Reporting 2.0 - Snapshot Retention Policy

Previously, Reporting 2.0 snapshots were saved for an unlimited amount of time, impacting storage and performance.

With the July ‘24 Release (July 26, 2024), a retention policy is being implemented for all pilot and stage portals to retain one year of Reporting 2.0 snapshots. On July 26, 2024, Reporting 2.0 snapshots older than one year will no longer be accessible in all pilot and stage portals. Also, Reporting 2.0 snapshots are no longer copied from production to pilot or to stage when a copy down is requested.

Production portals will observe the one-year retention rule starting with the November ’24 Release (November 22, 2024).

The Reporting 2.0 snapshot pop-up will continue to show the date and time for the past three instances of the report and the number of records returned in the report if the last three instances are within the one-year time frame.

How Does this Enhancement Benefit My Organization?

This change provides efficient management of storage and optimized space utilization.

What to expect when the Snapshot Retention Policy is implemented

  • The Reporting 2.0 snapshot pop-up will continue to show the date and time for the past three instances of the report and the number of records returned in the report if the last three instances are within the one-year time frame.
  • Snapshots older than one year will not be accessible.
  • Reporting 2.0 snapshots will no longer be copied from production to pilot or to stage when a copy down is requested.

How can I save snapshots that I want to keep?

Prior to July 26, 2024, download existing snapshots in pilot and stage portals.

Prior to November 22, 2024, download existing snapshots in production portals.

See Reporting 2.0 Homepage. Scroll down to the List of Reports section > "Download/schedule your report (cloud icon)" bullet.

Implementation

With the July ‘24 Release (July 26, 2024), a retention policy is implemented for all pilot and stage portals to retain one year of Reporting 2.0 snapshots.

Production portals will observe the one-year retention rule starting with the November ’24 Release (November 22, 2024).

Permissions

To access Reporting 2.0, go to Reports > Reporting 2.0.

For more information about Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.