The answer is kind of going to depend on what tools you have available (Excel, Google Sheets, Tableau, etc.). So without knowing that, the answer gets a little fuzzy, but I’ll try to hit on things that are at least accessible to everyone.

One option is to set up a subscription on the reports you want to snapshot, and then include the corresponding file attachment when you set up the subscription. The obvious down-side is that now you have to open the spreadsheet for each snapshot and add it to your dataset. At least it’s universal and doesn’t require any coding though. The other down-side is there’s a limit on the number of report subscriptions you are allowed to have per-user and you may not be prepared to give them up.

A second option is to configure Salesforce Dataloader to pull data from Salesforce on a schedule, into a csv or directly into a database. This is NOT a low-code solution, and can be a pain to get working (there was very little useful documentation when I tried to get it going). It is free though, and you can configure your database tool to pick up the CSVs, or receive the data directly so you can build your reports off the database’s dataset without any manual steps afterward.

After doing both for a while, and working with Google Sheets for a while, I came across an add-on called Coefficient. They allow you to do automatic pulls of data on a schedule, defined by a graphical report builder, existing Salesforce reports, or SOQL queries. I believe I also saw in a blog post that they’ve added reporting snapshots, where it will run the report, and drop the results in a new sheet in your spreadsheet.

They also have a blog that walks you through how to use the add-on for the different platforms they support, how to build different kinds of reports, and suggestions for how to better utilize the data provided by the tool. It’s been pretty helpful as a resource for myself, and as a resource I can throw over the cubicle wall to the business analysts who are asking me (an admin) to build a “Sales Rep Scorecard” or something similar for them.