User Permissions Needed
Choose a Running User
On each dashboard, choose who it runs as in the dashboard’s properties, under View Dashboard As.
If you choose a fixed running user for a dashboard that reps open, every rep sees that user’s data, such as the whole team’s results. Check that this is what you want before you share the folder with reps.
Dynamic dashboards, and how many your org can have, depend on your Salesforce edition. If the option isn’t available, check your Salesforce contract or ask your Salesforce account executive. See Salesforce Editions in Salesforce Help.
Dashboards in the FieldKo Atlas App
When reps open a dashboard in the app, it behaves like this:- The list shows the dashboards in folders the rep can view. See Report Folders, Sharing, and Custom Report Types.
- The header shows when the dashboard was last refreshed and Viewing as with the running user’s name.
- A refresh needs a connection, and Salesforce allows 1 refresh per dashboard per minute. Offline, reps see the data from the last time they opened the dashboard online.
- The app shows donut, pie, bar, column, line, gauge, metric, and table components. Other components show “This component is currently not supported.” Build rep dashboards from the supported types.
Track KPIs Over Time with Reporting Snapshots
A report shows the data as it is now. To compare this week’s coverage with last month’s, or to chart call compliance per week across a year, save a summary of the report on a schedule. A reporting snapshot runs a source report on a schedule and saves its rows as records in a custom object, which you then report on like any other object. This example tracks weekly coverage per rep.1
Create the Target Object
Create a custom object, such as Weekly Coverage, with fields for each value you want to keep: Rep (Text), Week Starting (Date), Visits Planned (Number), and Visits Completed (Number). Optional: Add a Call Compliance formula field that divides Visits Completed by Visits Planned.
2
Build the Source Report
Create a summary report on visits, filtered to Planned Start equals LAST WEEK, and grouped by Sales Representative. Add a record count for planned visits. To count completed visits, add a number formula field on Visit that returns 1 when Status is Completed, and summarize it. Save the report in an admin-only folder, so nobody changes it by accident.
3
Create the Snapshot
From Setup, in the Quick Find box, enter
Reporting Snapshots, and then select Reporting Snapshots. Click New Reporting Snapshot, enter a name, and select a Running User who can see every rep’s visits, the source report, and the target object. Click Save.4
Map the Fields
In Field Mappings, click Edit. Choose the grouping level for the rep, and map each summary to a field in the target object. Click Save.
5
Schedule It
In Schedule Reporting Snapshot, click Edit, and then choose a weekly run, such as every Monday morning, after reps have synced the previous week’s visits. Click Save.
- The source report must be a tabular or summary report.
- The snapshot shows the data its running user can see. If that user is deactivated, the snapshot stops running, so use a dedicated reporting user if you can.
- Each run adds records. A weekly snapshot per rep stays small, but daily snapshots per store add up. See Plan for Data Volume, Storage, and Retention.
- Snapshots can’t fill in the past. Start them as early as you can.
- Reporting snapshots depend on your Salesforce edition. If you don’t see Reporting Snapshots in Setup, check your Salesforce contract or ask your Salesforce account executive.