Using Report Snapshots

Last Updated: 07/18/2016 Introduced in Verision: 2.0

This video will guide you through utilizing any snapshots you have taken. Note that in order for this operation to succeed, a report must exist that has snapshot functionality enabled.

EXAMPLE

In the video we take a snapshot of a report and then utilize the data in another report. Confirm that the Enable Snapshot is turned on for your report. Edit the report and in the properties section go to the Report Access section and check the Enable Snapshot checkbox.

Save and Close your report.

Now, go to the thumbnail of the report and click the Actions > Run Report from the list.

Locate the camera icon in the upper-right corner of the screen. This is the “Save a Snapshot” button, click it to take a snapshot. Name the snapshot and click “Ok.” Close the report.

Create a new report by clicking the “Create Report” button at the bottom of the screen and selecting “Create Report” from the list. Name the report and click “Ok.” To utilize the snapshot data, expand the “Dynamic Data Sources” category under the “Toolbox” panel. The data source is called “Run [Report Name],” where [Report Name] is the name of the report from which you took the snapshot. In the video we choose the data source “Run Document Report.”

Add columns as needed. The components will consist of data from the original report, as well as data about the snapshot such as “Snapshot name” and “Snapshot id.” Save and close the report when finished.

Using Report Snapshots

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