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 ...

To run a Snapshot report, navigate to Reports (1), Snapshot (2), New (3). Creating the Snapshot report To generate the Snapshot report, conduct a ...

You can run a Snapshot Report on a single Record (e.g. a Stakeholder or Property) directly from the Record view. The Snapshot Report button (1) is locat...