Manage snapshots

After you create snapshots, you can open them and view their details. If needed, you can modify, delete, and share snapshots.

Prerequisites

• You created snapshots or have access to shared snapshots. For details, see Create snapshots.

Procedure

1. On the application sidebar, click Snapshots.

   The Snapshots pane appears.

   

2. Expand the folders and navigate to the needed snapshot. Snapshots are marked with .

3. Manage snapshots as needed:

   View

   Click the snapshot.

   The snapshot opens in the main content area. The content toolbar shows the name of the snapshot, the date and time it was created, and a link to the original report.

   If you click the link, the report is run again with the live data.

   View details

   Point to the name of the snapshot. The tooltip shows the following information:

   • Snapshot description
   • Name of the original report
   • Creator of the snapshot
   • Date and time of the bookmark creation
   • Private or shared attribute
   Edit

   You can edit the private snapshots.

   1. Click the snapshot, and then click Rename snapshot.
   2. At the bottom of the Snapshots pane, modify the name and description of the snapshot as needed.
   3. Click Save.

   Note: You can also edit a shared snapshot created by another user if you have permission to manage the content of other users. The permission is granted by an administrator in Access Manager.

   Share

   Shared snapshots are located under Shared Snapshots and can be viewed by other users of a Portals application.

   Also, you can send the address of a shared snapshot to a recipient who can afterward access the snapshot.

   To do this:

   1. Click the snapshot, and then click Share snapshot.

   2. In the Snapshot URL dialog, copy the location of the snapshot, and then send it to a recipient.

   Delete

   You can delete private snapshots.

   Click the snapshot, and then click Delete snapshot. Click OK in the confirmation message.

   Note: You can also delete a shared snapshot created by another user if you have permission to manage the content of other users. The permission is granted by an administrator in Access Manager.

   Move

   To move a snapshot, drag it to the new location.

   If you move a shared snapshot to the My Snapshots folders, the snapshot automatically becomes private.

   If you move a private snapshot to the Shared Snapshots folder, it automatically becomes shared.

   For details about private and shared snapshots, see Create snapshots.

For details on how to manage snapshot folders, see Organize snapshots.