A Snapshot Report provides a detailed summary of a Record or Records in your system, along with details of related Records. This report is commonly used as a briefing tool to generate a comprehensive summary on an Record such as a Stakeholder or Event.


The data will be provided in a Word document.


When generated the report will show the details of the primary Record, following by the details of each Record related to the primary Record.


You can select inclusions such as:

  • Fields from the primary Entity
  • Related Record types
  • Fields from the related Records



Once you have selected the fields you want to include, as well as the related Entity fields, the "Generate & Download" button will export a Snapshot report. An example report appears below, showing a Stakeholder, Homer Simpson, and Events related to the Stakeholder.



Want to know how to generate a Snapshot Report? Have a look at our How to generate a Snapshot report article.