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.

Required System Role: Standard User

Required Team Role: Viewer

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.