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PatrickWork2021's avatar
PatrickWork2021
Frequent Visitor
3 years ago

Data snap shots for tracking

Hi

 

Using Salesforce data we do reporting on numbers of customer contacts (we call them cases) and what status they are in. So for example on a Sunday morning we might have a scenario like the image below. On Monday morning, I can only run a report showing what the data is, not what is was. I'd like someway of creating a table that dumps the position when I refresh that query at say 8am every morning so that I can show a chart of how things progressed throughout the week. 

 

Is that possible?

 

 

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