Scheduling Snapshots and Reports are a great way to collaborate and automate workflows. Before setting up any automations, you will want to decide how you'd like to handle the delivery of the snapshot/report. First, go to Snapshot Preferences in the top left. You can setup a few different delivery methods:
- Content: you can drop the snapshot/report into a content folder in your Salesforce Org. You can either create a new content folder, or choose an existing content folder.
- Folder: you can drop the snapshot/report into a folder on your local machine. This could be something that only you have access to, or it could be a shared network folder if you'd like others to have access.
- Chatter: you can post the snapshot/report into a chatter group in your Salesforce Org. You can either create a new chatter group or choose from an existing group. You can also choose what the message says in the chatter post.
- Email: you can sent the snapshot/report to an email group. In the interface, you can choose the subject line, the body of the email as well as the email addresses that it should go to.
Once you've got the delivery method(s) created and set, you can go into the snapshot/report and decide how you'd like to set up the schedule. One very common pattern of scheduling Snapshots to be taken is to run a reoccurring event at the interval you set to take the snapshot. Then you can create a schedule to save the newly taken snapshot wherever you'd like (Content, Folder, Chatter, or Email).
Then you can run any report based on the snapshot being taken. This way, you'll know every time you are receiving or viewing a report, its based on the latest information from the snapshot.
Last, and most importantly, in order for any of these scheduled automations to actually execute, you will need to put the system into Runtime mode. In the very top left of Snapshot, above the menu bar, is the two options, "Editing" and "Runtime". When you are in editing mode, you can view all of the reports, but you'll want to click the Runtime button. You'll notice the interface changes with the addition of the Event Schedule window in the bottom left and the Event Log window in the bottom right.
The Event Schedule will show you all past and present Events scheduled for your workspace. The Event Log shows you the results of your executed automations.