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Creating, Viewing, and Deleting Report Snapshots

Table 25. Availability - Legacy plans


Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.;


Availability: Business Plus, Enterprise Standard, Enterprise Pinnacle. ; Unavailability: Free, Professional, Team;

Overview

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

Note

On Enterprise accounts, the types of users who can use this functionality may vary due to user type settings.

Report snapshots capture what your report looks like at the moment the snapshot is taken. Because snapshots are static, they don't automatically update according to the current data from the report.

Important

The date format in snapshots depends on your browser's language settings. To adjust the date format, change the browser language setting.

Create a snapshot

Reports-Create_Snapshot.png
CreateSnapshots_Done.png
  1. Navigate to the Reports section in the sidebar 1 and select the relevant report from the list.

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

  3. Select Create under the Snapshots section 3.

  4. Change the name of the snapshot 4, and if needed, copy the snapshot 5. Alternatively, click Open in a new tab 6 to view your snapshot in a separate tab. You can always copy the link from the snapshot list.

  5. Click Done 7.

View all created snapshots

Reports-View_Snapshots.png
  1. Navigate to the Reports section in the sidebar 1 and select the relevant report from the list.

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

  3. Select View all under the Snapshots section 3.

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

Reports-Delete_Snapshots.png
DeleteSnapshot_Delete.png
  1. Navigate to the Reports section in the sidebar 1 and select the relevant report from the list.

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

  3. Select View all under the Snapshots section 3.

  4. In the menu that opens, right-click the snapshot you want to delete.

  5. Select Delete 4.

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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