields showed up for mapping.

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  • It is based on Standard report type - Cases.
    – Rohit
    Dec 28, 2015 at 14:52
  • I am trying custom report types but fields like Open is not present. How to fetch that. Any idea please.
    – Rohit
    Dec 28, 2015 at 15:40
  • On the right hand side there is a way to add fields in a report type. Do you know what I am referring to? (I do not have the screen in front of me). You choose the object and add the fields. Is this not showing for you?
    – sf guest
    Dec 28, 2015 at 15:49
  • Yes, it is not showing. I am aware of where you are pointing. I investigated Standard Case Report type - there is section Case Information and there I can have the field Open. But this section is not there as an Object in CRT or in any other way. Stuck at one point.
    – Rohit
    Dec 28, 2015 at 16:03

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