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Snapshot Report

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 ...
Sat, 11 Jul, 2020 at 11:29 AM
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 ...
Tue, 14 Jul, 2020 at 1:43 PM
Run a Snapshot Report from a Record
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...
Fri, 7 Aug, 2020 at 8:22 PM