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Snapshots can be created on any Workbooks Report, provided that it can be successfully loaded and the user creating the snapshot has access to it. You may wish to add a relevant name/category ...

Creating a new Snapshot can be done in one of two ways: 1. From the Reporting Landing Page. Navigate to Start > Reporting. Under Actions on the left is an option for a 'New Report Snapshot'. 2. From a ...

Snapshots are configured from within their Custom Record window across 5 tabs: 1. Main. From the main tab you can change information about the Snapshot such as the name, icon and description. You can ...