- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
Reporting Console
Save a Snapshot of a Report
Use the Information pane to save a snapshot of a report.
To save a snapshot of a report
-
In the Information pane, click the report tab for the report for which to create a snapshot.
-
In the toolbar, click the Save Snapshot icon. The Create Snapshot dialog box appears.
-
In the box, type a name for the snapshot and then click OK. The system saves the snapshot under the original report node in the Navigation pane.
-
To save a new snapshot (and keep the original), do the following:
-
In the Navigation pane, right-click on the report snapshot and then click Save New Snapshot. The Create Snapshot dialog box appears.
-
In the box, type a name for the snapshot and then click OK. The system saves the new snapshot under the original report node in the Navigation pane. The system doesn't update the data in the snapshot on future runs.