Capturing Report Snapshots

Last Updated: 12/03/2015 Introduced in Verision: 2.0

A snapshot is a record of the reported entities’ state when the snapshot was taken.  A user can take a snapshot manually, or snapshots can be configured to be taken on a schedule.  Snapshots are used in reports and can help to track trends.

To enable a snapshot, in the Report Designer, in the Properties Panel, in the Report section, select the Enable Snapshot checkbox.  Capture a snapshot when viewing a report by clicking the Save a Snapshot button.


The goal of this example is to:

  1. Create a report.
  2. Enable Snapshots for it.
  3. View the report and save a snapshot.

To begin, navigate to a Designer Project folder, click the Create Report button, and select Create Report.



In the resulting New Report pop-up window, give the report a name and click Ok to close the Report Designer.



Begin building the report by adding a data source.

In the Toolbox Panel, expand the category Data Sources > Common and drag a Folder Data Source component into the Sources list.



Next, add three columns to the report.

Expand the Folder Data Source category and drag an Entity Name, Folder Type Name, and Nesting Level component into the workspace.



Next, add filters to the report.  In the Toolbox Panel, expand the Data Filters and drag the Respect Permissions filter to the Filters list.

To allow a user to save a snapshot, the feature must be enabled.

In the Properties Panel, in the Report section, select the Enable Snapshot checkbox.



The report is now complete.  Save it and close the Report Designer.

To view the report and take a snapshot, click the report’s thumbnail and select Run Report from its Action menu.



Select the Save a Snapshot button in the upper right corner.



In the resulting pop-up window, enter a name for the snapshot and click Ok.



Additional Resources