Knowledge Base

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

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.

 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 also