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...

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 ...