Creating a Report Snapshot

Snapshots are static versions of reports that preserve the data from the date and time it was generated. A snapshot is like a picture of a report that can be created after it has been generated. If the report is new or has been modified, it must be saved before a snapshot can be created. All snapshots are listed in the Report Management panel (Report Manager).

Prerequisites: You must have the 'View/Run Reports' and 'Create Snapshots' functions enabled for your role.

To create a snapshot of a report:

1. Generate an existing report (page 1).
2. Click the Snapshot button. The Create Snapshot dialog displays.
3. Modify the Snapshot Name field, if desired.
4. Tip: Include the report title in the snapshot name field so you can easily recognize the report from which the snapshot came.
4. Click OK. A PDFA Portable Document Format is a file format that has captured all the elements of a printed document as an electronic image that you can view, navigate, print, or forward to someone else. version of the file is created and displayed in the Report tab.