All Collections
Reporting & Analytics
Snapshot Report
Run a Snapshot Report from a Record
Run a Snapshot Report from a Record
Rosie Simpson avatar
Written by Rosie Simpson
Updated over a week ago

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 located at the top right of the Record view. Clicking this button takes you directly to the Snapshot Report section.

A search (2) for the relevant Record will be automatically applied and the Record will be displayed in the grid (3).

The steps from here will be exactly the same as running a Snapshot Report, allowing you to select which Entities and fields (4) should be included in your Snapshot Report.

Did this answer your question?