All articles

Report Snapshots

Regular Users on Business and Enterprise accounts can create Reports.

⏱ 1.5 min read

Overview

Report Snapshots capture what your Report looks like at the moment the snapshot is taken. When you create a Snapshot, a link is generated and saved in Wrike. Regular users on Business and Enterprise accounts can create a Report Snapshot, and anyone with a Snapshot link is able to view it. To share your Snapshot just share the Snapshot link.

Please note, you cannot edit a Report from a Snapshot.

Important Information

  • Snapshots are static, they do not automatically update.
  • You can only take a Report Snapshot for Reports which you created (not for Reports which are shared with you). 

Create a Report Snapshot

  1. Select a Report (table or column).
  2. Click the menu button in the upper right-hand corner of the screen.
  3. Click "Create" (under the Snapshots heading).  
  4. Click in the “Name” field to rename your Snapshot if necessary.
  5. Copy the link from the pop-up to share your Snapshot with others or click “Open in new tab” to view your Snapshot in a separate tab.

View Report Snapshots

  1. Select a Report.
  2. Click the menu button in the upper right-hand corner of the screen.
  3. Click "View all" (under the Snapshots heading).  

You will see a list of all the past Snapshots associated with that report. Click a Snapshot to view it.

Email a Report Snapshot

  1. Select a Report (table or column).
  2. Click the menu button in the screen's upper right-hand corner.
  3. Click "Send by email".
  4. Enter the email address(es) to send the Snapshot to.
  5. Click "Send".

An email with a link to the Report Snapshot is sent to the specified email address(es).

Delete a Report Snapshot

  1. Select a Report.
  2. Click the menu button in the upper right-hand corner of the screen.
  3. Click "View all" (under the Snapshots heading).  
  4. Right-click the name of the Snapshot you would like to delete.
  5. Select “Delete”.

More Info

0 comments

Article is closed for comments.

Top