Monthly "snapshot" of data

Monthly "snapshot" of data

I've built a PPM (project portfolio management) tool that tracks pending projects, active projects, complete projects, etc.

Naturally, I always have a live view of how many total projects are pending, active, when they were last updated or other data.

However, I'd also like to take a monthly "snapshot" of some data to show trends over time. Can anyone help me with the best way to approach this? Would I need to create a new form that captures the current state of data using the Scheduler? Is this possible?

Thanks for any help!