Configure reporting snapshots

Overview

Snapshot reporting enables you to create point in time reports by scheduling a source report to take data from 3 source objects—Team Member, Employment Record and Salary History—and create records in a new receiving object called Reporting Snapshot. Each time the scheduled report runs, a new record is created in the receiving object, capturing the data values held in the source objects at that time. After records are created, that data can be reported on by creating point in time reports with the report type Reporting Analytics Snapshot.

If reporting snapshots are not correctly configured, you cannot create point-in-time headcount reports.

Limitations

You can create a maximum of 100 fields on the source object for your reporting snapshot.
When a reporting snapshot runs, it can add a maximum of 2000 new records to the target object. For this reason a snapshot report cannot contain more than 2000 team members. If you have more than 2000 team members in your organization, you need to create multiple snapshot reports and filter each report to control the number of team members exported in each report. For example, you can choose to filter by country or business area. See sections Update the Reporting Snapshot Export Report and Schedule the reporting snapshot for more details
You can only create point in time reports for a time period after snapshot reporting has been set up and the source report has been scheduled to run.

Troubleshooting

See Salesforce help topic on troubleshooting snapshot reporting for further troubleshooting tips included snapshot error messages.

Problem	Possible Solution
My field is not available for me to select when I go to map my field in the Reporting Snapshot Field Mappings.	Check you have added the field to the Reporting Snapshot Export Report.

Modify fields in the reporting snapshot

Review the fields included in the reporting snapshot

The fields in the table are managed package fields in the Reporting Snapshot object.

Sage People does not recommend adding additional fields unless they are absolutely necessary for headcount point-in-time reporting. However, if you need to add any fields to the default mapping, see Add fields to the Reporting Snapshot object.

Field Label	API Name	Data Type
Business	Business__c	Text(255)
Country	Country__c	Text(100)
Division	Division__c	Text(255)
Email	Email__c	Text(255)
Employment Basis	Employment_Basis__c	Text(100)
Employment Bonus	Employment_Bonus__c	Percent(5, 2)
Employment Commission Plan	Employment_Commission_Plan__c	Text(100)
Employment Continuous Service Date	Employment_Continuous_Service_Date__c	Date
Employment Contract End Date	Employment_Contract_End_Date__c	Date
Employment Cost Code	Employment_Cost_Code__c	Text(100)
Employment End Date	Employment_End_Date__c	Date
Employment FTE	Employment_FTE__c	Number(1, 3)
Employment Hours Worked	Employment_Hours_Worked__c	Number(3, 1)
Employment Job	Employment_Job__c	Text(255)
Employment Last Working Date	Employment_Last_Working_Date__c	Date
Employment On Track Bonus	Employment_On_Track_Bonus__c	Currency(16, 2)
Employment On Track Commission	Employment_On_Track_Commission__c	Currency(16, 2)
Employment Payroll Number	Employment_Payroll_Number__c	Text(100)
Employment Probation End Date	Employment_Probation_End_Date__c	Date
Employment Reason For Leaving	Employment_Reason_For_Leaving__c	Text(255)
Employment Salary Band	Employment_Salary_Band__c	Text(100)
Employment Start Date	Employment_Start_Date__c	Date
Employment Status	Employment_Status__c	Text(50)
Employment Work Location	Employment_Work_Location__c	Text(255)
First Name	First_Name__c	Text(100)
Function	Function__c	Text(255)
Grade	Grade__c	Text(50)
HR Department	HR_Department__c	Text(100)
Job Profile	Job_Profile__c	Text(255)
Job Title	Job_Title__c	Text(255)
Location	Location__c	Text(255)
Manager Name	Manager_Name__c	Text(255)
Payflow Download Status	Payflow_Download_Status__c	Text(50)
Salary Amount	Salary_Amount__c	Currency(16, 2)
Salary Annual Multiplier	Salary_Annual_Multiplier__c	Number(12, 4)
Salary Change Reason	Salary_Change_Reason__c	Text(255)
Salary Period	Salary_Period__c	Text(100)
Salary Start Date	Salary_Start_Date__c	Date
Surname	Surname__c	Text(100)
Team	Team__c	Text(255)
Unique Id	Unique_Id__c	Text(50)

Field	What to enter
Email Reporting Snapshot	Checkboxes. The users or groups who receive the Reporting Snapshot by email If you select Others, additional options appear for you to select the groups or users to receive the Reporting Snapshot.
Scheduled Run	Options to define: the frequency for running the Reporting Snapshot start and end dates for the schedule. An End Date is required to save the schedule. preferred start time on the day when the Reporting Snapshot runs