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JenniferSilbers's avatar
JenniferSilbers
Qrew Trainee
3 days ago

Snapshot a Report in Time

Hello All,

I have a table A as the parent table and then I have the table b as the data which is a sync table that gets updated every month.  

I am trying to figure out how to snapshot a summary report and keep the data from changing.  I am doing an analysis of some data and I want to keep that data the same when I come back to it a months from now.  

Table b is the summary report that I am trying to snapshot at the time I create the record in table A. 

Looking for any good ideas on how to do that? 

Thanks

Jen

reports

1 Reply

  • DonLarson's avatar
    DonLarson
    Qrew Deputy
    1 hour ago

    You can have a Pipeline calculate your Summary Data and write that to a dedicated table.

    Assume you want to know what your Sales Team is Forecasting to Sell for this month.  Forecasts change everyday if they are talking to the customer. However the forecast on the first day of the month is the bench mark for the month.

    The Opportunities table may have dozens of records with a forecast close date for the month,  we calculate that value on the first day of the month and write a single record for each sales rep in the Opp Summary table.  You now have total dollars for the 1st day of every month and can do your analysis on them with no fear of it changing.