Reports → Datasheet Options → Manage Snapshots
Datasheet snapshots capture the data on a datasheet from a specific time period. Datasheet snapshots allow you to analyze and compare portfolio data on a datasheet from different moments in the portfolio's lifecycle to help determine its progress and health. When you schedule a datasheet snapshot, snapshots will be automatically created at the scheduled time.
You can create datasheet snapshots that contain data that is current to the datasheet for which you want to create a datasheet snapshot.
You can remove any datasheet snapshot that is no longer needed. Once a snapshot is removed, the snapshot (and its history) will no longer be available in the snapshot list on the view toolbar throughout the Reports module or the Charts tab.
You can remove the snapshot history for any datasheet.
A datasheet snapshot is a collection of saved parameters from which you can take real-time snapshots of data for a datasheet. Save them over time to compare snapshots. If the snapshot doesn't contain the data you want it to, edit it.
You can create a schedule for capturing snapshots on an on-going basis, or capture a single snapshot of a datasheet's current data. A datasheet snapshot captures the data on a datasheet from a specific time period.
Select a datasheet that contains the snapshot you want to view and click Snapshots.
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