Create snapshots
You can create snapshots for reports or for filtered reports.
To create a snapshot for a filtered report, first, apply the filters, and then create the snapshot. For details, see Apply filters.
Note: You can create snapshots only for reports. This feature does not apply to other content types.
Prerequisites
- You have the permissions to create and share snapshots. These permissions are granted by an administrator in Access Manager.
- You have a report open in the main content area. For details, see Work with content.
Procedure
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On the application sidebar, click
Snapshots.
The Snapshots pane appears.
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Select a folder to store your snapshot. The default root folders are the following:
- Shared Snapshots – Snapshots stored in this folder can be accessed by other users.
- My Snapshots – Snapshots stored in this folder are visible only to you.
You can also create a folder within any of the existing folders. For details, see Organize snapshots.
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Next to the selected folder, click
Add item, and then click Snapshot.
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At the bottom of the pane, type a name and description for your snapshot.
- Click Create. The snapshot is created in the selected folder.
To manage snapshots, see Manage snapshots.
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