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Creating, Viewing, and Deleting Report Snapshots

Table 165. Availability - Legacy plans


Overview

All users except for collaborators and external users can manage snapshots of reports they have access to.

Report snapshots capture what your report looks like at the moment the snapshot is taken.

Note

Snapshots are static; they don't automatically update according to the current data from the report.

Managing snapshots

Create a snapshot

  1. Navigate to the relevant report.

  2. Click the three-dot menu button in the upper-right corner of the view.

  3. Select Create under the Snapshots section.

  4. Change the name of the snapshot and copy the snapshot link if you need it. Or click Open in a new tab to view your snapshot in a separate tab. You can always copy the link in the snapshot list.

  5. Click Done.

View all created snapshots

  1. Navigate to the relevant report.

  2. Click the three-dot menu button in the upper-right corner of the view.

  3. Select View all under the Snapshots section.

You'll see a list of all the snapshots associated with that report. Here you can rename or delete any snapshot or copy the link.

Delete a snapshot

  1. Navigate to the relevant report.

  2. Click the three-dot menu button in the upper-right corner of the view.

  3. Select View all under the Snapshots section.

  4. Right-click the snapshot you want to delete.

  5. Select Delete.

The snapshot is immediately deleted and can't be restored. Users who had a link to this snapshot won't be able to open it anymore.

Tip

By right-clicking a snapshot, you can also choose to Rename it or Copy public link of that snapshot.

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