Scheduling 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 track trends.

Even if a report is configured to take snapshots automatically, a user can still take a snapshot manually using the Save a Snapshot button.

To set report snapshots to run on a schedule, in the Report Designer, in the Properties Panel, in the Report section, select the Enable Snapshot checkbox.  Then, select the Run Snapshot on Schedule checkbox, and enter a value in the Minutes, Hours, or Days field.


The goal of this example is to:

  1. Create a report.
  2. Enable snapshots for it.
  3. Set the option to run snapshots on a schedule.

Begin by navigating to a Designer Project folder, click the Create Report button, and select Create Report.



In the resulting New Report pop-up window, name the report and click Ok to open it in 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 to the Sources list.



Next, we 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.



To schedule snapshots to be taken automatically, the snapshot feature must be enabled.

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



Then, in the Report Access section, click the Run Snapshot on Schedule checkbox.



After this checkbox is selected, additional fields are displayed allowing the user to set the time interval for each snapshot to be taken.

Set the interval for 5 minutes and select the Start Immediately checkbox to begin taking snapshots on schedule as soon as the report is saved.



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