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Snapshot Report

Using the Snapshot Report
One of the best ways to generate a detailed summary of a particular entity in your system is through the Snapshot Report. When generated the report will...
Tue, 4 Feb, 2020 at 4:43 PM
What is a Snapshot Report?
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 ...
Tue, 5 May, 2020 at 2:44 PM
How do I generate a Snapshot Report?
To run a Snapshot report, navigate to Reports (1), Snapshot (2), New (3). Creating the Snapshot report To generate the Snapshot report, conduct a ...
Wed, 13 May, 2020 at 10:14 AM