Historical Snapshot Report

The Historical Snapshot Report is a report type available in the Reporting dashboard that makes it possible to look back in time and see exactly how ideas were distributed across workflow stages at any point in the past. By capturing point-in-time snapshots at configurable intervals, the Historical Snapshot Report reveals trends in pipeline health, surfaces stage-level bottlenecks, and makes it easy to measure throughput improvements over time.

Role Permissions

1. Workspace Administrator, Community Administrators & Community Moderators: Creates and configures Historical Snapshot Reports at the workspace level, including selecting the Visualization, Time Frame, Frequency, Display by grouping, Visible Columns, Show Summary, and Table Layout; applying and saving Filters; and viewing report data grouped by Stages or by Workflow.

Customization

The customizable elements of a Historical Snapshot Report are as follows:

1. Visualization: Report types selectable include line chart, bar chart, and data table.
2. Time Frame: A defined time frame is required to track data across the reporting dashboard. When configuring the report, the following time frame options are available:
   • Last 7 days
   • Last 30 days
   • Last 90 days
   • Last 180 days
   • Last 365 days
   • Custom Range: Allows selection of a time frame from a calendar.
3. Frequency: The preferred reporting frequency can be selected from the dropdown:
   • Daily
   • Weekly
   • Monthly
   • Quarterly
   • Yearly
4. Display by: Data is always organized by the snapshot period first.
5. Then by: Results can be grouped by Stages or by Workflow, with further refinement by a specific workflow or individual stage.
   • Workflow: For each snapshot period, the dropdown lists all workflows available in the community.
   • Stages: For each snapshot period, the dropdown lists all stages available in the community. Additional options include System stages such as Pending, Reserved, and Off Topic ideas.
6. Visible Columns: Data sets available for selection to display in columns are as follows:
   • Idea Count: Number of ideas present in a stage during the snapshot period.
   • Stage Duration (Days): Total days all ideas collectively spent in a stage.
   • Avg. Days in Stage: Average time an idea spends in a stage (total duration divided by idea count).
   • % of Total Idea Count: Proportion of ideas in the stage relative to the total across all stages.
   • Change from Previous Period: Difference in metric value between the current and prior snapshot period.
7. Show Summary: Appends a summary row at the end of each grouped section for at-a-glance totals and averages.
8. Table Layout: Allows switching between Vertical (default) and Horizontal table orientations for flexible presentation.

Filters

Reports can be filtered using the filtering system to gain deeper insight into the data. Filters are selectable based on the data category selected when building the report.

The data filters available are as follows:

1. Community: Includes ideas from a specific community only.
2. Stage Function: Filters results to specific stage types, which is especially useful when analyzing communities with multiple workflows.
3. Campaign: Includes ideas from a specific campaign only.
4. Average Days: Applies a numeric filter using comparison operators (greater than, less than, etc.).
5. Percentage of Total: Uses a numeric filter to select stages based on their share of the overall total.
6. Change from Previous: Applies a numeric filter to identify stages with significant period-over-period changes.

Variable: Options include Equals, Does not equal, Starts with, Ends with, Contains, Does not start with, Does not end with, Does not contain, Defined, or Undefined.

Type: The text to compare against is entered in the Type field; fields with predefined answer options provide a dropdown to choose from instead.

And/Or option: The OR and AND options can be used to combine filter conditions.

Stages

The Display by Stages option generates a report for selected stages within a defined time frame and frequency, using the selected Visible Columns.

Workflow 

The Display by Workflow option generates a report for a selected workflow within a defined time frame and frequency, using the selected Visible Columns.

Frequently Asked Questions

How is data organized in a Historical Snapshot Report?

Data is always organized by the snapshot period first. Results can then optionally be grouped further by Stages or by Workflow.

Can Historical Snapshot Report filters be saved for later use?

Yes. Filters can be saved and retrieved later from the top right corner.

What time frame options are available when configuring a Historical Snapshot Report?

Last 7 days, Last 30 days, Last 90 days, Last 180 days, Last 365 days, or a Custom Range selected from a calendar.

What does the Show Summary option do?

It appends a summary row at the end of each grouped section for at-a-glance totals and averages.

Can the table layout be changed?

Yes. Table Layout can be switched between Vertical (the default) and Horizontal orientations.

Related Articles

• Help Article for Reporting Overview
• Help Article for Reporting - Dashboards
• Help Article for Reporting - Reports
• Help Article for Journey Report